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State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Chesapeake Wealth Management
Virginia
$634K
Bank of Nova Scotia
502
Bank of Nova Scotia
Ontario, Canada
$631K +$143K +426 +30%
PCMC
503
Paragon Capital Management (Colorado)
Colorado
$622K
BJL
504
Brighton Jones LLC
Washington
$621K +$2.69K +8 +0.4%
JIC
505
Joel Isaacson & Co
New York
$617K
NA
506
NewEdge Advisors
Louisiana
$614K +$108K +321 +22%
SI
507
Stephens Inc
Arkansas
$613K
AP
508
Appleton Partners
Massachusetts
$612K +$15.1K +45 +3%
DCM
509
Donaldson Capital Management
Indiana
$611K -$321K -955 -35%
CWM
510
CCG Wealth Management
California
$608K
WCF
511
West Coast Financial
California
$605K -$178K -528 -23%
BSW
512
Buckingham Strategic Wealth
Missouri
$604K
OBGC
513
O'Brien Greene & Co
Pennsylvania
$597K -$103K -305 -15%
CAM
514
Cresset Asset Management
Illinois
$595K -$794K -2,360 -58%
PWAP
515
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$594K -$5.05K -15 -0.9%
RIA
516
Realta Investment Advisors
Delaware
$590K +$574K +1,707 New
Axa
517
Axa
France
$588K +$573K +1,702 New
LC
518
LCNB Corp
Ohio
$580K +$33.6K +100 +6%
MC
519
Moors & Cabot
Massachusetts
$578K +$23.2K +69 +4%
AOWM
520
Alpha Omega Wealth Management
Virginia
$576K
PSUF
521
People's United Financial
Connecticut
$575K +$130K +385 +30%
TCOV
522
Trust Company of Vermont
Vermont
$574K -$2.35K -7 -0.4%
EAM
523
Evanson Asset Management
California
$573K +$2.02K +6 +0.4%
WANY
524
Wealthspire Advisors (New York)
New York
$568K
FAIM
525
Financial Advocates Investment Management
Washington
$567K -$999K -2,969 -64%

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.