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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FTIOP
501
Fiduciary Trust International of Pennsylvania
Pennsylvania
$792K -$12.7K -35 -2%
DIA
502
Dana Investment Advisors
Wisconsin
$789K -$368K -1,019 -33%
WANY
503
Wealthspire Advisors (New York)
New York
$788K +$55.7K +154 +8%
HKAM
504
Horizon Kinetics Asset Management
New York
$786K -$155K -430 -17%
VWA
505
V Wealth Advisors
Kansas
$785K
MWPCG
506
Measured Wealth Private Client Group
New Hampshire
$783K +$754K +2,086 New
GC
507
Grimes & Company
Massachusetts
$780K +$68.7K +190 +10%
Select Equity Group
508
Select Equity Group
New York
$778K +$749K +2,072 New
MWM
509
Minot Wealth Management
Massachusetts
$775K +$739K +2,045 New
TH
510
TCTC Holdings
Texas
$765K
RWB
511
RMR Wealth Builders
New Jersey
$765K +$736K +2,037 New
PWM
512
Perigon Wealth Management
California
$748K +$471K +1,303 +187%
TVAMP
513
Tennessee Valley Asset Management Partners
Tennessee
$743K +$18.1K +50 +3%
QPWM
514
Quadrant Private Wealth Management
Pennsylvania
$737K -$10.1K -28 -1%
NCM
515
Neumann Capital Management
California
$725K -$21.7K -60 -3%
WS
516
Wedbush Securities
California
$723K -$361 -1 -0.1%
PCA
517
Personal Capital Advisors
California
$720K +$129K +356 +23%
DADC
518
D.A. Davidson & Co
Montana
$715K +$69K +191 +11%
CWM
519
Cornerstone Wealth Management
Missouri
$710K -$140K -386 -17%
RIG
520
Roosevelt Investment Group
New York
$704K
NP
521
NorthRock Partners
Minnesota
$688K +$29.6K +82 +5%
FA
522
Fagan Associates
New York
$684K -$12.7K -35 -2%
CWM
523
Chesapeake Wealth Management
Virginia
$681K -$8.68K -24 -1%
BJL
524
Brighton Jones LLC
Washington
$677K +$1.08K +3 +0.2%
CBN
525
Cadence Bank NA
Texas
$676K -$1.08K -3 -0.2%

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.