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State Street SPDR S&P MIDCAP 400 ETF Trust

695 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

26% more call options, than puts

Call options by funds: $570M | Put options by funds: $452M

2% more funds holding

Funds holding: 684695 (+11)

0% more capital invested

Capital invested by funds: $10.9B → $10.9B (+$16.6M)

2.94% less ownership

Funds ownership: 57.93%54.98% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
695
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
2.59%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
526
Ledyard National Bank
$338K
CCB
527
Cutter & Co Brokerage
Missouri
$337K +$111K +358 +50%
BOS
528
Bingham Osborn & Scarborough
California
$336K +$334K +1,076 New
TCM
529
Tradition Capital Management
New Jersey
$332K -$22K -71 -6%
FT
530
Fiduciary Trust
Massachusetts
$329K -$22.3K -72 -6%
CCM
531
Coldstream Capital Management
Washington
$329K
LA
532
Leonetti & Associates
Illinois
$328K -$16.6M -53,419 -98%
EVC
533
Eidelman Virant Capital
Missouri
$328K
RWP
534
RWA Wealth Partners
Massachusetts
$328K +$326K +1,049 New
BWM
535
Baystate Wealth Management
Massachusetts
$326K
SA
536
SpiderRock Advisors
Delaware
$325K
HW
537
Hedeker Wealth
Illinois
$321K -$129K -415 -29%
GT
538
Glenview Trust
Kentucky
$321K
NSB
539
Norway Savings Bank
Maine
$320K -$54.3K -175 -15%
FCH
540
Freestone Capital Holdings
Washington
$317K -$3.04M -9,807 -91%
OAM
541
Oppenheimer Asset Management
New York
$314K +$312K +1,004 New
FPF
542
FNY Partners Fund
New York
$314K +$313K +1,008 New
RG
543
Rathbones Group
United Kingdom
$312K
AFIA
544
America First Investment Advisors
Nebraska
$312K +$310K +1,000 New
MIFH
545
Migdal Insurance & Financial Holdings
Israel
$311K -$940K -3,030 -75%
PIM
546
Penobscot Investment Management
Massachusetts
$309K
BWA
547
BlueSky Wealth Advisors
North Carolina
$301K -$11.8K -38 -4%
SIM
548
Sigma Investment Management
Oregon
$299K -$36.6K -118 -11%
BWA
549
Burt Wealth Advisors
Maryland
$298K -$31.3K -101 -10%
DP
550
Dearborn Partners
Illinois
$297K -$155K -500 -34%

MDY Hedge Fund Activity: Q1 2017 in Review

695 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2017, worth a combined $10.9B — up 0.15% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDY positions and 43 closed out — a net gain of 16 holders — while 222 added to existing stakes and 269 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Citigroup, cutting an estimated $407M.

  • 695 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2017, up from 684 in Q4 2016.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2017, up 0.15% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2017 and 43 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2017 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2017 was Citigroup, an estimated $407M sold.

Based on aggregated 13F filings for Q1 2017.