We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

686 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $752M | Put options by funds: $570M

0.04% less ownership

Funds ownership: 54.98%54.94% (-0.04%)

4% less capital invested

Capital invested by funds: $10.9B → $10.5B (-$412M)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

1% less funds holding

Funds holding: 695686 (-9)

8% less funds holding in top 10

Funds holding in top 10: 10496 (-8)

25% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 272

Holders
686
Holders Change
-9
Holders Change %
-1.29%
% of All Funds
17.1%
Holding in Top 10
96
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.69%
% of All Funds
2.39%
New
45
Increased
205
Reduced
272
Closed
47
Calls
$752M
Puts
$570M
Net Calls
+$182M
Net Calls Change
+$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
526
Rathbones Group
United Kingdom
$318K
APSP
527
Asset Planning Services (Pennsylvania)
Pennsylvania
$318K +$164K +521 +108%
PIM
528
Penobscot Investment Management
Massachusetts
$314K
MFBTD
529
MB Financial Bank - Trust Department
Illinois
$311K -$118K -375 -28%
BWA
530
BlueSky Wealth Advisors
North Carolina
$306K
SIM
531
Sigma Investment Management
Oregon
$304K
MDCM
532
Morgan Dempsey Capital Management
Wisconsin
$302K +$299K +950 New
OCM
533
One Capital Management
California
$299K +$14.2K +45 +5%
LNB
534
Ledyard National Bank
$294K -$49.4K -157 -15%
MWAC
535
Mariner Wealth Advisors (Cincinnati)
Ohio
$293K +$26.1K +83 +10%
SFG
536
SevenBridge Financial Group
Pennsylvania
$292K
FNBOO
537
First National Bank of Omaha
Nebraska
$288K
GT
538
Greenleaf Trust
Michigan
$287K -$7.55K -24 -3%
RW
539
REDW Wealth
New Mexico
$281K -$15.7K -50 -5%
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$280K
FHB
541
First Hawaiian Bank
Hawaii
$276K
SI
542
SII Investments
Wisconsin
$274K +$10.7K +34 +4%
FI
543
FormulaFolio Investments
Michigan
$273K -$81.8K -260 -23%
FCH
544
Freestone Capital Holdings
Washington
$271K -$51K -162 -16%
Fiera Capital (Canada)
545
Fiera Capital (Canada)
Quebec, Canada
$270K
WMSA
546
Weiss Multi-Strategy Advisers
New York
$266K +$263K +837 New
TTWM
547
TCV Trust & Wealth Management
Virginia
$265K -$16.7K -53 -6%
Jane Street
548
Jane Street
New York
$263K -$476K -1,512 -65%
EAMA
549
EFG Asset Management (Americas)
Florida
$262K +$32.7K +104 +14%
ZB
550
Zions Bancorporation
Utah
$261K -$1.57K -5 -0.6%

MDY Hedge Fund Activity: Q2 2017 in Review

686 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2017, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MDY and 45 opened new positions — a net loss of 2 holders — while 272 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Freedom Investment Management, cutting an estimated $238M.

  • 686 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2017, down from 695 in Q1 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2017 and 47 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2017 was Morgan Stanley, an estimated $267M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2017 was Freedom Investment Management, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2017.