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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
VIM
526
Vista Investment Management
Pennsylvania
$564K
LPT
527
Legacy Private Trust
Wisconsin
$563K
BCA
528
Bay Colony Advisors
Massachusetts
$561K
SAM
529
Seelaus Asset Management
New Jersey
$561K
First Manhattan
530
First Manhattan
New York
$559K
LFAS
531
Level Four Advisory Services
Texas
$557K -$471K -1,399 -46%
OIA
532
OneDigital Investment Advisors
Kansas
$548K -$308K -916 -37%
WI
533
Wintrust Investments
Illinois
$547K -$11.4K -34 -2%
QPWM
534
Quadrant Private Wealth Management
Pennsylvania
$546K -$91.8K -273 -15%
GWS
535
Glassman Wealth Services
Virginia
$546K
DADC
536
D.A. Davidson & Co
Montana
$536K +$47.4K +141 +10%
CFA
537
Carroll Financial Associates
North Carolina
$533K +$513K +1,524 +7,620%
LRIC
538
Long Road Investment Counsel
Michigan
$530K +$101K +300 +24%
BWP
539
Baldwin Wealth Partners
Massachusetts
$528K +$436K +1,296 +559%
CCMG
540
Clark Capital Management Group
Pennsylvania
$527K
BOH
541
Bank of Hawaii
Hawaii
$524K -$5.05K -15 -1%
APA
542
American Portfolios Advisors
New York
$523K +$174K +517 +52%
CFGS
543
Concourse Financial Group Securities
Alabama
$520K +$44.4K +132 +10%
BIM
544
Bridgecreek Investment Management
Oklahoma
$518K
JIR
545
James Investment Research
Ohio
$518K
OPCM
546
Osborne Partners Capital Management
California
$509K +$42K +125 +9%
HIIFS
547
Harel Insurance Investments & Financial Services
Israel
$507K -$454K -1,350 Closed
WA
548
Wealth Architects
California
$507K +$336 +1 +0.1%
BHWM
549
Bar Harbor Wealth Management
New Hampshire
$506K
CL
550
CPWM LLC
Washington
$505K +$1.35K +4 +0.3%

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.