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State Street SPDR S&P MIDCAP 400 ETF Trust

856 hedge funds and large institutions have $11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $307M | Put options by funds: $204M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0.65% more ownership

Funds ownership: 55.57%56.22% (+0.65%)

0% less funds holding

Funds holding: 857856 (-1)

11% less funds holding in top 10

Funds holding in top 10: 9887 (-11)

34% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 361

Holders
856
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.59%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
526
Sequoia Financial Advisors
Ohio
$559K -$227K -650 -29%
OWM
527
Orgel Wealth Management
Wisconsin
$558K -$109K -311 -17%
MC
528
Moors & Cabot
Massachusetts
$556K -$37K -106 -6%
VFA
529
Voya Financial Advisors
Connecticut
$546K -$124K -356 -19%
BWP
530
Baldwin Wealth Partners
Massachusetts
$542K
CCMG
531
Clark Capital Management Group
Pennsylvania
$541K
IWC
532
Integrated Wealth Concepts
Massachusetts
$539K +$80.4K +230 +16%
SEI Investments
533
SEI Investments
Pennsylvania
$538K -$137K -393 -21%
BOH
534
Bank of Hawaii
Hawaii
$538K
BIM
535
Bridgecreek Investment Management
Oklahoma
$532K
SI
536
Stephens Inc
Arkansas
$525K -$103K -294 -17%
WMSA
537
Weiss Multi-Strategy Advisers
New York
$521K +$307K +878 +149%
HIIFS
538
Harel Insurance Investments & Financial Services
Israel
$521K +$517K +1,480 New
BHWM
539
Bar Harbor Wealth Management
New Hampshire
$519K
CL
540
CPWM LLC
Washington
$519K +$1.05K +3 +0.2%
CIA
541
Capital Investment Advisors
Georgia
$519K +$62.2K +178 +14%
WA
542
Wealth Architects
California
$514K -$6.29K -18 -1%
LRIC
543
Long Road Investment Counsel
Michigan
$512K -$31.5K -90 -6%
FNBSF
544
First National Bank Sioux Falls
South Dakota
$512K
KCM
545
Kanawha Capital Management
Virginia
$511K
NFG
546
NewFocus Financial Group
Washington
$508K
SI
547
Shaker Investments
Ohio
$507K +$499K +1,429 New
SWMG
548
Strategic Wealth Management Group
Maryland
$505K
LFAS
549
Level Four Advisory Services
Texas
$499K -$72K -206 -13%
AWM
550
Altium Wealth Management
New York
$499K

MDY Hedge Fund Activity: Q2 2019 in Review

856 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2019, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDY positions and 41 closed out — a net gain of 10 holders — while 237 added to existing stakes and 361 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.8M. The largest seller was Freedom Investment Management, cutting an estimated $114M.

  • 856 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2019, down from 857 in Q1 2019.
  • Funds reported $11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2019 and 41 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $88.8M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2019 was Freedom Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.