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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
Jennison Associates
526
Jennison Associates
New York
$676K +$651K +1,802 New
SCM
527
SOL Capital Management
Maryland
$674K +$52.4K +145 +9%
MIG
528
McGuire Investment Group
Rhode Island
$673K -$16.3K -45 -2%
CWM
529
CCG Wealth Management
California
$673K
JIC
530
Joel Isaacson & Co
New York
$671K
SAM
531
Sawgrass Asset Management
Florida
$664K -$560K -1,550 -47%
BCA
532
Bay Colony Advisors
Massachusetts
$657K
PCMC
533
Paragon Capital Management (Colorado)
Colorado
$657K
AWA
534
Arkadios Wealth Advisors
Georgia
$653K +$618K +1,709 New
TCOV
535
Trust Company of Vermont
Vermont
$652K -$5.78K -16 -0.9%
AP
536
Appleton Partners
Massachusetts
$650K -$5.06K -14 -0.8%
WPC
537
White Pine Capital
Minnesota
$646K -$5.42K -15 -0.9%
LCM
538
Leisure Capital Management
California
$638K
SEI Investments
539
SEI Investments
Pennsylvania
$634K +$54.2K +150 +10%
PWM
540
Paulson Wealth Management
Illinois
$632K -$71.2K -197 -11%
PWAP
541
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$632K -$26.4K -73 -4%
SBSB
542
Sullivan, Bruyette, Speros & Blaney
Virginia
$632K +$36.1K +100 +6%
LC
543
LCNB Corp
Ohio
$631K +$9.04K +25 +2%
MC
544
Moors & Cabot
Massachusetts
$631K +$10.1K +28 +2%
AP
545
Adero Partners
California
$630K +$607K +1,679 New
EAM
546
Evanson Asset Management
California
$629K +$2.17K +6 +0.4%
AOWM
547
Alpha Omega Wealth Management
Virginia
$626K
STA
548
Summit Trail Advisors
New York
$613K +$253K +701 +76%
LPT
549
Legacy Private Trust
Wisconsin
$612K
OWM
550
Orgel Wealth Management
Wisconsin
$609K

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.