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State Street SPDR S&P MIDCAP 400 ETF Trust

1,313 hedge funds and large institutions have $14B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 367 increasing their positions, 433 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 55

19% more call options, than puts

Call options by funds: $275M | Put options by funds: $231M

7% more capital invested

Capital invested by funds: $13.1B → $14B (+$964M)

3.96% more ownership

Funds ownership: 61.68%65.63% (+4%)

2% more funds holding

Funds holding: 1,2871,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

15% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 433

Holders
1,313
Holders Change
+26
Holders Change %
+2.02%
% of All Funds
18.85%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.73%
New
97
Increased
367
Reduced
433
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
KSB
526
Kennebec Savings Bank
Maine
$1.35M +$1.31M +2,373 New
AWM
527
Axxcess Wealth Management
California
$1.35M +$261K +474 +25%
EWA
528
EverSource Wealth Advisors
Alabama
$1.34M
CI
529
CX Institutional
Indiana
$1.33M -$84.8K -154 -6%
BBWP
530
Beacon Bridge Wealth Partners
Pennsylvania
$1.33M -$721K -1,308 -36%
CW
531
CreativeOne Wealth
Kansas
$1.33M +$44.6K +81 +4%
FCP
532
Fidelis Capital Partners
Florida
$1.33M
WS
533
Wedbush Securities
California
$1.32M +$12.7K +23 +1%
TSS
534
Two Sigma Securities
New York
$1.31M +$423K +768 +50%
AIM
535
Aspen Investment Management
Michigan
$1.3M +$472K +856 +60%
FMWA
536
Forvis Mazars Wealth Advisors
Missouri
$1.3M -$10.5K -19 -0.8%
OMC
537
Old Mission Capital
Illinois
$1.3M +$1.26M +2,281 New
TA
538
TruWealth Advisors
Louisiana
$1.29M -$23.7K -43 -2%
ACM
539
Allred Capital Management
Texas
$1.29M
LA
540
LM Advisors
California
$1.28M +$25.3K +46 +2%
NL
541
NWAM LLC
Washington
$1.28M +$1.24M +2,243 New
HR
542
Howe & Rusling
New York
$1.28M
MOS
543
MGO One Seven
Ohio
$1.27M +$74.4K +135 +6%
DWT
544
Dorsey & Whitney Trust
South Dakota
$1.27M
ZF
545
Zhang Financial
Michigan
$1.27M
WF
546
Warner Financial
Maryland
$1.26M +$551 +1 +0%
CRWM
547
Castle Rock Wealth Management
California
$1.26M +$40.8K +74 +3%
AFP
548
Alpha Financial Partners
Kentucky
$1.26M +$1.22M +2,216 New
EFG
549
Ehrlich Financial Group
California
$1.26M +$1.22M +2,216 New
FPGT
550
Financial Partners Group (Tennessee)
Tennessee
$1.26M +$22.6K +41 +2%

MDY Hedge Fund Activity: Q3 2024 in Review

1,313 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q3 2024, worth a combined $14B — up 7.4% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MDY positions and 55 closed out — a net gain of 42 holders — while 367 added to existing stakes and 433 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.2B. The largest seller was Bank of America, cutting an estimated $147M.

  • 1,313 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2024, up from 1,287 in Q2 2024.
  • Funds reported $14B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 97 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2024 and 55 closed out, a net change of +42 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $1.2B added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2024 was Bank of America, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.