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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
IWC
551
Integrated Wealth Concepts
Massachusetts
$502K +$489K +1,454 New
FNBSF
552
First National Bank Sioux Falls
South Dakota
$499K -$16.1K -48 -3%
KCM
553
Kanawha Capital Management
Virginia
$497K
NFG
554
NewFocus Financial Group
Washington
$495K
MIH
555
Madison Investment Holdings
Wisconsin
$493K -$15.1M -44,913 -97%
NDSI
556
Newman Dignan & Sheerar Inc
Rhode Island
$493K -$33.6K -100 -7%
SWMG
557
Strategic Wealth Management Group
Maryland
$492K
CG
558
Caprock Group
Idaho
$488K +$164K +487 +53%
AWM
559
Altium Wealth Management
New York
$486K -$905K -2,691 -66%
SBSB
560
Sullivan, Bruyette, Speros & Blaney
Virginia
$485K -$17.5K -52 -4%
IIC
561
Integrated Investment Consultants
Michigan
$484K
S
562
Surevest
California
$484K +$471K +1,400 New
MWM
563
Merriman Wealth Management
Washington
$483K +$101K +301 +27%
ACM
564
Aviance Capital Management
Florida
$479K +$77.4K +230 +20%
COI
565
Capital One Investing
Virginia
$479K +$466K +1,386 New
FC
566
FCA Corp
Texas
$477K
EWM
567
Empirical Wealth Management
Washington
$476K +$47.1K +140 +11%
FNT
568
First National Trust
Pennsylvania
$472K +$48.1K +143 +12%
RGC
569
Roberts, Glore & Co
Illinois
$469K +$457K +1,359 New
AA
570
Advisory Alpha
Michigan
$464K -$8.41K -25 -2%
FCH
571
Freestone Capital Holdings
Washington
$459K -$8.85M -26,303 -95%
Jane Street
572
Jane Street
New York
$458K +$201K +598 +82%
HPC
573
Hobart Private Capital
North Carolina
$458K -$151K -448 -25%
WA1
574
Wimmer Associates 1
California
$457K -$10.1K -30 -2%
DT
575
Diversified Trust
Tennessee
$451K

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.