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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
S
551
Surevest
California
$498K +$1.05K +3 +0.2%
SBSB
552
Sullivan, Bruyette, Speros & Blaney
Virginia
$497K
IIC
553
Integrated Investment Consultants
Michigan
$496K
CCM
554
Crabel Capital Management
California
$493K +$185K +529 +61%
FC
555
FCA Corp
Texas
$489K
RWA
556
Redhawk Wealth Advisors
Minnesota
$488K -$199K -569 -29%
EWM
557
Empirical Wealth Management
Washington
$474K -$14K -40 -3%
OBGC
558
O'Brien Greene & Co
Pennsylvania
$468K -$143K -410 -24%
DT
559
Diversified Trust
Tennessee
$464K
QCM
560
Quest Capital Management
Texas
$460K
EWM
561
Evermay Wealth Management
Virginia
$452K
SNT
562
Security National Trust
West Virginia
$450K
AA
563
Advisory Alpha
Michigan
$445K -$21K -60 -5%
CL
564
Choreo LLC
Illinois
$444K +$148K +424 +51%
JWA
565
JFS Wealth Advisors
Pennsylvania
$443K -$17.5K -50 -4%
CM
566
Columbus Macro
Pennsylvania
$443K
NSAM
567
North Star Asset Management
Wisconsin
$441K
CWA
568
Clarus Wealth Advisors
Arizona
$440K +$416K +1,190 +2,380%
BFM
569
Broadview Financial Management
Wisconsin
$434K +$1.05K +3 +0.2%
SIA
570
Strategic Investment Advisors
Michigan
$432K -$1.13M -3,229 -73%
SFG
571
SevenBridge Financial Group
Pennsylvania
$432K +$105K +300 +33%
CFGS
572
Concourse Financial Group Securities
Alabama
$427K -$106K -302 -20%
SBIA
573
Sheaff Brock Investment Advisors
Indiana
$424K -$3.84K -11 -0.9%
PCIA
574
Prime Capital Investment Advisors
Kansas
$424K
AIM
575
Arcadia Investment Management
Michigan
$416K -$5.24K -15 -1%

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.