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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
VIM
551
Vista Investment Management
Pennsylvania
$608K -$4.7K -13 -0.8%
WWM
552
Western Wealth Management
Colorado
$607K +$170K +471 +41%
SAM
553
Seelaus Asset Management
New Jersey
$602K
SS
554
Sunbelt Securities
Texas
$598K +$48.1K +133 +9%
RWP
555
RWA Wealth Partners
Massachusetts
$597K -$93.6K -259 -14%
HFP
556
Holistic Financial Partners
Indiana
$592K -$82.8K -229 -13%
BFM
557
Broadview Financial Management
Wisconsin
$589K +$2.17K +6 +0.4%
WI
558
Wintrust Investments
Illinois
$588K +$15.9K +44 +3%
PNC
559
Park National Corp
Ohio
$586K +$17.7K +49 +3%
APA
560
American Portfolios Advisors
New York
$580K -$18.4K -51 -3%
WA
561
Wealth Advisors
California
$577K +$548K +1,515 New
TI
562
tru Independence
Oregon
$576K +$793K +2,194 New
TPCW
563
TD Private Client Wealth
New York
$574K +$553K +1,530 New
BWP
564
Baldwin Wealth Partners
Massachusetts
$574K
FAIM
565
Financial Advocates Investment Management
Washington
$573K -$3.98K -11 -0.7%
SAG
566
Spotlight Asset Group
Illinois
$571K +$714K +1,976 New
BOH
567
Bank of Hawaii
Hawaii
$570K
BIM
568
Bridgecreek Investment Management
Oklahoma
$569K +$5.42K +15 +1%
ACI
569
Alpha Cubed Investments
California
$566K -$110K -305 -17%
SIC
570
Samalin Investment Counsel
New York
$566K +$546K +1,510 New
SFA
571
Sequoia Financial Advisors
Ohio
$562K -$28.6K -79 -5%
LFAS
572
Level Four Advisory Services
Texas
$562K -$3.98K -11 -0.7%
EP
573
Edgestream Partners
New Jersey
$562K +$541K +1,498 New
SI
574
Stephens Inc
Arkansas
$556K
CL
575
CPWM LLC
Washington
$553K +$1.45K +4 +0.3%

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.