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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
RFM
551
Royal Fund Management
Florida
$1.24M +$1.2M +2,170 New
9WM
552
9258 Wealth Management
Ohio
$1.23M
RGC
553
Roberts, Glore & Co
Illinois
$1.22M +$531K +964 +82%
LJAC
554
L.J. Altfest & Co
New York
$1.22M +$60.1K +109 +5%
FFG
555
Frisch Financial Group
New York
$1.22M +$80.4K +146 +7%
LWM
556
Lyell Wealth Management
California
$1.21M -$44.1K -80 -4%
GVAG
557
Great Valley Advisor Group
Delaware
$1.21M +$1.1K +2 +0.1%
ACA
558
American Capital Advisory
Idaho
$1.2M +$51.8K +94 +5%
STA
559
Summit Trail Advisors
New York
$1.2M +$138K +250 +13%
FRA
560
Frank Rimerman Advisors
California
$1.2M
GFP
561
Gryphon Financial Partners
Ohio
$1.2M -$2.75K -5 -0.2%
TFG
562
Taylor Financial Group
Virginia
$1.2M
BAM
563
Belpointe Asset Management
Nevada
$1.2M -$2.22M -4,029 -66%
MAM
564
Milestone Asset Management
Pennsylvania
$1.2M +$706K +1,282 +157%
AAS
565
Ameritas Advisory Services
Nebraska
$1.19M -$257K -467 -18%
BOH
566
Bank of Hawaii
Hawaii
$1.19M
APA
567
Astoria Portfolio Advisors
New York
$1.18M -$8.81K -16 -0.8%
SCM
568
SOL Capital Management
Maryland
$1.18M +$30.3K +55 +3%
GCP
569
GSA Capital Partners
United Kingdom
$1.17M +$1.13M +2,057 New
FFS
570
Founders Financial Securities
Maryland
$1.17M -$285K -518 -20%
APP
571
Avantax Planning Partners
Iowa
$1.17M -$306K -556 -21%
PFG
572
Pacific Financial Group
Washington
$1.17M -$62.8K -114 -5%
BMC
573
Bear Mountain Capital
Washington
$1.17M
BFS
574
Bradley Foster & Sargent
Connecticut
$1.17M +$23.7K +43 +2%
JWA
575
JFS Wealth Advisors
Pennsylvania
$1.16M

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.