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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
CAM
576
Cresset Asset Management
Illinois
$415K -$191K -546 -32%
TP
577
Truvvo Partners
New York
$414K +$407K +1,165 New
BOS
578
Bingham Osborn & Scarborough
California
$413K
EWF
579
Epstein & White Financial
California
$410K -$22K -63 -5%
VBFG
580
Vishria Bird Financial Group
Tennessee
$410K -$2.8K -8 -0.7%
BW
581
Bison Wealth
Georgia
$409K -$20.6K -59 -5%
PV
582
Private Vista
Illinois
$408K
PMG
583
ProVise Management Group
Florida
$405K
WWM
584
Western Wealth Management
Colorado
$404K -$5.24K -15 -1%
COI
585
Capital One Investing
Virginia
$402K -$88.4K -253 -18%
BP
586
BBR Partners
New York
$399K -$273K -780 -41%
AFS
587
Access Financial Services
Minnesota
$397K +$392K +1,121 New
SCM
588
Southport Capital Management
Tennessee
$394K
CC
589
Cadinha & Co
Hawaii
$392K +$6.99K +20 +2%
WA1
590
Wimmer Associates 1
California
$390K -$77.9K -223 -17%
MMPW
591
Mitchell McLeod Pugh & Williams
Alabama
$388K -$26.6K -76 -6%
JRP
592
Jasper Ridge Partners
California
$388K
NB
593
Nicolet Bankshares
Wisconsin
$386K -$32.5K -93 -8%
FWP
594
FAS Wealth Partners
Kansas
$380K -$32.5K -93 -8%
HIC
595
Holderness Investments Company
North Carolina
$376K +$38.4K +110 +12%
AWA
596
AmeriServ Wealth Advisors
Pennsylvania
$375K
RW
597
REDW Wealth
New Mexico
$373K +$699 +2 +0.2%
BPCE
598
Bank Pictet & Cie (Europe)
Germany
$370K -$45.4K -130 -11%
FI
599
FormulaFolio Investments
Michigan
$367K -$7.69K -22 -2%
GT
600
Greenleaf Trust
Michigan
$366K

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.