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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
CCM
601
Coldstream Capital Management
Washington
$404K -$2.02K -6 -0.5%
FWP
602
FAS Wealth Partners
Kansas
$403K -$336 -1 -0.1%
BOS
603
Bingham Osborn & Scarborough
California
$403K +$161K +480 +70%
WWM
604
Western Wealth Management
Colorado
$402K -$61.9K -184 -14%
VBFG
605
Vishria Bird Financial Group
Tennessee
$402K -$9.76K -29 -2%
PV
606
Private Vista
Illinois
$396K
PMG
607
ProVise Management Group
Florida
$394K
SCM
608
Southport Capital Management
Tennessee
$383K
HCM
609
Hilton Capital Management
New York
$380K -$370K -1,100 Closed
JRP
610
Jasper Ridge Partners
California
$378K
WP
611
WealthPLAN Partners
Nebraska
$376K
CC
612
Cadinha & Co
Hawaii
$375K -$62.6K -186 -15%
MHS
613
M Holdings Securities
Oregon
$374K -$13.5K -40 -4%
FI
614
FormulaFolio Investments
Michigan
$365K +$33.3K +99 +10%
AWA
615
AmeriServ Wealth Advisors
Pennsylvania
$364K
MFBTD
616
MB Financial Bank - Trust Department
Illinois
$364K
RW
617
REDW Wealth
New Mexico
$363K +$673 +2 +0.2%
GT
618
Greenleaf Trust
Michigan
$356K +$63.2K +188 +22%
CBB
619
Citizens Business Bank
California
$352K -$18.8K -56 -5%
LIC
620
Lodestar Investment Counsel
Illinois
$352K +$673 +2 +0.2%
NEIRG
621
New England Investment & Retirement Group
Massachusetts
$352K +$343K +1,019 New
RPGK
622
Retirement Planning Group (Kansas)
Kansas
$350K -$15.5K -46 -4%
RG
623
Rathbones Group
United Kingdom
$345K
DWA
624
Douglass Winthrop Advisors
New York
$342K -$2.69K -8 -0.8%
BWA
625
BlueSky Wealth Advisors
North Carolina
$339K +$1.01K +3 +0.3%

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.