We are live on ! Find out more
MDY icon

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
QT
601
Quantbot Technologies
New York
$487K +$470K +1,299 New
LRIC
602
Long Road Investment Counsel
Michigan
$479K -$61.4K -170 -12%
SNT
603
Security National Trust
West Virginia
$477K
OBGC
604
O'Brien Greene & Co
Pennsylvania
$476K
WWM
605
WJ Wealth Management
Arizona
$471K +$454K +1,255 New
CM
606
Columbus Macro
Pennsylvania
$469K
RGC
607
Roberts, Glore & Co
Illinois
$458K +$441K +1,221 New
SFG
608
SevenBridge Financial Group
Pennsylvania
$457K
PA
609
Procyon Advisors
Connecticut
$452K +$435K +1,203 New
KCM
610
Kanawha Capital Management
Virginia
$450K -$86.7K -240 -17%
PCIA
611
Prime Capital Investment Advisors
Kansas
$449K
EE
612
EWG Elevate
California
$447K +$430K +1,190 New
IFWM
613
Institute for Wealth Management
Colorado
$444K
BOS
614
Bingham Osborn & Scarborough
California
$438K
CWA
615
Clarus Wealth Advisors
Arizona
$437K -$58.6K -162 -12%
AIM
616
Arcadia Investment Management
Michigan
$436K -$3.98K -11 -0.9%
BHWM
617
Bay Harbor Wealth Management
Maryland
$433K -$29.6K -82 -7%
RSWM
618
Robertson Stephens Wealth Management
California
$433K
NWP
619
Northstar Wealth Partners
Connecticut
$432K +$361 +1 +0.1%
PV
620
Private Vista
Illinois
$431K
EWA
621
EP Wealth Advisors
California
$431K +$47.3K +131 +13%
BW
622
Bison Wealth
Georgia
$429K -$3.61K -10 -0.9%
GT
623
Greenleaf Trust
Michigan
$429K -$1.81K -5 -0.4%
FI
624
FormulaFolio Investments
Michigan
$429K +$32.9K +91 +9%
BHTS
625
Bar Harbor Trust Services
Maine
$428K +$412K +1,140 New

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.