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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
SCM
601
Sebold Capital Management
Illinois
$1.04M -$9.92K -18 -1%
TCM
602
Triumph Capital Management
Colorado
$1.04M -$374K -679 -27%
AMCA
603
Arthur M. Cohen & Associates
Illinois
$1.03M +$1.1K +2 +0.1%
SFG
604
Sovereign Financial Group
Connecticut
$1.03M -$47.9K -87 -5%
BJL
605
Brighton Jones LLC
Washington
$1.03M -$129K -235 -11%
PP
606
Prosperity Planning
Missouri
$1.03M -$20.4K -37 -2%
PVI
607
Pine Valley Investments
New Jersey
$1.03M -$4.41K -8 -0.4%
PWW
608
Pettyjohn Wood & White
Virginia
$1.02M -$79.9K -145 -7%
SA
609
Strategic Advisors
New York
$1.02M +$144K +262 +17%
AWM
610
AE Wealth Management
Kansas
$1.01M -$6.25M -11,351 -86%
DIA
611
Dana Investment Advisors
Wisconsin
$1.01M +$1.1K +2 +0.1%
PCM
612
Parsons Capital Management
Rhode Island
$1.01M -$13.8K -25 -1%
SWC
613
Spectrum Wealth Counsel
Indiana
$1.01M
CIA
614
Choate Investment Advisors
Massachusetts
$1M -$54K -98 -5%
CWC
615
Carolinas Wealth Consulting
North Carolina
$993K
CB
616
Cadence Bank
Mississippi
$992K -$29.2K -53 -3%
LC
617
LCNB Corp
Ohio
$991K -$27.5K -50 -3%
LA
618
Lynch & Associates
Indiana
$991K
Fiera Capital (Canada)
619
Fiera Capital (Canada)
Quebec, Canada
$983K +$480K +872 +102%
ONST
620
Old North State Trust
North Carolina
$980K +$5.51K +10 +0.6%
Jennison Associates
621
Jennison Associates
New York
$976K +$270K +490 +40%
S
622
Sachetta
Massachusetts
$969K -$53.4K -97 -5%
PCMC
623
Paragon Capital Management (Colorado)
Colorado
$968K -$937K -1,700 -50%
MKC
624
M. Kraus & Co
Vermont
$968K
PWM
625
Peterson Wealth Management
Nevada
$963K -$190K -344 -17%

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.