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State Street SPDR S&P MIDCAP 400 ETF Trust

695 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

26% more call options, than puts

Call options by funds: $570M | Put options by funds: $452M

2% more funds holding

Funds holding: 684695 (+11)

0% more capital invested

Capital invested by funds: $10.9B → $10.9B (+$16.6M)

2.94% less ownership

Funds ownership: 57.93%54.98% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
695
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
2.59%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
626
M&R Capital Management
New Jersey
$171K
PB
627
Pinnacle Bancorp
Nebraska
$170K +$169K +545 New
CDIA
628
Capital Directions Investment Advisors
Georgia
$168K
APSP
629
Asset Planning Services (Pennsylvania)
Pennsylvania
$151K -$4.34K -14 -3%
ST
630
Smithfield Trust
Pennsylvania
$151K
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$144K
CFS
632
Commonwealth Financial Services
West Virginia
$142K -$3.48M -11,228 -96%
HDIM
633
Hanson & Doremus Investment Management
Vermont
$141K
AF
634
Allworth Financial
California
$139K
LJHT
635
Laurie J. Hall Trustee
$139K
PSUF
636
People's United Financial
Connecticut
$133K
WEC
637
Winslow Evans & Crocker
Massachusetts
$133K
SEI Investments
638
SEI Investments
Pennsylvania
$127K +$60.5K +195 +92%
CPA
639
Clear Perspective Advisors
Illinois
$125K
LF
640
Lee Financial
Texas
$125K
SEIA
641
Signature Estate & Investment Advisors
California
$125K +$124K +401 New
JGIA
642
Jackson Grant Investment Advisers
Connecticut
$121K -$34.8K -112 -22%
MMG
643
Monetary Management Group
Missouri
$111K +$9.31K +30 +9%
CGT
644
Capital Guardian Trust
California
$109K
ClearBridge Investments
645
ClearBridge Investments
New York
$107K
EA
646
Edge Advisors
Georgia
$103K
GI
647
Gradient Investments
Minnesota
$96K +$20.8K +67 +28%
AIM
648
Anchor Investment Management
South Carolina
$93.7K -$31K -100 -25%
IFA
649
Interactive Financial Advisors
Illinois
$87K -$7.14M -23,016 -99%
WIM
650
Westside Investment Management
California
$86.2K -$10.1M -32,409 -99%

MDY Hedge Fund Activity: Q1 2017 in Review

695 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2017, worth a combined $10.9B — up 0.15% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDY positions and 43 closed out — a net gain of 16 holders — while 222 added to existing stakes and 269 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Citigroup, cutting an estimated $407M.

  • 695 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2017, up from 684 in Q4 2016.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2017, up 0.15% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2017 and 43 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2017 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2017 was Citigroup, an estimated $407M sold.

Based on aggregated 13F filings for Q1 2017.