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State Street SPDR S&P MIDCAP 400 ETF Trust

686 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $752M | Put options by funds: $570M

0.04% less ownership

Funds ownership: 54.98%54.94% (-0.04%)

4% less capital invested

Capital invested by funds: $10.9B → $10.5B (-$412M)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

1% less funds holding

Funds holding: 695686 (-9)

8% less funds holding in top 10

Funds holding in top 10: 10496 (-8)

25% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 272

Holders
686
Holders Change
-9
Holders Change %
-1.29%
% of All Funds
17.1%
Holding in Top 10
96
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.69%
% of All Funds
2.39%
New
45
Increased
205
Reduced
272
Closed
47
Calls
$752M
Puts
$570M
Net Calls
+$182M
Net Calls Change
+$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
626
First Financial Corp
Indiana
$103K -$83.4K -265 -45%
BC
627
Barnett & Company
Tennessee
$103K +$102K +325 New
AIM
628
Anchor Investment Management
South Carolina
$95.3K
PSW
629
Portfolio Strategies (Washington)
Washington
$90K -$208K -662 -70%
WIM
630
Westside Investment Management
California
$88.8K
SHJ
631
Sharkey, Howes & Javer
Colorado
$87K +$25.2K +80 +41%
MIFH
632
Migdal Insurance & Financial Holdings
Israel
$86K -$229K -728 -73%
IFA
633
Interactive Financial Advisors
Illinois
$85K -$2.83K -9 -3%
PCM
634
Prelude Capital Management
New York
$81K +$80.6K +256 New
GI
635
Gradient Investments
Minnesota
$77K -$20.5K -65 -21%
AWM
636
Avior Wealth Management
Nebraska
$74K
LIA
637
LS Investment Advisors
Michigan
$74K
AWM
638
AllSquare Wealth Management
New York
$74K +$11.3K +36 +18%
ABFS
639
Appropriate Balance Financial Services
Washington
$72.3K -$64.8K -206 -0.9%
FC
640
Ferris Capital
Massachusetts
$68K +$67.7K +215 New
PO
641
Private Ocean
California
$64K
CT
642
Clearstead Trust
Maine
$64K +$63K +200 New
VIA
643
Vantage Investment Advisors
Pennsylvania
$61K -$4.72K -15 -7%
MWM
644
Mascoma Wealth Management
New Hampshire
$60K
WTB
645
Washington Trust Bank
Washington
$57K
WB
646
Webster Bank
Connecticut
$53K
CHC
647
City Holding Co
West Virginia
$51K
UWPG
648
Ullmann Wealth Partners Group
Florida
$50K
ADL
649
Asset Dedication LLC
California
$49K
AP
650
Atwood & Palmer
Missouri
$48K +$47.2K +150 New

MDY Hedge Fund Activity: Q2 2017 in Review

686 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2017, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MDY and 45 opened new positions — a net loss of 2 holders — while 272 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Freedom Investment Management, cutting an estimated $238M.

  • 686 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2017, down from 695 in Q1 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2017 and 47 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2017 was Morgan Stanley, an estimated $267M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2017 was Freedom Investment Management, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2017.