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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
WIA
626
World Investment Advisors
California
$338K +$3.7K +11 +1%
BA
627
Baugh & Associates
Georgia
$338K +$4.71K +14 +1%
SFWA
628
Summit Financial Wealth Advisors
Louisiana
$337K +$324K +962 New
OMC
629
Old Mission Capital
Illinois
$336K +$328K +974 New
SFA
630
Semmax Financial Advisors
North Carolina
$332K -$480K -1,426 -60%
EGA
631
Eagle Global Advisors
Texas
$332K -$26.9K -80 -8%
CIAS
632
Capital Investment Advisory Services
North Carolina
$332K
TCM
633
Tradition Capital Management
New Jersey
$332K
FNBOO
634
First National Bank of Omaha
Nebraska
$332K +$2.69K +8 +0.8%
BWA
635
Burt Wealth Advisors
Maryland
$329K
HIC
636
Holderness Investments Company
North Carolina
$328K -$13.5K -40 -4%
GLA
637
Great Lakes Advisors
Illinois
$326K +$37K +110 +13%
WMG
638
WESCAP Management Group
California
$325K -$277K -824 -47%
OCM
639
One Capital Management
California
$325K
SQA
640
Simon Quick Advisors
New Jersey
$323K +$16.8K +50 +6%
NFC
641
Northeast Financial Consultants
Connecticut
$318K +$309K +920 New
SFG
642
SevenBridge Financial Group
Pennsylvania
$317K
BFA
643
Bragg Financial Advisors
North Carolina
$314K -$5.05K -15 -2%
STA
644
Summit Trail Advisors
New York
$313K -$311K -926 -51%
RMCM
645
Reynders McVeigh Capital Management
Massachusetts
$313K -$101K -300 -25%
PCMK
646
Paragon Capital Management (Kansas)
Kansas
$312K -$62.9K -187 -17%
AIM
647
Avity Investment Management
Connecticut
$311K
APSP
648
Asset Planning Services (Pennsylvania)
Pennsylvania
$308K -$7.06K -21 -2%
WPC
649
Waters Parkerson & Co
Louisiana
$307K
CFS
650
CRA Financial Services
New Jersey
$305K -$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.