We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

856 hedge funds and large institutions have $11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $307M | Put options by funds: $204M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0.65% more ownership

Funds ownership: 55.57%56.22% (+0.65%)

0% less funds holding

Funds holding: 857856 (-1)

11% less funds holding in top 10

Funds holding in top 10: 9887 (-11)

34% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 361

Holders
856
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.59%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
626
Harborview Advisors
Maine
$325K +$43.7K +125 +16%
BFA
627
Bragg Financial Advisors
North Carolina
$323K
SQA
628
Simon Quick Advisors
New Jersey
$323K -$8.39K -24 -3%
CIAS
629
Capital Investment Advisory Services
North Carolina
$321K -$17.5K -50 -5%
EGA
630
Eagle Global Advisors
Texas
$317K -$22.7K -65 -7%
STA
631
Summit Trail Advisors
New York
$316K -$6.64K -19 -2%
WPC
632
Waters Parkerson & Co
Louisiana
$316K
APSP
633
Asset Planning Services (Pennsylvania)
Pennsylvania
$316K +$349 +1 +0.1%
MMM
634
Mendel Money Management
Illinois
$315K +$311K +889 New
I
635
IberiaBank
Louisiana
$314K +$74.1K +212 +31%
CFS
636
CRA Financial Services
New Jersey
$313K
EFSCE
637
Enterprise Financial Services Corp (EFSC)
Missouri
$313K
RSWM
638
Robertson Stephens Wealth Management
California
$311K +$305K +874 New
OFS
639
Orrstown Financial Services
Pennsylvania
$307K
LBD
640
Landsberg Bennett & Dubbaneh
Florida
$305K +$2.1K +6 +0.7%
CCM
641
Coldstream Capital Management
Washington
$301K -$113K -322 -28%
JFA
642
JNBA Financial Advisors
Minnesota
$300K
RPC
643
Rossmore Private Capital
Connecticut
$300K
CS
644
Cannell & Spears
New York
$300K +$10.8K +31 +4%
GT
645
Glenview Trust
Kentucky
$299K
BWM
646
Baystate Wealth Management
Massachusetts
$299K +$699 +2 +0.2%
RMCM
647
Reynders McVeigh Capital Management
Massachusetts
$295K -$26.2K -75 -8%
TCM
648
Telos Capital Management
California
$295K +$31.8K +91 +12%
ITIM
649
Indiana Trust & Investment Management
Indiana
$294K
NSB
650
Norway Savings Bank
Maine
$293K -$17.5K -50 -6%

MDY Hedge Fund Activity: Q2 2019 in Review

856 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2019, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDY positions and 41 closed out — a net gain of 10 holders — while 237 added to existing stakes and 361 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.8M. The largest seller was Freedom Investment Management, cutting an estimated $114M.

  • 856 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2019, down from 857 in Q1 2019.
  • Funds reported $11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2019 and 41 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $88.8M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2019 was Freedom Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.