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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
626
Cadinha & Co
Hawaii
$425K
PTB
627
Pioneer Trust Bank
Oregon
$421K -$835K -2,310 -67%
ACP
628
Aveo Capital Partners
Colorado
$417K +$12.7K +35 +3%
CAM
629
Congress Asset Management
Massachusetts
$415K -$7.23K -20 -2%
AWM
630
Aberdeen Wealth Management
Illinois
$412K +$397K +1,097 New
JRP
631
Jasper Ridge Partners
California
$411K
MMPW
632
Mitchell McLeod Pugh & Williams
Alabama
$411K
SBIA
633
Sheaff Brock Investment Advisors
Indiana
$408K -$9.04K -25 -2%
NB
634
Nicolet Bankshares
Wisconsin
$406K
FWP
635
FAS Wealth Partners
Kansas
$406K +$1.08K +3 +0.3%
EWM
636
Empirical Wealth Management
Washington
$404K
BP
637
BBR Partners
New York
$402K -$19.9K -55 -5%
PSF
638
Pacific Sun Financial
California
$401K +$361 +1 +0.1%
RC
639
Rovin Capital
Arizona
$401K +$386K +1,068 New
SPP
640
Single Point Partners
Massachusetts
$396K +$382K +1,056 New
BEC
641
Blue Edge Capital
Virginia
$393K +$1.45K +4 +0.2%
PMG
642
ProVise Management Group
Florida
$391K
NEIRG
643
New England Investment & Retirement Group
Massachusetts
$383K
PBF
644
Petix & Botte Financial
California
$383K +$368K +1,018 New
VBFG
645
Vishria Bird Financial Group
Tennessee
$381K -$50.6K -140 -12%
22CM
646
20/20 Capital Management
California
$381K +$365K +1,010 New
NEPPG
647
New England Professional Planning Group
Rhode Island
$381K +$367K +1,015 New
RG
648
Rathbones Group
United Kingdom
$375K
PIA
649
Perennial Investment Advisors
California
$375K +$361K +999 New
9WM
650
9258 Wealth Management
Ohio
$375K +$361K +1,000 New

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.