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State Street SPDR S&P MIDCAP 400 ETF Trust

1,313 hedge funds and large institutions have $14B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 367 increasing their positions, 433 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 55

19% more call options, than puts

Call options by funds: $275M | Put options by funds: $231M

7% more capital invested

Capital invested by funds: $13.1B → $14B (+$964M)

3.96% more ownership

Funds ownership: 61.68%65.63% (+4%)

2% more funds holding

Funds holding: 1,2871,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

15% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 433

Holders
1,313
Holders Change
+26
Holders Change %
+2.02%
% of All Funds
18.85%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.73%
New
97
Increased
367
Reduced
433
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
626
Moors & Cabot
Massachusetts
$960K -$2.2K -4 -0.2%
LSIA
627
LaSalle St. Investment Advisors
Illinois
$953K +$3.31K +6 +0.4%
LPT
628
Legacy Private Trust
Wisconsin
$949K
SAM
629
Sawgrass Asset Management
Florida
$943K
AI
630
Atria Investments
North Carolina
$942K -$1.96M -3,551 -68%
QCG
631
Quadrant Capital Group
Ohio
$941K
JAG
632
Journey Advisory Group
Kentucky
$940K
AP
633
Adero Partners
California
$935K -$50.7K -92 -5%
NRG
634
Nemes Rush Group
Michigan
$933K -$2.75K -5 -0.3%
RT
635
Rockland Trust
Massachusetts
$927K -$11K -20 -1%
GCM
636
Gator Capital Management
Florida
$921K
AI
637
Accredited Investors
Minnesota
$916K
OWM
638
Orgel Wealth Management
Wisconsin
$915K +$186K +338 +27%
AA
639
Alesco Advisors
New York
$914K
HCM
640
Howland Capital Management
Massachusetts
$912K
BFAG
641
Blackston Financial Advisory Group
Florida
$909K +$879K +1,595 New
HF
642
Halpern Financial
Virginia
$907K +$6.61K +12 +0.8%
LRIC
643
Long Road Investment Counsel
Michigan
$906K +$19.3K +35 +2%
MCC
644
Money Concepts Capital
Florida
$904K -$1.81M -3,284 -67%
TW
645
TritonPoint Wealth
Maryland
$899K +$24.8K +45 +3%
AWA
646
Acorn Wealth Advisors
Michigan
$896K -$75.5K -137 -8%
TW
647
TrinityPoint Wealth
Connecticut
$894K +$36.9K +67 +4%
RFA
648
RTD Financial Advisors
Pennsylvania
$889K
BCA
649
Bay Colony Advisors
Massachusetts
$886K +$9.92K +18 +1%
V
650
VeraBank
Texas
$880K

MDY Hedge Fund Activity: Q3 2024 in Review

1,313 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q3 2024, worth a combined $14B — up 7.4% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MDY positions and 55 closed out — a net gain of 42 holders — while 367 added to existing stakes and 433 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.2B. The largest seller was Bank of America, cutting an estimated $147M.

  • 1,313 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2024, up from 1,287 in Q2 2024.
  • Funds reported $14B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 97 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2024 and 55 closed out, a net change of +42 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $1.2B added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2024 was Bank of America, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.