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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
EFSCE
651
Enterprise Financial Services Corp (EFSC)
Missouri
$305K +$35.7K +106 +14%
EWA
652
Exencial Wealth Advisors
Oklahoma
$303K
BWM
653
Baystate Wealth Management
Massachusetts
$302K -$673 -2 -0.2%
NSB
654
Norway Savings Bank
Maine
$302K
OFS
655
Orrstown Financial Services
Pennsylvania
$299K -$50.5K -150 -15%
LBD
656
Landsberg Bennett & Dubbaneh
Florida
$299K
CCM
657
Crabel Capital Management
California
$298K +$290K +862 New
ACI
658
Alpha Cubed Investments
California
$295K +$18.8K +56 +7%
RPC
659
Rossmore Private Capital
Connecticut
$292K -$65.6K -195 -19%
GT
660
Glenview Trust
Kentucky
$292K
JFA
661
JNBA Financial Advisors
Minnesota
$292K +$101K +300 +55%
PCMC
662
Private Capital Management (Colorado)
Colorado
$288K +$336 +1 +0.1%
ITIM
663
Indiana Trust & Investment Management
Indiana
$287K
CL
664
Choreo LLC
Illinois
$285K
HFA
665
Hoover Financial Advisors
Pennsylvania
$285K +$1.01K +3 +0.4%
OC
666
Oarsman Capital
Wisconsin
$284K
JCM
667
Janney Capital Management
Pennsylvania
$283K
CS
668
Cannell & Spears
New York
$282K
LIA
669
LS Investment Advisors
Michigan
$282K
ME
670
McIlrath & Eck
Washington
$282K +$9.42K +28 +4%
WSTAM
671
Wilbanks Smith & Thomas Asset Management
Virginia
$280K +$5.38K +16 +2%
PWM
672
Perigon Wealth Management
California
$279K +$673 +2 +0.3%
BAMG
673
Brand Asset Management Group
Missouri
$278K -$24.9K -74 -8%
BPC
674
Banque Pictet & Cie
Switzerland
$276K
CK
675
Cohen Klingenstein
New York
$276K

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.