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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
BWA
651
BlueSky Wealth Advisors
North Carolina
$374K
APW
652
Aurora Private Wealth
New Jersey
$371K +$357K +989 New
PAM
653
Premier Asset Management
Illinois
$369K
NSAM
654
North Star Asset Management
Wisconsin
$368K
RW
655
REDW Wealth
New Mexico
$365K -$28.9K -80 -8%
CBB
656
Citizens Business Bank
California
$364K
WIA
657
World Investment Advisors
California
$364K +$723 +2 +0.2%
CONA
658
Capital One National Association
New York
$363K +$350K +967 New
TAM
659
Tradition Asset Management
Virginia
$361K
FNT
660
First National Trust
Pennsylvania
$358K
JIR
661
James Investment Research
Ohio
$357K
RPGK
662
Retirement Planning Group (Kansas)
Kansas
$357K
FNBOO
663
First National Bank of Omaha
Nebraska
$353K
WMG
664
WESCAP Management Group
California
$353K
PMFA
665
Plante Moran Financial Advisors
Michigan
$350K -$2.78M -7,686 -89%
WA1
666
Wimmer Associates 1
California
$345K -$65.4K -181 -16%
NFC
667
Northeast Financial Consultants
Connecticut
$345K
HA
668
Harborview Advisors
Maine
$344K
SQA
669
Simon Quick Advisors
New Jersey
$342K +$361 +1 +0.1%
WP
670
WealthPLAN Partners
Nebraska
$338K -$14.8K -41 -4%
OCM
671
One Capital Management
California
$336K -$16.3K -45 -5%
WPC
672
Waters Parkerson & Co
Louisiana
$334K
APSP
673
Asset Planning Services (Pennsylvania)
Pennsylvania
$332K -$2.17K -6 -0.7%
BRWA
674
B. Riley Wealth Advisors
Florida
$329K +$28.2K +78 +10%
GT
675
Glenview Trust
Kentucky
$327K +$86K +238 +38%

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.