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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
BFG
651
Berger Financial Group
Minnesota
$879K +$236K +429 +38%
USWIA
652
UP Strategic Wealth Investment Advisors
Pennsylvania
$876K
CFP
653
Cascade Financial Partners
California
$875K -$16.5K -30 -2%
AMM
654
American Money Management
California
$874K
CSS
655
Cubist Systematic Strategies
Connecticut
$871K -$458K -831 -35%
VIM
656
Vista Investment Management
Pennsylvania
$861K
RCS
657
Retirement Capital Strategies
California
$856K
CCA
658
Carrera Capital Advisors
Michigan
$850K -$19.8K -36 -2%
BB
659
Bell Bank
North Dakota
$846K
GPI
660
General Partner Inc
Pennsylvania
$845K
PA
661
Procyon Advisors
Connecticut
$837K
FFA
662
Farther Finance Advisors
California
$837K +$240K +435 +42%
PPG
663
Peak Planning Group
Colorado
$836K -$314K -570 -28%
MCM
664
MontVue Capital Management
Virginia
$833K -$63.4K -115 -7%
MWA
665
Midland Wealth Advisors
Illinois
$831K -$4.41K -8 -0.5%
OFG
666
Omega Financial Group
California
$829K -$35.8K -65 -4%
CWM
667
Cornerstone Wealth Management
Missouri
$828K -$11.6K -21 -1%
PBF
668
Petix & Botte Financial
California
$826K
SCTC
669
Sanibel Captiva Trust Company
Florida
$824K +$191K +347 +32%
BWM
670
BigSur Wealth Management
Florida
$823K
GC
671
Grimes & Company
Massachusetts
$821K +$2.2K +4 +0.3%
TVAMP
672
Tennessee Valley Asset Management Partners
Tennessee
$819K -$14.9K -27 -2%
BBNA
673
Bremer Bank National Association
Minnesota
$819K -$506K -918 -39%
CWM
674
CCG Wealth Management
California
$819K
CGL
675
Clarius Group LLC
Washington
$812K +$485K +880 +161%

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.