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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
MHIC
676
Marble Harbor Investment Counsel
Massachusetts
$276K
FSCM
677
Front Street Capital Management
Montana
$274K
RG
678
Rikoon Group
New Mexico
$274K
HA
679
Harborview Advisors
Maine
$273K
FMWA
680
Forvis Mazars Wealth Advisors
Missouri
$273K +$6.05K +18 +2%
HCMNY
681
Howard Capital Management (New York)
New York
$269K -$28.6K -85 -10%
NWS
682
Newport Wealth Strategies
California
$269K
SS
683
Sunbelt Securities
Texas
$266K +$259K +770 New
CIM
684
Contravisory Investment Management
Massachusetts
$265K -$5.05K -15 -2%
RWP
685
RWA Wealth Partners
Massachusetts
$262K -$7.06K -21 -3%
T. Rowe Price Associates
686
T. Rowe Price Associates
Maryland
$260K +$1.35K +4 +0.5%
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$258K +$25.2K +75 +11%
BMM
688
Buffington Mohr McNeal
Idaho
$258K -$89.5K -266 -26%
TC
689
Trust Company
Kansas
$257K
CAM
690
Carret Asset Management
New York
$256K
SC
691
Savant Capital
Illinois
$256K
TCM
692
Telos Capital Management
California
$256K
TH
693
TCTC Holdings
Texas
$255K -$437K -1,300 -64%
PA
694
Prism Advisors
California
$253K
ACP
695
Aveo Capital Partners
Colorado
$253K +$10.4K +31 +4%
RCAG
696
Rehmann Capital Advisory Group
Michigan
$253K -$3.82M -11,349 -94%
OWD
697
Osborn Williams & Donohoe
Ohio
$252K +$239K +710 New
FHA
698
Flagship Harbor Advisors
Massachusetts
$250K -$10.8K -32 -4%
BHBT
699
Burke & Herbert Bank & Trust
Virginia
$247K
ST
700
Smithfield Trust
Pennsylvania
$246K -$40.4K -120 -14%

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.