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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
EFSCE
676
Enterprise Financial Services Corp (EFSC)
Missouri
$326K -$5.78K -16 -2%
CAG
677
Csenge Advisory Group
Florida
$326K +$23.5K +65 +8%
BWM
678
Baystate Wealth Management
Massachusetts
$325K +$7.59K +21 +2%
LBD
679
Landsberg Bennett & Dubbaneh
Florida
$321K -$1.45K -4 -0.5%
GLA
680
Great Lakes Advisors
Illinois
$319K -$32.9K -91 -10%
CCM
681
Coldstream Capital Management
Washington
$318K
SCM
682
Southport Capital Management
Tennessee
$318K
ACM
683
Ayrshire Capital Management
Connecticut
$318K +$306K +847 New
BA
684
Baugh & Associates
Georgia
$317K -$36.5K -101 -11%
RPC
685
Rossmore Private Capital
Connecticut
$317K
VWM
686
Venturi Wealth Management
Texas
$315K
AA
687
Advisory Alpha
Michigan
$313K -$160K -443 -35%
ITIM
688
Indiana Trust & Investment Management
Indiana
$312K
WSTAM
689
Wilbanks Smith & Thomas Asset Management
Virginia
$311K +$11.6K +32 +4%
NSB
690
Norway Savings Bank
Maine
$310K
BPCE
691
Bank Pictet & Cie (Europe)
Germany
$309K -$47K -130 -14%
OFS
692
Orrstown Financial Services
Pennsylvania
$308K
JCM
693
Janney Capital Management
Pennsylvania
$307K
LIA
694
LS Investment Advisors
Michigan
$307K
IRAG
695
Investment Research & Advisory Group
Georgia
$307K +$296K +818 New
SIA
696
Strategic Investment Advisors
Michigan
$306K +$23.1K +64 +9%
BFA
697
Bragg Financial Advisors
North Carolina
$305K
JF
698
JSF Financial
California
$304K
HFA
699
Hoover Financial Advisors
Pennsylvania
$303K -$8.68K -24 -3%
AIM
700
Avity Investment Management
Connecticut
$303K -$3.61K -10 -1%

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.