We are live on ! Find out more
MDY icon

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
SFB
676
STAR Financial Bank
Indiana
$808K -$52.9K -96 -6%
PFA
677
Pettinga Financial Advisors
Indiana
$798K -$27.5K -50 -3%
LG
678
LAM Group
Oregon
$798K
GSC
679
Ground Swell Capital
South Carolina
$793K +$767K +1,392 New
QPWM
680
Quadrant Private Wealth Management
Pennsylvania
$793K +$551 +1 +0.1%
LCM
681
Leisure Capital Management
California
$792K -$1.65K -3 -0.2%
BBW
682
Blue Barn Wealth
Utah
$790K +$1.1K +2 +0.1%
TCWA
683
Turtle Creek Wealth Advisors
Texas
$790K
V
684
ViaWealth
Kansas
$786K -$28.6K -52 -4%
FC
685
FCA Corp
Texas
$786K
ALWM
686
Andrews Lucia Wealth Management
California
$786K
HPC
687
HM Payson & Co
Maine
$782K -$95.9K -174 -11%
MAG
688
M3 Advisory Group
Massachusetts
$781K +$43.5K +79 +6%
MIG
689
McGuire Investment Group
Rhode Island
$781K -$9.92K -18 -1%
LMKC
690
L.M. Kohn & Company
Ohio
$780K -$788K -1,431 -51%
HFP
691
Holistic Financial Partners
Indiana
$779K -$18.2K -33 -2%
RRA
692
Round Rock Advisors
Connecticut
$776K
EDRH
693
Edmond de Rothschild Holding
Switzerland
$774K
3AM
694
3EDGE Asset Management
Florida
$767K +$192K +349 +35%
CAG
695
Crestwood Advisors Group
Massachusetts
$764K -$79.9K -145 -10%
SI
696
Seeds Investor
New York
$761K +$250K +454 +52%
TC
697
TownSquare Capital
Utah
$759K -$5.47M -9,935 -88%
VVP
698
Venture Visionary Partners
Ohio
$759K
FA
699
Fiduciary Alliance
South Carolina
$757K +$229K +415 +45%
RDWM
700
Red Door Wealth Management
Tennessee
$757K +$138K +251 +23%

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.