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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
TA
701
TFG Advisers
Michigan
$246K +$5.38K +16 +2%
BIC
702
Beach Investment Counsel
Pennsylvania
$245K
PCTC
703
Perkins Coie Trust Company
Washington
$243K -$9.76K -29 -4%
DDPIC
704
Deroy & Devereaux Private Investment Counsel
Michigan
$242K -$235K -700 -50%
WP
705
WealthShield Partners
North Carolina
$239K -$54.8K -163 -19%
FMBTD
706
First Midwest Bank Trust Division
Illinois
$239K
PGWM
707
Parisi Gray Wealth Management
New Jersey
$239K
NIMC
708
NWQ Investment Management Company
California
$238K -$3.72M -11,061 -94%
ACM
709
AlphaStar Capital Management
North Carolina
$236K
AB
710
AT Bancorp
Iowa
$233K
I
711
IberiaBank
Louisiana
$233K
LNB
712
Ledyard National Bank
$231K +$45.4K +135 +25%
SFM
713
Signet Financial Management
New Jersey
$231K +$218K +649 New
MA
714
Mutual Advisors
Nebraska
$231K +$225K +669 New
CA
715
Cortland Associates
Missouri
$230K +$224K +666 New
CPSAC
716
Chas P. Smith & Associates (CPS)
Florida
$229K -$1.35K -4 -0.6%
GVAG
717
Great Valley Advisor Group
Delaware
$229K +$223K +663 New
FBFS
718
First Business Financial Services
Wisconsin
$228K -$6.73K -20 -3%
WPIC
719
White Pine Investment Company
Michigan
$228K +$222K +660 New
PCAP
720
Pratt Collard Advisory Partners
New York
$226K +$220K +654 New
EWM
721
Endurance Wealth Management
Rhode Island
$225K -$1.68K -5 -0.8%
BC
722
Blackhill Capital
New Jersey
$225K
BRWA
723
B. Riley Wealth Advisors
Florida
$224K +$217K +646 New
AB
724
Atlas Brown
Kentucky
$224K +$218K +649 New
CCM
725
Carlson Capital Management
Minnesota
$224K +$218K +649 New

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.