We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

856 hedge funds and large institutions have $11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $307M | Put options by funds: $204M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0.65% more ownership

Funds ownership: 55.57%56.22% (+0.65%)

0% less funds holding

Funds holding: 857856 (-1)

11% less funds holding in top 10

Funds holding in top 10: 9887 (-11)

34% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 361

Holders
856
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.59%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
701
AlphaStar Capital Management
North Carolina
$243K
IFWM
702
Institute for Wealth Management
Colorado
$240K -$208K -594 -47%
MFG
703
MidWestOne Financial Group
Iowa
$239K +$236K +675 New
LNB
704
Ledyard National Bank
$237K
CPSAC
705
Chas P. Smith & Associates (CPS)
Florida
$235K
GVAG
706
Great Valley Advisor Group
Delaware
$235K
SFM
707
Signet Financial Management
New Jersey
$235K
FBFS
708
First Business Financial Services
Wisconsin
$234K
WPIC
709
White Pine Investment Company
Michigan
$234K
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$233K -$31.5K -90 -12%
PCAP
711
Pratt Collard Advisory Partners
New York
$232K
ST
712
Smithfield Trust
Pennsylvania
$231K -$21.7K -62 -9%
BC
713
Blackhill Capital
New Jersey
$231K
NPA
714
Nichols & Pratt Advisers
Massachusetts
$231K
DDPIC
715
Deroy & Devereaux Private Investment Counsel
Michigan
$230K -$17.5K -50 -7%
AB
716
Atlas Brown
Kentucky
$230K
CCM
717
Carlson Capital Management
Minnesota
$230K
ACM
718
Allred Capital Management
Texas
$225K
GG
719
GenWealth Group
New Jersey
$225K
T. Rowe Price Associates
720
T. Rowe Price Associates
Maryland
$224K -$43K -123 -16%
DAS
721
Dynamic Advisor Solutions
Arizona
$222K +$218K +625 New
HCIA
722
Hochman Cole Investment Advisors
Illinois
$221K
TFO
723
Tarbox Family Office
California
$221K
LWAC
724
Laurel Wealth Advisors (California)
California
$220K +$3.5K +10 +2%
FIM
725
Freedom Investment Management
Connecticut
$218K -$114M -326,477 -100%

MDY Hedge Fund Activity: Q2 2019 in Review

856 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2019, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDY positions and 41 closed out — a net gain of 10 holders — while 237 added to existing stakes and 361 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.8M. The largest seller was Freedom Investment Management, cutting an estimated $114M.

  • 856 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2019, down from 857 in Q1 2019.
  • Funds reported $11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2019 and 41 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $88.8M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2019 was Freedom Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.