We are live on ! Find out more
MDY icon

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
BAMG
701
Brand Asset Management Group
Missouri
$302K
HF
702
Halpern Financial
Virginia
$301K +$290K +802 New
CK
703
Cohen Klingenstein
New York
$300K
MHIC
704
Marble Harbor Investment Counsel
Massachusetts
$300K
CFS
705
CRA Financial Services
New Jersey
$299K +$25.3K +70 +10%
HIC
706
Holderness Investments Company
North Carolina
$298K -$32.5K -90 -10%
FBB
707
Fulton Breakefield Broenniman
Maryland
$298K -$21.7K -60 -7%
FSCM
708
Front Street Capital Management
Montana
$298K
RG
709
Rikoon Group
New Mexico
$298K
SPL
710
Smart Portfolios LLC
Washington
$297K -$2.89K -8 -1%
EGA
711
Eagle Global Advisors
Texas
$297K
ME
712
McIlrath & Eck
Washington
$296K
CAL
713
Capital Advisors Ltd
Ohio
$293K
EWA
714
Exencial Wealth Advisors
Oklahoma
$292K
LWAC
715
Laurel Wealth Advisors (California)
California
$290K +$13.4K +37 +5%
HCMNY
716
Howard Capital Management (New York)
New York
$289K
SC
717
Savant Capital
Illinois
$288K
CFA
718
Carroll Financial Associates
North Carolina
$287K +$87.8K +243 +46%
NWS
719
Newport Wealth Strategies
California
$286K
PCMC
720
Private Capital Management (Colorado)
Colorado
$286K
CIM
721
Contravisory Investment Management
Massachusetts
$284K +$723 +2 +0.3%
RWA
722
RGT Wealth Advisors
Texas
$283K -$84.6K -234 -24%
JFA
723
JNBA Financial Advisors
Minnesota
$282K -$29.3K -81 -10%
JWBC
724
John W. Brooker & Co
California
$281K +$271K +749 New
ST
725
Sabal Trust
Florida
$280K +$269K +745 New

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.