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
SFA
701
Sequoia Financial Advisors
Ohio
$754K +$2.2K +4 +0.3%
SIC
702
Samalin Investment Counsel
New York
$745K +$88.7K +161 +14%
EWA
703
Exencial Wealth Advisors
Oklahoma
$744K
AWA
704
Arkadios Wealth Advisors
Georgia
$744K -$23.7K -43 -3%
OSAM
705
O'Shaughnessy Asset Management
Connecticut
$741K +$198K +360 +39%
RWA
706
River Wealth Advisors
Pennsylvania
$738K +$7.16K +13 +1%
KCM
707
Kanawha Capital Management
Virginia
$736K +$27.5K +50 +4%
TI
708
Truepoint Inc
Ohio
$735K -$89.8K -163 -11%
HP
709
Hyperion Partners
Pennsylvania
$735K +$2.2K +4 +0.3%
OCM
710
One Capital Management
California
$733K +$3.86K +7 +0.5%
SAM
711
Seelaus Asset Management
New Jersey
$729K
TI
712
Trexquant Investment
Connecticut
$728K -$642K -1,166 -48%
GWM
713
GSB Wealth Management
Connecticut
$726K
SMH
714
Sanders Morris Harris
Texas
$726K
SW
715
Simplicity Wealth
New Jersey
$723K -$616K -1,118 -47%
PNC
716
Park National Corp
Ohio
$723K
LSA
717
L & S Advisors
California
$723K +$40.2K +73 +6%
TWA
718
TCI Wealth Advisors
Arizona
$722K
WP
719
WealthPLAN Partners
Nebraska
$719K -$18.2K -33 -3%
SI
720
Stephens Inc
Arkansas
$719K +$129K +235 +23%
EG
721
Ellerson Group
Maryland
$719K -$27.5K -50 -4%
SA
722
SpiderRock Advisors
Delaware
$716K -$12.7K -23 -2%
AT
723
Avalon Trust
New Mexico
$714K
SPP
724
Single Point Partners
Massachusetts
$711K
NIM
725
Nicollet Investment Management
Minnesota
$709K

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.