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
PA
51
Pinnacle Associates
New York
$35.3M +$244K +699 +0.7%
Bessemer Group
52
Bessemer Group
New Jersey
$34.3M -$2.4M -6,880 -7%
EVM
53
Eaton Vance Management
Massachusetts
$33.6M +$2.04M +5,825 +7%
FAG
54
Financial Advisory Group
Texas
$33.5M +$604K +1,727 +2%
CFG
55
Citizens Financial Group
Rhode Island
$32.8M -$815K -2,331 -2%
HIMC
56
Heritage Investors Management Corp
Maryland
$32.3M -$572K -1,638 -2%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$32.1M -$15.8M -45,185 -33%
MIM
58
MetLife Investment Management
New Jersey
$32.1M +$20.5M +58,700 +184%
CS
59
Credit Suisse
Switzerland
$31.6M +$2.77M +7,912 +10%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$31M -$462K -1,323 -1%
FHB
61
First Hawaiian Bank
Hawaii
$30.4M +$2.05M +5,860 +7%
CCP
62
Corient Capital Partners
California
$30M -$756K -2,163 -2%
SFP
63
Shepherd Financial Partners
Massachusetts
$29.3M +$865K +2,475 +3%
PPA
64
Parametric Portfolio Associates
Washington
$29.3M +$592K +1,693 +2%
Barclays
65
Barclays
United Kingdom
$27.9M -$46.5M -133,049 -63%
CDH
66
Charles D. Hyman
$27.8M -$71.6K -205 -0.3%
BlackRock
67
BlackRock
New York
$27.8M +$3.23M +9,244 +13%
CA
68
Cumberland Advisors
Florida
$27.3M -$1.1M -3,150 -4%
HC
69
Henshaw Capital
Massachusetts
$26.6M
SIAS
70
Shine Investment Advisory Services
Colorado
$25.6M +$93.7K +268 +0.4%
WT
71
Washington Trust
Rhode Island
$25.2M +$262K +751 +1%
CL
72
Cabana LLC
Arkansas
$24.8M -$27.2M -77,914 -52%
HBT
73
Hills Bank & Trust
Iowa
$24.4M +$3.94M +11,277 +20%
CA
74
Clearstead Advisors
Ohio
$24.3M +$1.32M +3,763 +6%
MSL
75
Mackay Shields LLC
New York
$23.9M +$4.9M +14,035 +26%

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.