We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

847 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 255 increasing their positions, 321 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $406M | Put options by funds: $266M

0.87% less ownership

Funds ownership: 56.22%55.36% (-0.87%)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

5% less capital invested

Capital invested by funds: $11B → $10.5B (-$502M)

1% less funds holding

Funds holding: 856847 (-9)

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

21% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 321

Holders
847
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
18.57%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.8%
New
40
Increased
255
Reduced
321
Closed
41
Calls
$406M
Puts
$266M
Net Calls
+$140M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Pinnacle Associates
New York
$34.7M -$394K -1,124 -1%
Bessemer Group
52
Bessemer Group
New Jersey
$33.8M -$210K -599 -0.6%
FAG
53
Financial Advisory Group
Texas
$32.8M -$688K -1,964 -2%
CFG
54
Citizens Financial Group
Rhode Island
$31.9M -$712K -2,033 -2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$31.4M -$575K -1,641 -2%
HIMC
56
Heritage Investors Management Corp
Maryland
$31.2M -$854K -2,438 -3%
FHB
57
First Hawaiian Bank
Hawaii
$30.8M +$590K +1,685 +2%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$30.6M -$198K -566 -0.6%
PPA
59
Parametric Portfolio Associates
Washington
$29.5M +$339K +968 +1%
CCP
60
Corient Capital Partners
California
$28.4M -$1.4M -3,988 -5%
HBT
61
Hills Bank & Trust
Iowa
$28.3M +$3.94M +11,234 +16%
CDH
62
Charles D. Hyman
$27.9M +$196K +560 +0.7%
CA
63
Cumberland Advisors
Florida
$27.7M +$579K +1,653 +2%
HC
64
Henshaw Capital
Massachusetts
$26.5M
AC
65
Athanor Capital
New York
$26.4M +$15.8M +45,000 +150%
Citadel Advisors
66
Citadel Advisors
Florida
$26.3M +$26.1M +74,585 New
SIAS
67
Shine Investment Advisory Services
Colorado
$25.4M -$91.1K -260 -0.4%
William Blair & Company
68
William Blair & Company
Illinois
$25.1M +$2.31M +6,606 +10%
CA
69
Clearstead Advisors
Ohio
$24.1M -$37.5K -107 -0.2%
WT
70
Washington Trust
Rhode Island
$24M -$1.34M -3,822 -5%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$23.4M +$99.2K +283 +0.4%
FCI
72
Financial Counselors Inc
Kansas
$23.3M -$54.3K -155 -0.2%
AssetMark Inc
73
AssetMark Inc
California
$22.9M -$577K -1,646 -2%
BlackRock
74
BlackRock
New York
$21.5M -$6.08M -17,364 -22%
GG
75
Gofen & Glossberg
Illinois
$21.3M +$5.96K +17 +0%