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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
PAI
51
Pittenger & Anderson Inc
Nebraska
$39.4M -$99.2K -180 -0.3%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$39.1M -$961K -1,744 -2%
WTC
53
WhitTier Trust Company
Nevada
$37.9M +$291K +528 +0.8%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$37.6M -$6.02M -10,928 -14%
FCI
55
Financial Counselors Inc
Kansas
$37.4M -$120K -218 -0.3%
DP
56
Divergent Planning
Maryland
$36.3M +$1.05M +1,904 +3%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$35.4M +$119K +216 +0.3%
BCWM
58
Bartlett & Co Wealth Management
Ohio
$35.2M -$22K -40 -0.1%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$34.8M +$558K +1,012 +2%
SMC
60
Smith, Moore & Co
Missouri
$34.5M +$101K +184 +0.3%
Osaic Holdings
61
Osaic Holdings
Arizona
$34.2M -$3.91M -7,106 -11%
AWP
62
Ascent Wealth Partners
New York
$33.9M +$359K +652 +1%
PA
63
Pinnacle Associates
New York
$33.1M +$283K +513 +0.8%
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$32.3M -$123K -224 -0.4%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$30.7M -$482K -875 -2%
HIMC
66
Heritage Investors Management Corp
Maryland
$29.8M -$906K -1,644 -3%
CA
67
Clearstead Advisors
Ohio
$29.5M -$1.01M -1,831 -3%
OFS
68
Oldfather Financial Services
Nebraska
$29.5M -$132K -239 -0.5%
CA
69
Crewe Advisors
Utah
$29.3M +$1.58M +2,874 +6%
CAM
70
Cresset Asset Management
Illinois
$28.7M -$378K -687 -1%
FHB
71
First Hawaiian Bank
Hawaii
$28.4M -$223K -404 -0.8%
CPIG
72
Chicago Partners Investment Group
Illinois
$28.3M -$448K -813 -2%
CFG
73
Citizens Financial Group
Rhode Island
$27.4M -$1.4M -2,550 -5%
CA
74
Cumberland Advisors
Florida
$27M +$146K +265 +0.6%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$27M +$1.44M +2,608 +6%

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.