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State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
NPA
726
Nichols & Pratt Advisers
Massachusetts
$224K +$219K +650 New
GG
727
GenWealth Group
New Jersey
$222K -$27.2K -81 -11%
ACM
728
Allred Capital Management
Texas
$222K +$214K +636 New
NFG
729
Next Financial Group
Texas
$221K +$62.2K +185 +41%
NFH
730
NEXT Financial Holdings
Texas
$221K +$215K +639 New
AAMA
731
Advanced Asset Management Advisors
Ohio
$218K +$212K +631 New
SCM
732
Shapiro Capital Management
Georgia
$217K +$211K +628 New
RWA
733
Ropes Wealth Advisors
Massachusetts
$216K
WCM
734
Wealthcare Capital Management
Virginia
$215K -$350K -1,040 -63%
TFO
735
Tarbox Family Office
California
$215K
HCIA
736
Hochman Cole Investment Advisors
Illinois
$215K +$210K +623 New
GWAG
737
Garrett Wealth Advisory Group
Texas
$214K +$210K +624 New
BHIA
738
Birch Hill Investment Advisors
Massachusetts
$212K +$206K +613 New
CBU
739
CIBC Bank USA
Illinois
$212K +$206K +613 New
ZB
740
Zions Bancorporation
Utah
$211K -$67.6K -201 -25%
TSS
741
Thomas Story & Son
Indiana
$211K +$205K +610 New
LWAC
742
Laurel Wealth Advisors (California)
California
$211K +$206K +611 New
CCMD
743
Cypress Capital Management (Delaware)
Delaware
$210K +$204K +607 New
SCA
744
Snowden Capital Advisors
New York
$210K +$204K +607 New
SP
745
Successful Portfolios
Florida
$207K +$202K +600 New
WMSA
746
Weiss Multi-Strategy Advisers
New York
$204K +$199K +591 New
AC
747
Abbrea Capital
California
$201K +$195K +580 New
KWA
748
KCS Wealth Advisory
California
$200K +$194K +578 New
MRCM
749
M&R Capital Management
New Jersey
$197K
FFW
750
Fusion Family Wealth
New York
$195K -$9.42K -28 -5%

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.