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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
726
QP Wealth Management
New Jersey
$280K +$271K +750 New
IP
727
Isthmus Partners
Wisconsin
$278K
TCM
728
Telos Capital Management
California
$276K
OC
729
Oarsman Capital
Wisconsin
$275K -$27.1K -75 -9%
PA
730
Prism Advisors
California
$275K
MMA
731
Miracle Mile Advisors
California
$270K
CFGS
732
Concourse Financial Group Securities
Alabama
$269K +$254K +704 +7,040%
VCM
733
Virtue Capital Management
Tennessee
$269K +$259K +716 New
CAM
734
Carret Asset Management
New York
$268K
DWA
735
Douglass Winthrop Advisors
New York
$268K +$258K +713 New
NAS
736
Nicolet Advisory Services
Wisconsin
$268K +$258K +713 New
BIC
737
Beach Investment Counsel
Pennsylvania
$267K
PCMK
738
Paragon Capital Management (Kansas)
Kansas
$267K
TC
739
Trust Company
Kansas
$267K
Fisher Asset Management
740
Fisher Asset Management
Washington
$267K +$257K +711 New
JWA
741
JFS Wealth Advisors
Pennsylvania
$266K
BMM
742
Buffington Mohr McNeal
Idaho
$265K
PCTC
743
Perkins Coie Trust Company
Washington
$264K
WAM
744
World Asset Management
Michigan
$264K +$254K +702 New
BAM
745
Baldrige Asset Management
Pennsylvania
$263K
FHA
746
Flagship Harbor Advisors
Massachusetts
$263K +$361 +1 +0.1%
LNB
747
Ledyard National Bank
$261K +$9.04K +25 +4%
TFCP
748
Twin Focus Capital Partners
Massachusetts
$261K +$32.9K +91 +15%
FMBTD
749
First Midwest Bank Trust Division
Illinois
$260K
CIAS
750
Capital Investment Advisory Services
North Carolina
$259K -$58.6K -162 -19%

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.