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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
HDIM
751
Hanson & Doremus Investment Management
Vermont
$182K
CBT
752
Capital Bank & Trust
California
$182K +$4.71K +14 +3%
PFBT
753
Parkside Financial Bank & Trust
Missouri
$176K
PB
754
Pinnacle Bancorp
Nebraska
$176K
AF
755
Arrow Financial
New York
$170K
GWMIA
756
Global Wealth Management Investment Advisory
Florida
$163K -$266K -790 -63%
BWM
757
BerganKDV Wealth Management
Minnesota
$157K
FDCDDQ
758
Federation des caisses Desjardins du Quebec
Quebec, Canada
$155K
WTB
759
Washington Trust Bank
Washington
$154K
BCA
760
Berman Capital Advisors
Georgia
$150K -$158K -469 -52%
CAC
761
Certified Advisory Corp
Florida
$150K -$9.42K -28 -6%
TFS
762
TrustCore Financial Services
Tennessee
$145K
BC
763
Barnett & Company
Tennessee
$140K
LWANC
764
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K
S
765
SignatureFD
Georgia
$139K
SFSIG
766
San Francisco Sentry Investment Group
California
$131K +$66.6K +198 +109%
MWM
767
Mascoma Wealth Management
New Hampshire
$127K
FC
768
Ferris Capital
Massachusetts
$126K
JGIA
769
Jackson Grant Investment Advisers
Connecticut
$117K +$673 +2 +0.6%
WAS
770
Winch Advisory Services
Wisconsin
$114K -$4.71K -14 -4%
DWM
771
Destination Wealth Management
California
$108K +$105K +312 New
AIM
772
Advantage Investment Management
Iowa
$105K -$19.5K -58 -16%
CAL
773
Capital Analysts LLC
Pennsylvania
$104K +$14.8K +44 +17%
MDCM
774
Morgan Dempsey Capital Management
Wisconsin
$103K
CI
775
CX Institutional
Indiana
$102K -$78K -232 -44%

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.