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State Street SPDR S&P MIDCAP 400 ETF Trust

856 hedge funds and large institutions have $11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $307M | Put options by funds: $204M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0.65% more ownership

Funds ownership: 55.57%56.22% (+0.65%)

0% less funds holding

Funds holding: 857856 (-1)

11% less funds holding in top 10

Funds holding in top 10: 9887 (-11)

34% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 361

Holders
856
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.59%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
751
M&R Capital Management
New Jersey
$195K
CBT
752
Capital Bank & Trust
California
$187K
HDIM
753
Hanson & Doremus Investment Management
Vermont
$187K
PB
754
Pinnacle Bancorp
Nebraska
$181K
PFBT
755
Parkside Financial Bank & Trust
Missouri
$180K
PVH
756
Psagot Value Holdings
Israel
$166K -$255K -730 -61%
GFP
757
Gryphon Financial Partners
Ohio
$165K +$163K +466 New
FDCDDQ
758
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K
BWM
759
BerganKDV Wealth Management
Minnesota
$157K -$3.5K -10 -2%
TFS
760
TrustCore Financial Services
Tennessee
$151K +$1.75K +5 +1%
NFG
761
Next Financial Group
Texas
$145K -$80K -229 -36%
BC
762
Barnett & Company
Tennessee
$144K
LWANC
763
Laurel Wealth Advisors (North Carolina)
North Carolina
$144K
S
764
SignatureFD
Georgia
$143K
GWMIA
765
Global Wealth Management Investment Advisory
Florida
$141K -$25.9K -74 -16%
First Manhattan
766
First Manhattan
New York
$138K -$430K -1,230 -76%
CAC
767
Certified Advisory Corp
Florida
$136K -$17.8K -51 -12%
SFSIG
768
San Francisco Sentry Investment Group
California
$135K
MWM
769
Mascoma Wealth Management
New Hampshire
$131K
CDIA
770
Capital Directions Investment Advisors
Georgia
$126K +$68.5K +196 +123%
JGIA
771
Jackson Grant Investment Advisers
Connecticut
$124K +$3.5K +10 +3%
WAS
772
Winch Advisory Services
Wisconsin
$118K +$349 +1 +0.3%
AIM
773
Advantage Investment Management
Iowa
$108K
CAL
774
Capital Analysts LLC
Pennsylvania
$107K
MDCM
775
Morgan Dempsey Capital Management
Wisconsin
$105K -$349 -1 -0.3%

MDY Hedge Fund Activity: Q2 2019 in Review

856 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2019, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDY positions and 41 closed out — a net gain of 10 holders — while 237 added to existing stakes and 361 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.8M. The largest seller was Freedom Investment Management, cutting an estimated $114M.

  • 856 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2019, down from 857 in Q1 2019.
  • Funds reported $11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2019 and 41 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $88.8M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2019 was Freedom Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.