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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
EWA
751
Encompass Wealth Advisors
Oregon
$661K
ACM
752
Advisors Capital Management
New Jersey
$660K -$22K -40 -3%
EW
753
Evoke Wealth
California
$658K +$635K +1,152 New
PSF
754
Pacific Sun Financial
California
$655K +$5.51K +10 +0.9%
OWP
755
Obermeyer Wealth Partners
Colorado
$653K
RG
756
Rathbones Group
United Kingdom
$649K
MC
757
Miramar Capital
Illinois
$647K +$35.8K +65 +6%
NHT
758
New Hampshire Trust
New Hampshire
$646K
AC
759
Apella Capital
Connecticut
$641K +$1.1K +2 +0.2%
BWP
760
BSW Wealth Partners
Colorado
$637K +$76.6K +139 +14%
FA
761
Fagan Associates
New York
$636K
CIA
762
Capital Investment Advisors
Georgia
$636K -$17.6K -32 -3%
KOC
763
Koss-Olinger Consulting
Florida
$632K +$38.6K +70 +7%
DADC
764
D.A. Davidson & Co
Montana
$632K +$42.4K +77 +7%
W
765
WorthPointe
California
$629K -$29.2K -53 -5%
SAM
766
Synergy Asset Management
Washington
$628K +$607K +1,102 New
PMFA
767
Plante Moran Financial Advisors
Michigan
$624K -$311K -565 -34%
LT
768
Legacy Trust
Michigan
$624K
WP
769
WealthShield Partners
North Carolina
$623K +$77.7K +141 +15%
PFBT
770
Parkside Financial Bank & Trust
Missouri
$620K -$19.8K -36 -3%
FNT
771
First National Trust
Pennsylvania
$620K +$36.4K +66 +6%
FZCM
772
Flynn Zito Capital Management
New York
$619K -$4.96K -9 -0.8%
BFM
773
Broadview Financial Management
Wisconsin
$617K -$8.81K -16 -1%
HWA
774
HCR Wealth Advisors
California
$615K +$551 +1 +0.1%
EFA
775
Evernest Financial Advisors
Indiana
$610K +$590K +1,071 New

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.