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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
MMG
776
Monetary Management Group
Missouri
$100K -$336 -1 -0.3%
EWM
777
Executive Wealth Management
Michigan
$98K -$406K -1,207 -81%
IWP
778
Icon Wealth Partners
Texas
$93K +$90.8K +270 New
BFC
779
Bedel Financial Consulting
Indiana
$90K
WEC
780
Winslow Evans & Crocker
Massachusetts
$88K
GI
781
Gradient Investments
Minnesota
$84K
AIA
782
Alera Investment Advisors
Illinois
$82K -$218K -648 -73%
AWM
783
Avior Wealth Management
Nebraska
$80K
FNBOSM
784
First National Bank of South Miami
Florida
$78K
SIS
785
Sound Income Strategies
Florida
$78K +$68.3K +203 +883%
VCM
786
Vigilant Capital Management
Maine
$76K -$58.2K -173 -44%
SWP
787
Strategic Wealth Partners
Ohio
$75K +$31.3K +93 +77%
HCA
788
Horan Capital Advisors
Ohio
$74K +$71.6K +213 New
QCIG
789
Quad-Cities Investment Group
Iowa
$71K +$336 +1 +0.5%
TIM
790
Tortoise Investment Management
New York
$69K -$17.8K -53 -21%
ESB
791
Essex Savings Bank
Connecticut
$69K
SMFS
792
Squar Milner Financial Services
California
$69K
FMB
793
Field & Main Bank
Kentucky
$69K +$67.3K +200 New
PO
794
Private Ocean
California
$67K
LHC
795
Little House Capital
Massachusetts
$66K +$64.6K +192 New
SWA
796
Sutton Wealth Advisors
Florida
$61.1K
NPP
797
New Potomac Partners
Maryland
$56K
CDIA
798
Capital Directions Investment Advisors
Georgia
$55K -$3.36K -10 -6%
LGWM
799
Litman Gregory Wealth Management
California
$55K
TL
800
TrueWealth LLC
Georgia
$53K +$336 +1 +0.7%

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.