We are live on ! Find out more
MDY icon

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
CI
776
CX Institutional
Indiana
$105K
MMG
777
Monetary Management Group
Missouri
$102K
EWM
778
Executive Wealth Management
Michigan
$97K -$3.84K -11 -4%
BFC
779
Bedel Financial Consulting
Indiana
$92K
QCIG
780
Quad-Cities Investment Group
Iowa
$91K +$18.2K +52 +25%
WEC
781
Winslow Evans & Crocker
Massachusetts
$90K
AWM
782
Avior Wealth Management
Nebraska
$87K +$3.84K +11 +5%
GI
783
Gradient Investments
Minnesota
$86K
NCM
784
Nelson Capital Management
California
$84K +$82.5K +236 New
FNBOSM
785
First National Bank of South Miami
Florida
$81K
PO
786
Private Ocean
California
$79K +$10.8K +31 +16%
TRCT
787
Tower Research Capital (TRC)
New York
$76K -$3.62M -10,367 -98%
SMFS
788
Squar Milner Financial Services
California
$72K
SFA
789
Semmax Financial Advisors
North Carolina
$71K -$266K -762 -79%
ESB
790
Essex Savings Bank
Connecticut
$71K
FMB
791
Field & Main Bank
Kentucky
$71K
TIM
792
Tortoise Investment Management
New York
$71K
VCM
793
Vigilant Capital Management
Maine
$69K -$8.74K -25 -11%
SWA
794
Sutton Wealth Advisors
Florida
$62.8K
YWP
795
YorkBridge Wealth Partners
New York
$62K +$61.2K +175 New
NPP
796
New Potomac Partners
Maryland
$57K
LGWM
797
Litman Gregory Wealth Management
California
$56K
BFEC
798
Benjamin F. Edwards & Company
Missouri
$55K +$22.7K +65 +71%
TL
799
TrueWealth LLC
Georgia
$54K
LWM
800
Lenox Wealth Management
Ohio
$53K

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.