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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
776
Forvis Mazars Wealth Advisors
Missouri
$234K +$11.6K +32 +5%
TFO
777
Tarbox Family Office
California
$233K
PL
778
Plancorp LLC
Missouri
$232K +$224K +619 New
GG
779
GenWealth Group
New Jersey
$230K -$3.61K -10 -2%
HCIA
780
Hochman Cole Investment Advisors
Illinois
$229K
TSS
781
Thomas Story & Son
Indiana
$229K
CCMD
782
Cypress Capital Management (Delaware)
Delaware
$228K
SCA
783
Snowden Capital Advisors
New York
$228K
BHBT
784
Burke & Herbert Bank & Trust
Virginia
$227K
AP
785
Arlington Partners
Alabama
$227K +$219K +605 New
CA
786
Cortland Associates
Missouri
$226K -$20.2K -56 -9%
CAAS
787
Capital Asset Advisory Services
Michigan
$226K +$216K +597 New
PRWA
788
Platte River Wealth Advisors
Colorado
$226K +$223K +618 New
ACM
789
Allred Capital Management
Texas
$226K -$12.7K -35 -6%
FDCDDQ
790
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K -$36.1K -100 -14%
SP
791
Successful Portfolios
Florida
$225K
SFI
792
SPC Financial Inc
Maryland
$225K +$217K +600 New
EWM
793
Endurance Wealth Management
Rhode Island
$223K
OMC
794
Old Mission Capital
Illinois
$223K +$214K +593 New
PT
795
Plimoth Trust
Massachusetts
$221K -$745K -2,060 -78%
BC
796
Burney Company
Virginia
$221K -$186K -515 -47%
MMM
797
Mendel Money Management
Illinois
$220K -$48.4K -134 -19%
CL
798
Cabana LLC
Arkansas
$220K -$6.87K -19 -3%
CS
799
Comerica Securities
Michigan
$220K +$211K +585 New
BHIA
800
Birch Hill Investment Advisors
Massachusetts
$219K -$10.8K -30 -5%

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.