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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
SI
776
Saxon Interests
Texas
$606K +$1.1K +2 +0.2%
PIM
777
Progressive Investment Management
Oregon
$602K
RIA
778
Regal Investment Advisors
Michigan
$602K +$582K +1,057 New
SWP
779
Strategic Wealth Partners
Ohio
$599K +$15.4K +28 +3%
BFG
780
Bleakley Financial Group
New Jersey
$598K -$32.5K -59 -5%
FWP
781
FAS Wealth Partners
Kansas
$596K +$551 +1 +0.1%
IFWM
782
Institute for Wealth Management
Colorado
$592K +$551 +1 +0.1%
GKIM
783
GW&K Investment Management
Massachusetts
$592K
FIC
784
FCG Investment Company
Tennessee
$585K +$56.2K +102 +11%
UBV
785
United Bank (Virginia)
Virginia
$584K -$496K -900 -47%
BBI
786
Baxter Bros Inc
Connecticut
$583K
LI
787
LRI Investments
Florida
$580K +$412K +747 +322%
AMBIA
788
Allen Mooney & Barnes Investment Advisors
Georgia
$576K +$1.1K +2 +0.2%
FHA
789
Flagship Harbor Advisors
Massachusetts
$574K
NW
790
NewEdge Wealth
Pennsylvania
$571K +$89.8K +163 +19%
DIP
791
DT Investment Partners
Pennsylvania
$571K
GL
792
GHE LLC
Tennessee
$570K
WAS
793
Wealth Advisory Solutions
Indiana
$570K -$7.71K -14 -1%
DWA
794
Douglass Winthrop Advisors
New York
$570K
SMWM
795
Silvia McColl Wealth Management
California
$566K
VBFG
796
Vishria Bird Financial Group
Tennessee
$565K -$551 -1 -0.1%
TWM
797
Tanager Wealth Management
United Kingdom
$564K
PPW
798
Parcion Private Wealth
Washington
$563K -$3.86K -7 -0.7%
CAC
799
Certified Advisory Corp
Florida
$563K -$1.65K -3 -0.3%
IWM
800
IHT Wealth Management
Illinois
$562K +$212K +384 +63%

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.