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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
MSA
801
Marino Stram & Associates
Massachusetts
$53K +$51.5K +153 New
TJHA
802
Thomas J. Herzfeld Advisors
Florida
$52K
CFB
803
Cullen/Frost Bankers
Texas
$52K +$50.5K +150 New
LWM
804
Lenox Wealth Management
Ohio
$52K +$50.5K +150 New
ONST
805
Old North State Trust
North Carolina
$50K -$6.05K -18 -11%
FFC
806
First Financial Corp
Indiana
$45K
OFW
807
Omnia Family Wealth
Florida
$44K
CCM
808
Cribstone Capital Management
Maine
$43K -$42K -125 -50%
FIB
809
First Interstate Bank
Montana
$43K
HS
810
Horan Securities
United States
$43K
LPWM
811
Lake Point Wealth Management
Texas
$42K -$3.38M -10,053 -99%
PW
812
Price Wealth
Texas
$40K -$3.36K -10 -8%
AWM
813
Aevitas Wealth Management
Massachusetts
$40K
BA
814
Belvedere Advisors
California
$40K +$39.4K +117 New
CH
815
Canton Hathaway
Rhode Island
$39K
GTAM
816
Global Trust Asset Management
Florida
$39K
WWM
817
Willingdon Wealth Management
North Carolina
$38K -$23.2K -69 -39%
AFIA
818
America First Investment Advisors
Nebraska
$38K
PA
819
Parallel Advisors
California
$36K -$11.4K -34 -24%
CHC
820
City Holding Co
West Virginia
$35K
AIM
821
Anchor Investment Management
South Carolina
$34.5K
FNB
822
Farmers National Bank
Kentucky
$32K +$31.3K +93 New
AF
823
Advisornet Financial
Minnesota
$31K
BFEC
824
Benjamin F. Edwards & Company
Missouri
$31K
CHP
825
Cable Hill Partners
Oregon
$30K

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.