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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
TJHA
801
Thomas J. Herzfeld Advisors
Florida
$53K
ONST
802
Old North State Trust
North Carolina
$52K +$349 +1 +0.7%
AAP
803
Arax Advisory Partners
Colorado
$50K +$49.3K +141 New
RIA
804
Realta Investment Advisors
Delaware
$47K -$550K -1,574 -92%
FIB
805
First Interstate Bank
Montana
$44K
HS
806
Horan Securities
United States
$44K
DWM
807
Doyle Wealth Management
Florida
$44K +$43.7K +125 New
LPWM
808
Lake Point Wealth Management
Texas
$42K
CH
809
Canton Hathaway
Rhode Island
$41K
PW
810
Price Wealth
Texas
$41K
GTAM
811
Global Trust Asset Management
Florida
$40K
AFIA
812
America First Investment Advisors
Nebraska
$39K
WWM
813
Willingdon Wealth Management
North Carolina
$39K
PA
814
Parallel Advisors
California
$37K
WIM
815
Westside Investment Management
California
$35.9K +$157K +450 New
AIM
816
Anchor Investment Management
South Carolina
$35.5K
CHC
817
City Holding Co
West Virginia
$35K
BCI
818
Brinker Capital Investments
Pennsylvania
$35K +$34.6K +99 New
AF
819
Advisornet Financial
Minnesota
$32K
AF
820
Arrow Financial
New York
$31K -$141K -404 -82%
FNB
821
Farmers National Bank
Kentucky
$29K -$4.19K -12 -13%
BG
822
Bollard Group
Massachusetts
$28K
FWC
823
First Washington Corp
Washington
$28K
FMII
824
Farmers & Merchants Investments Inc
Nebraska
$27K
WCG
825
Weaver Consulting Group
California
$27K

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.