We are live on ! Find out more
MDY icon

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
AC
801
Abbrea Capital
California
$219K
BIA
802
Biondo Investment Advisors
Pennsylvania
$219K
WA
803
WP Advisors
California
$218K +$723 +2 +0.3%
WP
804
WealthShield Partners
North Carolina
$217K -$22.8K -63 -10%
ZB
805
Zions Bancorporation
Utah
$217K -$2.53K -7 -1%
CBU
806
CIBC Bank USA
Illinois
$216K -$14.1K -39 -6%
P
807
&Partners
Tennessee
$216K
NCM
808
Novare Capital Management
North Carolina
$214K
BC
809
Brinker Capital
Pennsylvania
$214K +$206K +571 New
FFW
810
Fusion Family Wealth
New York
$213K
BWA
811
Burt Wealth Advisors
Maryland
$211K -$141K -390 -41%
EP
812
Eudaimonia Partners
Tennessee
$211K +$203K +561 New
SYBT
813
Stock Yards Bank & Trust
Kentucky
$211K +$203K +561 New
JT
814
Jump Trading
Illinois
$208K -$1.6M -4,424 -89%
MPM
815
Meritage Portfolio Management
Kansas
$207K +$199K +551 New
AF
816
Apexium Financial
Texas
$207K +$200K +553 New
MRCM
817
M&R Capital Management
New Jersey
$206K
ECM
818
EagleClaw Capital Management
Massachusetts
$206K +$199K +550 New
DT
819
Diversified Trust
Tennessee
$205K -$275K -762 -58%
S
820
SignatureFD
Georgia
$205K -$5.42K -15 -3%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$203K -$18.1K -50 -8%
FHC
822
First Heartland Consultants
Missouri
$202K -$10.8K -30 -5%
RWA
823
Ropes Wealth Advisors
Massachusetts
$202K -$10.1K -28 -5%
LSAG
824
Lake Street Advisors Group
New Hampshire
$202K +$194K +538 New
TP
825
Tranquility Partners
Tennessee
$202K +$194K +538 New

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.