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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
FIA
801
Foundations Investment Advisors
Arizona
$561K +$94.8K +172 +21%
FH
802
FWG Holdings
Florida
$560K
AP
803
Appleton Partners
Massachusetts
$559K
SFG
804
SevenBridge Financial Group
Pennsylvania
$557K
LWL
805
Leo Wealth LLC
Texas
$555K +$99.7K +181 +23%
JFA
806
JNBA Financial Advisors
Minnesota
$553K -$18.7K -34 -3%
CCFM
807
Clear Creek Financial Management
Washington
$552K -$13.6M -24,650 -96%
PL
808
Plancorp LLC
Missouri
$552K
MC
809
Maren Capital
Illinois
$549K
FWTB
810
First Western Trust Bank
Colorado
$541K -$272K -493 -34%
GLA
811
Great Lakes Advisors
Illinois
$537K +$1.65K +3 +0.3%
CCM
812
Canal Capital Management
Virginia
$534K
CGPCS
813
Capital Group Private Client Services
California
$531K +$1.65K +3 +0.3%
AFO
814
Arrowroot Family Office
California
$530K -$2.75K -5 -0.5%
HIGP
815
Hill Investment Group Partners
Missouri
$530K
BFA
816
Bragg Financial Advisors
North Carolina
$527K +$1.65K +3 +0.3%
EWM
817
Empirical Wealth Management
Washington
$527K -$13.8K -25 -3%
TA
818
TFG Advisers
Michigan
$524K +$31.4K +57 +7%
TAM
819
Trillium Asset Management
Massachusetts
$524K
FBFS
820
First Business Financial Services
Wisconsin
$522K
CIS
821
Connors Investor Services
Pennsylvania
$521K
MCP
822
Mirador Capital Partners
California
$518K -$17.1K -31 -3%
IWC
823
Integrated Wealth Concepts
Massachusetts
$518K -$336K -610 -40%
FCCM
824
First City Capital Management
Georgia
$517K
GT
825
Glenview Trust
Kentucky
$516K -$10.5K -19 -2%

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.