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State Street SPDR S&P MIDCAP 400 ETF Trust

846 hedge funds and large institutions have $9.84B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 231 increasing their positions, 321 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $538M | Put options by funds: $325M

22% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 82

1% more funds holding

Funds holding: 837846 (+9)

1% more funds holding in top 10

Funds holding in top 10: 102103 (+1)

0.49% less ownership

Funds ownership: 59.89%59.39% (-0.49%)

19% less capital invested

Capital invested by funds: $12.1B → $9.84B (-$2.28B)

28% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 321

Holders
846
Holders Change
+9
Holders Change %
+1.08%
% of All Funds
18.85%
Holding in Top 10
103
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.98%
% of All Funds
2.3%
New
100
Increased
231
Reduced
321
Closed
82
Calls
$538M
Puts
$325M
Net Calls
+$212M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
826
CNB Bank
Pennsylvania
$8K -$34.6K -104 -80%
SIAG
827
Signet Investment Advisory Group
Rhode Island
$8K +$9.32K +28 New
SIS
828
Sound Income Strategies
Florida
$7K -$109K -327 -93%
SFA
829
Spectrum Financial Alliance
Kentucky
$7K
FNC
830
First National Corp
Massachusetts
$7K +$7.32K +22 New
CFA
831
Carroll Financial Associates
North Carolina
$6K
RBC
832
Roble Belko & Company
Pennsylvania
$6K
GT
833
Glenmede Trust
Pennsylvania
$5.95K +$2.74M +8,231 +72%
VNA
834
Valley National Advisers
Pennsylvania
$5K +$5.66K +17 New
NDSI
835
Newman Dignan & Sheerar Inc
Rhode Island
$4.62K
VFA
836
Valeo Financial Advisors
Indiana
$4K
TCM
837
Tradewinds Capital Management
Washington
$3K
AIC
838
Archer Investment Corporation
Indiana
$3K +$3.33K +10 New
HPC
839
HM Payson & Co
Maine
$2K -$516K -1,550 -99%
CTB
840
Country Trust Bank
Illinois
$2K -$1.33K -4 -36%
VRM
841
Vectors Research Management
New York
$2K
FPB
842
First PREMIER Bank
South Dakota
$2K +$1.66K +5 New
WA
843
WBH Advisory
Maryland
$1.88K +$93.2K +280 +5%
ED
844
Exane Derivatives
France
$1.82K
AMCA
845
Arthur M. Cohen & Associates
Illinois
$1.23K +$2.66K +8 +0.2%
LFG
846
LifePlan Financial Group
Ohio
$1K
NA
847
NewEdge Advisors
Louisiana
$441 -$30K -90 -6%
ACA
848
Ackerman Capital Advisors
Texas
$396 +$435K +1,307 New
UB
849
UMB Bank
Missouri
$387 -$14.3K -43 -3%
CF
850
Centaurus Financial
California
$12 +$1.23M +3,696 +30,800%

MDY Hedge Fund Activity: Q4 2018 in Review

846 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2018, worth a combined $9.84B — down 19% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MDY positions and 82 closed out — a net gain of 18 holders — while 231 added to existing stakes and 321 trimmed.

The largest buyer was Freedom Investment Management, adding an estimated $155M. The largest seller was Cornerstone Wealth Management, cutting an estimated $525M.

  • 846 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2018, up from 837 in Q3 2018.
  • Funds reported $9.84B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2018, down 19% quarter-over-quarter.
  • 100 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2018 and 82 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2018 was Freedom Investment Management, an estimated $155M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2018 was Cornerstone Wealth Management, an estimated $525M sold.

Based on aggregated 13F filings for Q4 2018.