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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
EWM
826
Elmwood Wealth Management
California
$30K
BG
827
Bollard Group
Massachusetts
$28K
FWC
828
First Washington Corp
Washington
$28K
WCG
829
Weaver Consulting Group
California
$27K +$25.9K +77 New
FMII
830
Farmers & Merchants Investments Inc
Nebraska
$26K
LYV
831
Live Your Vision
Pennsylvania
$25K
PFO
832
Pathstone Family Office
New Jersey
$24K
ADL
833
Asset Dedication LLC
California
$24K +$13.5K +40 +133%
IF
834
Ironwood Financial
Arizona
$22K
KPW
835
Kore Private Wealth
New York
$18K -$125K -373 -88%
CWA
836
Clarus Wealth Advisors
Arizona
$17K
FEG
837
Financial Enhancement Group
Indiana
$17K +$4.04K +12 +32%
WAS
838
WESPAC Advisors SoCal
California
$17K +$16.8K +50 New
CYG
839
Clean Yield Group
Vermont
$16K -$8.41K -25 -36%
DBT
840
Dubuque Bank & Trust
Iowa
$15K +$14.5K +43 New
CF
841
Centaurus Financial
California
$13.3K +$302K +898 +24%
CFG
842
CKW Financial Group
Hawaii
$11K
RFA
843
Reilly Financial Advisors
California
$11K
IFAM
844
Institutional & Family Asset Management
Colorado
$10K -$1.01K -3 -10%
FNC
845
First National Corp
Massachusetts
$8K
RBC
846
Roble Belko & Company
Pennsylvania
$7K
GT
847
Glenmede Trust
Pennsylvania
$6.62K -$170K -505 -3%
VNA
848
Valley National Advisers
Pennsylvania
$6K
NWA
849
New World Advisors
Massachusetts
$6K +$6.05K +18 New
VFA
850
Valeo Financial Advisors
Indiana
$5K

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.