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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
ADL
826
Asset Dedication LLC
California
$25K
PFO
827
Pathstone Family Office
New Jersey
$24K
FFC
828
First Financial Corp
Indiana
$23K -$22.7K -65 -50%
IF
829
Ironwood Financial
Arizona
$23K
DWM
830
Destination Wealth Management
California
$18K -$91.2K -261 -84%
FEG
831
Financial Enhancement Group
Indiana
$18K
CYG
832
Clean Yield Group
Vermont
$16K
ACA
833
Atlas Capital Advisors
Wyoming
$14K -$86K -246 -86%
EWM
834
Elmwood Wealth Management
California
$13K -$17.5K -50 -58%
CFG
835
CKW Financial Group
Hawaii
$12K
AIM
836
Astor Investment Management
Illinois
$10K -$26M -74,401 -100%
IFAM
837
Institutional & Family Asset Management
Colorado
$10K
SIS
838
Sound Income Strategies
Florida
$9K -$70.2K -201 -89%
MCM
839
McMillion Capital Management
North Carolina
$9K +$8.74K +25 New
RBC
840
Roble Belko & Company
Pennsylvania
$7K
GT
841
Glenmede Trust
Pennsylvania
$7K +$198K +567 +3%
VNA
842
Valley National Advisers
Pennsylvania
$6K
CT
843
Clearstead Trust
Maine
$6K +$6.29K +18 New
VFA
844
Valeo Financial Advisors
Indiana
$5K
MWM
845
Merriman Wealth Management
Washington
$4.97K +$349 +1 +0.1%
AIC
846
Archer Investment Corporation
Indiana
$4K
TCM
847
Tradewinds Capital Management
Washington
$4K
AWM
848
AllSquare Wealth Management
New York
$3K
LFG
849
LifePlan Financial Group
Ohio
$3K
CFD
850
Creative Financial Designs
Indiana
$3K +$3.15K +9 New

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.