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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
CWP
826
Capital Wealth Planning
Florida
$202K +$195K +539 New
CBT
827
Capital Bank & Trust
California
$198K
WCM
828
Wealthcare Capital Management
Virginia
$192K -$15.9K -44 -8%
PFBT
829
Parkside Financial Bank & Trust
Missouri
$191K
PB
830
Pinnacle Bancorp
Nebraska
$191K
1W
831
1776 Wealth
Georgia
$191K +$184K +510 New
BFC
832
Bedel Financial Consulting
Indiana
$190K +$15.2K +42 +9%
PVH
833
Psagot Value Holdings
Israel
$188K -$75.9K -210 -29%
HDIM
834
Hanson & Doremus Investment Management
Vermont
$188K
AA
835
Ancora Advisors
Ohio
$176K +$169K +468 New
AWM
836
Avior Wealth Management
Nebraska
$170K +$75.2K +208 +85%
BWM
837
BerganKDV Wealth Management
Minnesota
$167K
SFSIG
838
San Francisco Sentry Investment Group
California
$164K
TFS
839
TrustCore Financial Services
Tennessee
$160K
IWP
840
IAG Wealth Partners
Wisconsin
$157K +$151K +417 New
HIA
841
Harbor Investment Advisory
Maryland
$155K +$150K +414 New
LWANC
842
Laurel Wealth Advisors (North Carolina)
North Carolina
$153K
BC
843
Barnett & Company
Tennessee
$152K
CIA
844
Cascade Investment Advisors
Oregon
$148K +$143K +395 New
VFA
845
Valeo Financial Advisors
Indiana
$142K +$9.76K +27 +8%
CCA
846
Column Capital Advisors
Indiana
$140K +$136K +375 New
CAC
847
Certified Advisory Corp
Florida
$137K -$723 -2 -0.5%
JGIA
848
Jackson Grant Investment Advisers
Connecticut
$137K +$361 +1 +0.3%
GFPC
849
Global Financial Private Client
Florida
$137K +$132K +364 New
CDIA
850
Capital Directions Investment Advisors
Georgia
$134K

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.