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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

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: 1,287 → 1,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 58 → 51 (-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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.2B
2
Goldman Sachs
Goldman Sachs
New York
+$360M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$217M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$55.1M
5
SL
Sentinus LLC
Illinois
+$54.3M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$147M
2
SFC
Strategic Financial Concepts
Texas
-$131M
3
UFF
USA Financial Formulas
Michigan
-$72.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$63.1M
5
SG Americas Securities
SG Americas Securities
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
826
Mitchell McLeod Pugh & Williams
Alabama
$516K – – –
FPB
827
First PREMIER Bank
South Dakota
$514K +$497K +902 New
Prudential Financial
828
Prudential Financial
New Jersey
$514K -$124K -225 -20%
VPP
829
Vertex Planning Partners
Illinois
$513K – – –
NCM
830
Neumann Capital Management
California
$513K – – –
SP
831
Stablepoint Partners
Massachusetts
$512K -$1.65K -3 -0.3%
BCM
832
Brookstone Capital Management
Illinois
$508K +$113K +205 +30%
CP
833
Creekside Partners
California
$506K +$1.1K +2 +0.2%
GIA
834
Gladstone Institutional Advisory
Florida
$504K – – –
P
835
Pitcairn
Pennsylvania
$500K – – –
LBC
836
Lowe Brockenbrough & Co
Virginia
$498K – – –
BWL
837
Bogart Wealth LLC
Virginia
$497K – – –
RC
838
Rovin Capital
Arizona
$497K – – –
VCA
839
Verdence Capital Advisors
Maryland
$496K – – –
MF
840
Montis Financial
Massachusetts
$496K +$480K +871 New
BMCM
841
Bryn Mawr Capital Management
Pennsylvania
$493K +$39.1K +71 +9%
CFB
842
Cullen/Frost Bankers
Texas
$492K – – –
AF
843
Apollon Financial
South Carolina
$490K +$474K +861 New
LGWM
844
Litman Gregory Wealth Management
California
$488K – – –
DWM
845
Denver Wealth Management
Colorado
$488K -$551 -1 -0.1%
RWM
846
Rockline Wealth Management
New York
$487K -$34.7K -63 -7%
CPA
847
Cardiff Park Advisors
California
$485K +$551 +1 +0.1%
IRAG
848
Investment Research & Advisory Group
Georgia
$483K – – –
OIA
849
Optimum Investment Advisors
Illinois
$481K – – –
RSWM
850
Robertson Stephens Wealth Management
California
$481K +$38K +69 +9%
32 33
34
35 36

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.