We are live on ! Find out more
MDY icon

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
TCM
851
Tradewinds Capital Management
Washington
$4K
ACA
852
Atlas Capital Advisors
Wyoming
$3.11K +$86.4K +257 +918%
AWM
853
AllSquare Wealth Management
New York
$3K -$11.1K -33 -79%
AIC
854
Archer Investment Corporation
Indiana
$3K
LFG
855
LifePlan Financial Group
Ohio
$3K +$1.68K +5 +167%
ED
856
Exane Derivatives
France
$2.07K
CTB
857
Country Trust Bank
Illinois
$2K
VRM
858
Vectors Research Management
New York
$2K
WA
859
WP Advisors
California
$1.99K +$194K +577 New
JCM
860
Julex Capital Management
Massachusetts
$1.38K +$1.35K +4 New
ACA
861
Ackerman Capital Advisors
Texas
$453 +$1.68K +5 +0.4%
DA
862
Duality Advisers
Florida
-$55.6M -183,760 Closed
N
863
Natixis
France
-$45.7M -150,954 Closed
Millennium Management
864
Millennium Management
New York
-$17.7M -58,317 Closed
IECM
865
Intrinsic Edge Capital Management
Illinois
-$15.1M -50,000 Closed
SAM
866
Southernsun Asset Management
Tennessee
-$15.1M -49,971 Closed
HCC
867
Hirtle Callaghan & Co
Pennsylvania
-$8.2M -27,100 Closed
IAA
868
Independent Advisor Alliance
North Carolina
-$88K -21,246 Closed
Simplex Trading
869
Simplex Trading
Illinois
-$5.77M -17,165 Closed
Squarepoint
870
Squarepoint
New York
-$4.47M -14,764 Closed
CAM
871
Congress Asset Management
Massachusetts
-$4.27M -14,119 Closed
VF
872
Virtu Financial
New York
-$3.11M -10,270 Closed
Jennison Associates
873
Jennison Associates
New York
-$2.36M -7,792 Closed
WAM
874
Wolverine Asset Management
Illinois
-$2.22M -6,600 Closed
ROTUOC
875
Regents of the University of California
California
-$1.7M -5,600 Closed

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.