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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
CAL
851
Capital Analysts LLC
Pennsylvania
$132K +$8.68K +24 +7%
MWP
852
Meridian Wealth Partners
Pennsylvania
$128K +$123K +340 New
SWM
853
Sugarloaf Wealth Management
Georgia
$124K +$119K +330 New
NFG
854
Next Financial Group
Texas
$122K -$25.3K -70 -18%
WAS
855
Winch Advisory Services
Wisconsin
$121K
KPW
856
Kore Private Wealth
New York
$115K +$111K +307 New
MDCM
857
Morgan Dempsey Capital Management
Wisconsin
$111K
CP
858
Corbenic Partners
Pennsylvania
$109K +$104K +287 New
MMG
859
Monetary Management Group
Missouri
$103K
Marshall Wace
860
Marshall Wace
United Kingdom
$97K +$93.6K +259 New
WEC
861
Winslow Evans & Crocker
Massachusetts
$96K
GI
862
Gradient Investments
Minnesota
$91K
FNBOSM
863
First National Bank of South Miami
Florida
$85K
IFA
864
Interactive Financial Advisors
Illinois
$85K +$82K +227 New
FWM
865
FSA Wealth Management
Massachusetts
$83K +$79.5K +220 New
PO
866
Private Ocean
California
$81K +$7.59K +21 +11%
HCA
867
Horan Capital Advisors
Ohio
$80K
GWMIA
868
Global Wealth Management Investment Advisory
Florida
$79K -$4.7K -13 -6%
PA
869
Parallel Advisors
California
$77K +$36.5K +101 +96%
FMB
870
Field & Main Bank
Kentucky
$75K
SMFS
871
Squar Milner Financial Services
California
$75K +$73K +202 New
VCM
872
Vigilant Capital Management
Maine
$73K
AF
873
Advisornet Financial
Minnesota
$67K -$147K -407 -69%
SWA
874
Sutton Wealth Advisors
Florida
$66.4K
BBPWM
875
Blue Bell Private Wealth Management
Pennsylvania
$66K +$63.3K +175 New

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.