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State Street SPDR S&P MIDCAP 400 ETF Trust

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: 1,2871,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PTP
851
Platform Technology Partners
New York
$479K +$8.26K +15 +2%
ES
852
Eagle Strategies
New York
$478K
Capstone Investment Advisors
853
Capstone Investment Advisors
New York
$478K +$462K +839 New
MWA
854
Monograph Wealth Advisors
California
$477K +$460K +835 New
HIM
855
Harbour Investment Management
Washington
$476K
MPI
856
Mairs & Power Inc
Minnesota
$476K -$82.6K -150 -15%
LFAS
857
Level Four Advisory Services
Texas
$475K -$6.06K -11 -1%
SA
858
Scarborough Advisors
Maryland
$473K -$6.03M -10,946 -93%
FBB
859
Fulton Breakefield Broenniman
Maryland
$473K -$11K -20 -2%
EGA
860
Eagle Global Advisors
Texas
$470K -$24.2K -44 -5%
MC
861
McCarthy & Cox
Ohio
$468K +$34.7K +63 +8%
CAL
862
Capital Advisors Ltd
Ohio
$466K
SCM
863
Seascape Capital Management
New Hampshire
$466K
GFG
864
Greystone Financial Group
Michigan
$465K -$324K -588 -42%
AFG
865
Atomi Financial Group
New York
$463K +$55.6K +101 +14%
SG
866
StoneX Group
New York
$463K +$38.6K +70 +9%
SIC
867
Sigma Investment Counselors
Michigan
$458K -$16.5K -30 -4%
RCAG
868
Rehmann Capital Advisory Group
Michigan
$458K +$77.1K +140 +21%
WIC
869
Woodmont Investment Counsel
Tennessee
$457K -$12.1K -22 -3%
T. Rowe Price Associates
870
T. Rowe Price Associates
Maryland
$456K -$1.9M -3,448 -81%
CK
871
Cohen Klingenstein
New York
$456K
MAM
872
Marquette Asset Management
Minnesota
$456K
BWCS
873
Beirne Wealth Consulting Services
Connecticut
$455K +$13.2K +24 +3%
AIP
874
Almanack Investment Partners
Pennsylvania
$455K
RW
875
REDW Wealth
New Mexico
$455K +$1.1K +2 +0.3%

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.