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State Street SPDR S&P MIDCAP 400 ETF Trust

856 hedge funds and large institutions have $11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $307M | Put options by funds: $204M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0.65% more ownership

Funds ownership: 55.57%56.22% (+0.65%)

0% less funds holding

Funds holding: 857856 (-1)

11% less funds holding in top 10

Funds holding in top 10: 9887 (-11)

34% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 361

Holders
856
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.59%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
876
Berman Capital Advisors
Georgia
-$150K -436 Closed
FC
877
Ferris Capital
Massachusetts
-$126K -365 Closed
IWP
878
Icon Wealth Partners
Texas
-$93K -270 Closed
AIA
879
Alera Investment Advisors
Illinois
-$82K -237 Closed
SWP
880
Strategic Wealth Partners
Ohio
-$75K -214 Closed
HCA
881
Horan Capital Advisors
Ohio
-$74K -213 Closed
LHC
882
Little House Capital
Massachusetts
-$66K -192 Closed
MSA
883
Marino Stram & Associates
Massachusetts
-$53K -153 Closed
OFW
884
Omnia Family Wealth
Florida
-$44K -126 Closed
CCM
885
Cribstone Capital Management
Maine
-$43K -125 Closed
AWM
886
Aevitas Wealth Management
Massachusetts
-$40K -117 Closed
BA
887
Belvedere Advisors
California
-$40K -117 Closed
CHP
888
Cable Hill Partners
Oregon
-$30K -87 Closed
KPW
889
Kore Private Wealth
New York
-$18K -52 Closed
WAS
890
WESPAC Advisors SoCal
California
-$17K -50 Closed
DBT
891
Dubuque Bank & Trust
Iowa
-$15K -43 Closed
RFA
892
Reilly Financial Advisors
California
-$11K -33 Closed
FNC
893
First National Corp
Massachusetts
-$8K -22 Closed
NWA
894
New World Advisors
Massachusetts
-$6K -18 Closed
CTB
895
Country Trust Bank
Illinois
-$2K -7 Closed
ED
896
Exane Derivatives
France
-$2.07K -6 Closed
JCM
897
Julex Capital Management
Massachusetts
-$699 -2 -50%

MDY Hedge Fund Activity: Q2 2019 in Review

856 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2019, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDY positions and 41 closed out — a net gain of 10 holders — while 237 added to existing stakes and 361 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.8M. The largest seller was Freedom Investment Management, cutting an estimated $114M.

  • 856 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2019, down from 857 in Q1 2019.
  • Funds reported $11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2019 and 41 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $88.8M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2019 was Freedom Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.