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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
LIA
876
LS Investment Advisors
Michigan
$455K – – –
REMPR
877
Roof Eidam Maycock Peralta (REMP)
California
$455K – – –
TAM
878
Titleist Asset Management
Texas
$454K +$7.16K +13 +2%
OCM
879
Orleans Capital Management
Louisiana
$451K – – –
RSA
880
River Street Advisors
Illinois
$448K – – –
BA
881
Brightwater Advisory
Florida
$447K – – –
AA
882
Ancora Advisors
Ohio
$446K – – –
DSN
883
D. Scott Neal
Kentucky
$446K – – –
MTIC
884
Missouri Trust & Investment Company
Missouri
$445K – – –
ACM
885
Ardent Capital Management
Ohio
$444K – – –
SPFA
886
Summit Place Financial Advisors
New Jersey
$444K – – –
ACM
887
Ayrshire Capital Management
Connecticut
$436K -$8.26K -15 -2%
WA
888
Wealth Architects
California
$436K -$186K -337 -31%
OS
889
Objectivity Squared
South Carolina
$435K +$1.65K +3 +0.4%
TCBWMS
890
Texas Capital Bank Wealth Management Services
Texas
$434K -$19.3K -35 -4%
OAS
891
Optivise Advisory Services
Tennessee
$434K +$7.71K +14 +2%
NDSI
892
Newman Dignan & Sheerar Inc
Rhode Island
$432K -$15.4K -28 -4%
VFA
893
Valeo Financial Advisors
Indiana
$430K +$551 +1 +0.1%
CT
894
Colonial Trust
South Carolina
$426K – – –
OWA
895
Octavia Wealth Advisors
Ohio
$426K +$1.1K +2 +0.3%
RB
896
Rodgers Brothers
Pennsylvania
$426K – – –
SAM
897
Summit Asset Management
Tennessee
$426K +$110K +200 +36%
CCMG
898
Clark Capital Management Group
Pennsylvania
$426K – – –
HCMG
899
Howard Capital Management Group
California
$424K – – –
PTB
900
Pioneer Trust Bank
Oregon
$423K – – –
34 35
36
37 38

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.