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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
BG
901
Bollard Group
Massachusetts
$30K
FWC
902
First Washington Corp
Washington
$30K
IFAM
903
Institutional & Family Asset Management
Colorado
$30K +$28.6K +79 New
FIB
904
First Interstate Bank
Montana
$29K -$17.3K -48 -38%
FMII
905
Farmers & Merchants Investments Inc
Nebraska
$28K
ADL
906
Asset Dedication LLC
California
$26K
First Manhattan
907
First Manhattan
New York
$26K
IF
908
Ironwood Financial
Arizona
$24K
CHC
909
City Holding Co
West Virginia
$23K
ICM
910
Islay Capital Management
Texas
$23K +$21.7K +60 New
CTB
911
Country Trust Bank
Illinois
$20K
APWM
912
Atlas Private Wealth Management
New York
$19K +$18.1K +50 New
CYG
913
Clean Yield Group
Vermont
$17K
TCWM
914
Total Clarity Wealth Management
Illinois
$15K +$14.5K +40 New
FEG
915
Financial Enhancement Group
Indiana
$14K
JCM
916
Jacobi Capital Management
Pennsylvania
$13K +$12.7K +35 New
CFG
917
CKW Financial Group
Hawaii
$12K
RIA
918
Realta Investment Advisors
Delaware
$12K +$7.23K +20 +133%
QCG
919
Quadrant Capital Group
Ohio
$11K +$10.8K +30 New
MCM
920
McMillion Capital Management
North Carolina
$9K
SIS
921
Sound Income Strategies
Florida
$9K
RMAM
922
Raab & Moskowitz Asset Management
New Jersey
$9K +$9.04K +25 New
RBC
923
Roble Belko & Company
Pennsylvania
$7K
CIAS
924
CBIZ Investment Advisory Services
Ohio
$6K
CFD
925
Creative Financial Designs
Indiana
$6K

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.