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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
VNA
926
Valley National Advisers
Pennsylvania
$6K
LAS
927
Lloyd Advisory Services
Georgia
$6K +$5.42K +15 New
TCM
928
Tradewinds Capital Management
Washington
$4K
NIM
929
Nicollet Investment Management
Minnesota
$3.02K +$36.9K +102 +1%
AWM
930
AllSquare Wealth Management
New York
$3K
VRM
931
Vectors Research Management
New York
$3K
FCH
932
Freestone Capital Holdings
Washington
$2.06K +$88.6K +245 +5%
LPWM
933
Lake Point Wealth Management
Texas
$1K +$1.08K +3 New
NDSI
934
Newman Dignan & Sheerar Inc
Rhode Island
$404 -$127K -350 -25%
AC
935
Athanor Capital
New York
-$26.4M -75,000 Closed
SDAM
936
Shulman DeMeo Asset Management
New York
-$7.66M -21,717 Closed
GCM
937
Glaxis Capital Management
Florida
-$5.41M -15,350 Closed
AI
938
Atom Investors
Texas
-$3.91M -11,093 Closed
SWA
939
Stratos Wealth Advisors
Ohio
-$979K -2,777 Closed
UBS AM
940
UBS AM
Illinois
-$976K -2,768 Closed
CG
941
Cutler Group
California
-$795K -2,200 Closed
VC
942
Vicus Capital
Pennsylvania
-$706K -2,004 Closed
GSWM
943
Golden State Wealth Management
California
-$706K -2,003 Closed
Bank of Nova Scotia
944
Bank of Nova Scotia
Ontario, Canada
-$670K -1,901 Closed
BAS
945
Brown Advisory Securities
Maryland
-$552K -1,567 Closed
RWA
946
Redhawk Wealth Advisors
Minnesota
-$483K -1,370 Closed
ACA
947
Ackerman Capital Advisors
Texas
-$465K -1,320 Closed
EWM
948
Evermay Wealth Management
Virginia
-$449K -1,274 Closed
UB
949
UMB Bank
Missouri
-$442 -1,256 Closed
AFS
950
Access Financial Services
Minnesota
-$395K -1,121 Closed

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.