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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

963 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 213 increasing their positions, 362 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 39

25% more capital invested

Capital invested by funds: $8.43B → $10.5B (+$2.08B)

13% more funds holding

Funds holding: 852 → 963 (+111)

12% more funds holding in top 10

Funds holding in top 10: 59 → 66 (+7)

2.46% less ownership

Funds ownership: 63.03% → 60.57% (-2.5%)

41% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 362

55% less call options, than puts

Call options by funds: $278M | Put options by funds: $618M

Holders
963
Holders Change
+111
Holders Change %
+13.03%
% of All Funds
17.04%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
1.17%
New
164
Increased
213
Reduced
362
Closed
39
Calls
$278M
Puts
$618M
Net Calls
-$341M
Net Calls Change
-$249M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$105M
2
DCC
Dow Chemical Company
Michigan
+$92M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$49.6M
4
PGCM
Prescott Group Capital Management
Oklahoma
+$47.6M
5
Morgan Stanley
Morgan Stanley
New York
+$44.8M

Top Sellers

Rank Fund Capital Flow
1
VC
Veracity Capital
Georgia
-$565M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$115M
3
CS
Credit Suisse
Switzerland
-$60.9M
4
V
Veritable
Delaware
-$34.3M
5
AI
Atom Investors
Texas
-$29.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
926
City Holding Co
West Virginia
$25K – – –
ICM
927
Islay Capital Management
Texas
$25K – – –
PWPS
928
Pinnacle Wealth Planning Services
Ohio
$23K +$20.8K +54 New
APWM
929
Atlas Private Wealth Management
New York
$21K – – –
RFA
930
Reilly Financial Advisors
California
$21K +$19.3K +50 New
SPWG
931
Sage Private Wealth Group
Illinois
$21K +$19.6K +51 New
DWP
932
Destiny Wealth Partners
Florida
$19K +$17.3K +45 New
AIP
933
Ameritas Investment Partners
Nebraska
$18K -$5.86M -15,215 -100%
WWM
934
Wolff Wiese Magana
California
$17K +$15.4K +40 New
SWM
935
Selective Wealth Management
Virginia
$16K – – –
AFS
936
Annapolis Financial Services
Maryland
$15K +$13.5K +35 New
ACA
937
Atlas Capital Advisors
Wyoming
$14.5K +$13.1K +34 New
CFG
938
CKW Financial Group
Hawaii
$14K – – –
AIG
939
American International Group
New York
$13.6K +$732K +1,900 +6%
GWMIA
940
Global Wealth Management Investment Advisory
Florida
$13K – – –
LC
941
Lindbrook Capital
California
$13K – – –
QCG
942
Quadrant Capital Group
Ohio
$13K – – –
SIS
943
Sound Income Strategies
Florida
$12K – – –
PP
944
PrairieView Partners
Minnesota
$11K – – –
GSAM
945
Grant Street Asset Management
Pennsylvania
$11K +$9.63K +25 New
MCM
946
McMillion Capital Management
North Carolina
$10K +$9.63K +25 New
SIAG
947
Signet Investment Advisory Group
Rhode Island
$10K +$9.63K +25 New
AAP
948
Arax Advisory Partners
Colorado
$9K – – –
LAS
949
Lloyd Advisory Services
Georgia
$7K – – –
VNA
950
Valley National Advisers
Pennsylvania
$7K – – –
36 37
38
39 40

MDY Hedge Fund Activity: Q4 2020 in Review

963 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2020, worth a combined $10.5B — up 25% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new MDY positions and 39 closed out — a net gain of 125 holders — while 213 added to existing stakes and 362 trimmed.

The largest buyer was Citigroup, adding an estimated $105M. The largest seller was Veracity Capital, cutting an estimated $565M.

  • 963 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2020, up from 852 in Q3 2020.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2020, up 25% quarter-over-quarter.
  • 164 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2020 and 39 closed out, a net change of +125 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2020 was Citigroup, an estimated $105M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2020 was Veracity Capital, an estimated $565M sold.

Based on aggregated 13F filings for Q4 2020.