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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
WA
926
WP Advisors
California
$385K -$74.9K -136 -17%
LA
927
Lifeworks Advisors
Michigan
$385K -$54.5K -99 -13%
LNB
928
Ledyard National Bank
$385K -$18.2K -33 -5%
BTI
929
Blue Trust Inc
Georgia
$385K -$4.41K -8 -1%
GIA
930
Guyasuta Investment Advisors
Pennsylvania
$385K +$372K +675 New
FMII
931
Farmers & Merchants Investments Inc
Nebraska
$385K – – –
OCM
932
Orion Capital Management
California
$384K – – –
PAMG
933
Patton Albertson Miller Group
Tennessee
$381K – – –
WA
934
Wealth Alliance
New York
$379K -$59.5K -108 -14%
HSA
935
HBK Sorce Advisory
Pennsylvania
$377K -$120K -217 -25%
HWA
936
Heartwood Wealth Advisors
Virginia
$377K – – –
BFC
937
Bedel Financial Consulting
Indiana
$374K – – –
CCA
938
Clearwater Capital Advisors
Illinois
$374K – – –
CS
939
Cannell & Spears
New York
$373K – – –
PI
940
PFG Investments
New York
$373K +$8.26K +15 +2%
FFB
941
First Financial Bankshares
Texas
$373K – – –
FFM
942
Forum Financial Management
Illinois
$370K +$38.6K +70 +12%
RA
943
Ruggaard & Associates
Ohio
$370K – – –
MPW
944
Monterey Private Wealth
California
$370K – – –
DL
945
DOHJ LLC
Washington
$368K -$5.75M -10,437 -94%
BTW
946
Boston Trust Walden
Massachusetts
$367K – – –
GPA
947
Guidance Point Advisors
Massachusetts
$367K – – –
RA
948
Rise Advisors
New York
$364K +$6.06K +11 +2%
MWM
949
Mission Wealth Management
California
$363K – – –
ACA
950
Anchor Capital Advisors
Massachusetts
$362K – – –
36 37
38
39 40

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.