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State Street SPDR S&P MIDCAP 400 ETF Trust

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: 1,2871,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
951
Sax Wealth Advisors
New Jersey
$362K +$62.8K +114 +22%
EP
952
Edgestream Partners
New Jersey
$361K +$349K +633 New
CWA
953
CM Wealth Advisors
Ohio
$359K
CFS
954
CRA Financial Services
New Jersey
$355K
RAM
955
Riggs Asset Management
Pennsylvania
$355K
S
956
SignatureFD
Georgia
$353K +$307K +557 +884%
SFI
957
SPC Financial Inc
Maryland
$353K +$10.5K +19 +3%
CA
958
Cortland Associates
Missouri
$350K
SC
959
Sapient Capital
Indiana
$350K
ZIM
960
Zacks Investment Management
Illinois
$348K -$408K -740 -55%
CA
961
CoreCap Advisors
Michigan
$347K -$1.88M -3,417 -85%
FPW
962
Flagship Private Wealth
Massachusetts
$347K -$11.6K -21 -3%
SI
963
Shaker Investments
Ohio
$345K +$1.1K +2 +0.3%
Walleye Capital
964
Walleye Capital
New York
$345K +$333K +605 New
RRCM
965
Rappaport Reiches Capital Management
Illinois
$344K +$333K +604 New
CNB
966
Camden National Bank
Maine
$344K +$102K +185 +44%
UCB
967
United Community Bank
South Carolina
$342K -$6.06K -11 -2%
SFC
968
SYM Financial Corp
Indiana
$342K
TWM
969
TriaGen Wealth Management
California
$342K
BEI
970
Benjamin Edwards Inc
Missouri
$342K +$331K +600 New
PFA
971
Pure Financial Advisors
California
$338K +$33.1K +60 +11%
NCM
972
Novare Capital Management
North Carolina
$337K
WDL
973
Well Done LLC
Michigan
$336K
VWA
974
Visionary Wealth Advisors
Illinois
$336K
TDC
975
Thompson Davis & Co
Virginia
$334K -$19.8K -36 -6%

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.