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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
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$26.4M -$447K -812 -2%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$26.3M +$7.87M +14,277 +45%
HCP
78
Holt Capital Partners
Texas
$25.5M +$9.89M +17,945 +67%
KA
79
Klingman & Associates
New York
$24.8M -$439K -796 -2%
LCM
80
LCM Capital Management
Illinois
$24.6M +$483K +876 +2%
KIG
81
Kowal Investment Group
Wisconsin
$24.6M +$555K +1,007 +2%
GBWM
82
Granite Bay Wealth Management
New Hampshire
$24.4M +$3.66M +6,647 +18%
IA
83
IFG Advisors
Missouri
$24.1M +$996K +1,808 +4%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$24M +$17.4M +31,655 +300%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$23.9M +$3.1M +5,632 +15%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$23.1M -$229K -416 -1%
CI
87
Conning Inc
Connecticut
$22.7M -$3.11M -5,654 -12%
ECG
88
Edge Capital Group
Georgia
$22.2M -$444K -805 -2%
BlackRock
89
BlackRock
New York
$21.6M -$9.94M -18,040 -32%
WPW
90
Waldron Private Wealth
Pennsylvania
$21.2M -$387K -702 -2%
1SB
91
1ST Source Bank
Indiana
$20.5M -$1.1K -2 -0%
JIC
92
Johnson Investment Counsel
Ohio
$20.4M -$569K -1,032 -3%
Comerica Bank
93
Comerica Bank
Texas
$19.9M -$2.35M -4,271 -11%
SCM
94
Steele Capital Management
Iowa
$19.5M -$129K -235 -0.7%
GFS
95
GYL Financial Synergies
Connecticut
$19.1M +$248K +451 +1%
PWLP
96
Prio Wealth Limited Partnership
Massachusetts
$19.1M -$119K -216 -0.6%
PFPT
97
Pinnacle Financial Partners (Tennessee)
Tennessee
$19M -$1.01M -1,830 -5%
EWA
98
EP Wealth Advisors
California
$18.9M +$1.66M +3,018 +10%
Bessemer Group
99
Bessemer Group
New Jersey
$18.9M +$284K +515 +2%
TWA
100
Tandem Wealth Advisors
Arizona
$18.7M +$51.8K +94 +0.3%

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.