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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
LW
1026
Libra Wealth
California
$293K
NFC
1027
Northeast Financial Consultants
Connecticut
$292K
FA
1028
Fermata Advisors
California
$291K +$281K +510 New
AFA
1029
AA Financial Advisors
Ohio
$289K
KL
1030
KWMG LLC
Kansas
$289K
CFD
1031
Creative Financial Designs
Indiana
$288K +$4.41K +8 +2%
DWA
1032
Delap Wealth Advisory
Oregon
$287K
IFA
1033
Index Fund Advisors
California
$287K +$277K +503 New
AF
1034
Apexium Financial
Texas
$285K
WCM
1035
Windsor Capital Management
Arizona
$285K
GCIM
1036
Gunn & Company Investment Management
Florida
$285K -$3.37M -6,124 -92%
FFW
1037
Fusion Family Wealth
New York
$285K
MW
1038
MBL Wealth
North Carolina
$285K
PFG
1039
PAX Financial Group
Texas
$285K
MW
1040
Marcum Wealth
Ohio
$284K +$1.1K +2 +0.4%
CC
1041
Cadinha & Co
Hawaii
$283K
MAG
1042
MRA Advisory Group
New Jersey
$281K
BWA
1043
BlueSky Wealth Advisors
North Carolina
$281K
WA
1044
Wambolt & Associates
Colorado
$280K +$52.9K +96 +24%
MCA
1045
Maryland Capital Advisors
Maryland
$280K -$2.2K -4 -0.8%
CIA
1046
Concurrent Investment Advisors
Florida
$279K -$10.3M -18,726 -97%
BC
1047
Burney Company
Virginia
$279K
BL
1048
BFSG LLC
California
$276K -$8.26K -15 -3%
CWS
1049
Cypress Wealth Services
California
$276K
GWAG
1050
Garrett Wealth Advisory Group
Texas
$276K +$47.9K +87 +22%

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.