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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
CAM
1051
Congress Asset Management
Massachusetts
$276K -$27K -49 -9%
AFG
1052
Allegheny Financial Group
Pennsylvania
$275K -$34.2K -62 -11%
AWE
1053
Avidian Wealth Enterprises
Texas
$275K +$551 +1 +0.2%
SFM
1054
Signet Financial Management
New Jersey
$274K
BHIA
1055
Birch Hill Investment Advisors
Massachusetts
$272K
AWM
1056
Avior Wealth Management
Nebraska
$272K
LWA
1057
Lantern Wealth Advisors
New York
$272K +$551 +1 +0.2%
HDIM
1058
Hanson & Doremus Investment Management
Vermont
$271K
CBB
1059
Citizens Business Bank
California
$271K +$262K +475 New
PP
1060
PDS Planning
Ohio
$270K -$6.06K -11 -2%
FC
1061
Financial Council
Maryland
$269K +$261K +473 New
CA
1062
CapWealth Advisors
Tennessee
$268K -$47.9K -87 -16%
LSC
1063
Lesa Sroufe & Co
Washington
$268K
CAI
1064
Capital Advisors Inc
Oklahoma
$268K
EIP
1065
Ellis Investment Partners
Pennsylvania
$267K -$4.96K -9 -2%
TWM
1066
Tradition Wealth Management
Minnesota
$266K
MAS
1067
Meeder Advisory Services
Ohio
$265K -$7.71K -14 -3%
WA
1068
WealthTrust Axiom
Pennsylvania
$265K
B
1069
Bensler
Washington
$265K
IP
1070
Isthmus Partners
Wisconsin
$265K
FPF
1071
First Pacific Financial
Washington
$265K +$1.1K +2 +0.4%
RFP
1072
Root Financial Partners
California
$264K +$28.1K +51 +12%
ESB
1073
Essex Savings Bank
Connecticut
$264K
EAM
1074
Empirical Asset Management
Massachusetts
$264K +$34.7K +63 +16%
LAM
1075
Lewis Asset Management
California
$264K -$35.3K -64 -12%

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.