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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
CWM
1076
Concentric Wealth Management
California
$262K
IAS
1077
Investment Advisory Services
Texas
$262K
OBGC
1078
O'Brien Greene & Co
Pennsylvania
$262K
PI
1079
Pachira Investments
California
$260K -$25.9K -47 -9%
IC
1080
Inscription Capital
Texas
$258K +$551 +1 +0.2%
SFO
1081
Stokes Family Office
Louisiana
$257K +$249K +452 New
SRC
1082
Shufro Rose & Co
New York
$257K
EF
1083
Exeter Financial
Arizona
$256K
GWP
1084
Gateway Wealth Partners
Wisconsin
$256K
FHC
1085
First Heartland Consultants
Missouri
$256K -$11.3M -20,454 -98%
CWG
1086
Cornerstone Wealth Group
North Carolina
$255K
FPGK
1087
Financial Partners Group (Kansas)
Kansas
$255K
EM
1088
Excalibur Management
Massachusetts
$255K
CG
1089
Cynosure Group
Utah
$254K +$20.9K +38 +9%
PP
1090
Patten & Patten
Tennessee
$253K -$5.51K -10 -2%
IWA
1091
Inspirion Wealth Advisors
Illinois
$253K +$13.8K +25 +6%
AWA
1092
Aquire Wealth Advisors
Utah
$253K
RPGK
1093
Retirement Planning Group (Kansas)
Kansas
$253K
WIM
1094
Westside Investment Management
California
$253K
OIM
1095
Oder Investment Management
California
$252K
LL
1096
LWMG LLC
Minnesota
$251K
SC
1097
SouthState Corp
Florida
$251K
FWA
1098
FSM Wealth Advisors
Ohio
$250K -$47.4K -86 -16%
PAS
1099
Park Avenue Securities
New York
$249K +$241K +437 New
JWCA
1100
J.W. Coons Advisors
Ohio
$249K

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.