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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

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: 1,287 → 1,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 58 → 51 (-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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.2B
2
Goldman Sachs
Goldman Sachs
New York
+$360M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$217M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$55.1M
5
SL
Sentinus LLC
Illinois
+$54.3M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$147M
2
SFC
Strategic Financial Concepts
Texas
-$131M
3
UFF
USA Financial Formulas
Michigan
-$72.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$63.1M
5
SG Americas Securities
SG Americas Securities
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1101
Naviter Wealth
Arkansas
$247K – – –
FDCDDQ
1102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K -$2.92M -5,300 -92%
KAH
1103
Kathryn A. Hall
$245K – – –
VST
1104
Van Strum & Towne
California
$245K – – –
FFA
1105
Founders Financial Alliance
North Carolina
$243K – – –
Betterment LLC
1106
Betterment LLC
New York
$243K +$235K +427 New
SF
1107
Symphony Financial
Texas
$243K – – –
MAS
1108
Madden Advisory Services
Florida
$242K -$551 -1 -0.2%
FNT
1109
First Nebraska Trust
Nebraska
$242K – – –
AWA
1110
Arete Wealth Advisors
Illinois
$241K -$42.4K -77 -15%
SFC
1111
Strategic Financial Concepts
Texas
$241K -$131M -237,240 -100%
CAAS
1112
Capital Asset Advisory Services
Michigan
$241K +$235K +426 New
BMWM
1113
Brown Miller Wealth Management
Virginia
$240K – – –
NC
1114
Napatree Capital
Rhode Island
$239K – – –
RWM
1115
Ritholtz Wealth Management
New York
$238K – – –
MAM
1116
Mystic Asset Management
Rhode Island
$238K +$4.41K +8 +2%
VPIM
1117
Vanguard Personalized Indexing Management
California
$236K +$229K +415 New
HWMO
1118
Heritage Wealth Management (Ohio)
Ohio
$236K -$11K -20 -5%
Luther King Capital Management (LKCM)
1119
Luther King Capital Management (LKCM)
Texas
$235K – – –
TC
1120
Trust Company
Kansas
$234K – – –
KV
1121
Kickstand Ventures
New York
$234K +$226K +411 New
SSWM
1122
Sheets Smith Wealth Management
North Carolina
$231K – – –
MWS
1123
Maxwell Wealth Strategies
California
$231K – – –
ARA
1124
Alexander Randolph Advisory
Virginia
$230K – – –
TCPG
1125
Trivant Custom Portfolio Group
California
$230K -$19.3K -35 -8%
43 44
45
46 47

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.