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State Street SPDR S&P MIDCAP 400 ETF Trust

1,153 hedge funds and large institutions have $11.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 284 increasing their positions, 407 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $882M | Put options by funds: $490M

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

5% more capital invested

Capital invested by funds: $11.3B → $11.9B (+$605M)

1% more funds holding

Funds holding: 1,1361,153 (+17)

0.56% more ownership

Funds ownership: 60.38%60.93% (+0.56%)

4% less funds holding in top 10

Funds holding in top 10: 7370 (-3)

30% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 407

Holders
1,153
Holders Change
+17
Holders Change %
+1.5%
% of All Funds
18.1%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.1%
New
72
Increased
284
Reduced
407
Closed
50
Calls
$882M
Puts
$490M
Net Calls
+$391M
Net Calls Change
+$287M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1126
Cornerstone Planning Group
New Jersey
$14.4K +$13.7K +30 New
FCG
1127
Financial Connections Group
California
$14K
HBW
1128
Hazlett, Burt & Watson
West Virginia
$13K
IWP
1129
IAG Wealth Partners
Wisconsin
$12.5K
CSB
1130
City State Bank
Iowa
$12K
AF
1131
Arrow Financial
New York
$12K
NC
1132
NewSquare Capital
Pennsylvania
$12K
CFG
1133
CKW Financial Group
Hawaii
$10K
SFG
1134
Steward Financial Group
Texas
$10K
GWMIA
1135
Global Wealth Management Investment Advisory
Florida
$9.58K +$9.11K +20 New
SC
1136
Stephens Consulting
Michigan
$9.1K
LOIP
1137
Live Oak Investment Partners
Texas
$9.1K
RBC
1138
Roble Belko & Company
Pennsylvania
$9K -$222K -487 -96%
RDIA
1139
RE Dickinson Investment Advisors
Iowa
$9K
VNA
1140
Valley National Advisers
Pennsylvania
$9K
NFSG
1141
Newbridge Financial Services Group
Florida
$7.71K
GFPC
1142
Global Financial Private Client
Florida
$7.67K
CP
1143
Castleview Partners
Texas
$7.18K -$5.92K -13 -46%
FWA
1144
FSC Wealth Advisors
New York
$7.18K
SCA
1145
Stonebridge Capital Advisors
Minnesota
$6.71K
NCM
1146
Northwest Capital Management
Oregon
$6.23K +$5.92K +13 New
GIA
1147
GHP Investment Advisors
Colorado
$5.83K
TRCT
1148
Tower Research Capital (TRC)
New York
$5.75K -$44.2K -97 -89%
AWM
1149
Activest Wealth Management
Florida
$5.59K
KFI
1150
Key Financial Inc
Pennsylvania
$4.79K

MDY Hedge Fund Activity: Q2 2023 in Review

1,153 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2023, worth a combined $11.9B — up 5.4% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MDY positions and 50 closed out — a net gain of 22 holders — while 284 added to existing stakes and 407 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $95.1M. The largest seller was Royal Bank of Canada, cutting an estimated $81.9M.

  • 1,153 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2023, up from 1,136 in Q1 2023.
  • Funds reported $11.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2023, up 5.4% quarter-over-quarter.
  • 72 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2023 and 50 closed out, a net change of +22 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $95.1M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2023 was Royal Bank of Canada, an estimated $81.9M sold.

Based on aggregated 13F filings for Q2 2023.