We are live on ! Find out more
MDY icon

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
GIM
1126
Grassi Investment Management
California
$229K +$551 +1 +0.2%
BCAM
1127
Boston Common Asset Management
Massachusetts
$228K
CWM
1128
Cordatus Wealth Management
Pennsylvania
$228K
CV
1129
Counterweight Ventures
North Carolina
$228K
PWP
1130
Pursue Wealth Partners
California
$228K
RWM
1131
Rockwood Wealth Management
Pennsylvania
$228K
HC
1132
Hoese & Co
Minnesota
$228K -$16.5K -30 -7%
PCH
1133
PGIM Custom Harvest
New Jersey
$227K
FAT
1134
First American Trust
California
$227K +$219K +398 New
HCM
1135
Hengehold Capital Management
Ohio
$226K +$219K +397 New
GAA
1136
Global Assets Advisory
Florida
$226K +$220K +400 New
TP
1137
Tranquility Partners
Tennessee
$223K -$14.3K -26 -6%
IWP
1138
IAG Wealth Partners
Wisconsin
$223K +$65.6K +119 +44%
OCM
1139
Objective Capital Management
Ohio
$223K +$216K +392 New
AP
1140
Atwood & Palmer
Missouri
$223K
LA
1141
Lane & Associates
New Jersey
$222K -$14.3K -26 -6%
SFWA
1142
Summit Financial Wealth Advisors
Louisiana
$221K +$551 +1 +0.3%
PRWA
1143
Platte River Wealth Advisors
Colorado
$219K
PCMF
1144
Private Capital Management (Florida)
Florida
$219K
VCM
1145
Virtue Capital Management
Tennessee
$219K +$212K +384 New
NHC
1146
Nicholas Hoffman & Company
Georgia
$218K
BIM
1147
Breakwater Investment Management
Washington
$216K
SWM
1148
SeaCrest Wealth Management
New York
$216K
CWS
1149
Confluence Wealth Services
Pennsylvania
$215K
OCPWS
1150
One Charles Private Wealth Services
Massachusetts
$215K

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.