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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
FFG
1151
Fortem Financial Group
California
$214K
VCM
1152
Vivaldi Capital Management
Illinois
$214K +$207K +376 New
NFG
1153
Nations Financial Group
Iowa
$213K +$205K +373 New
KP
1154
Keel Point
Alabama
$213K
NIM
1155
Northeast Investment Management
Massachusetts
$212K +$205K +372 New
LDB
1156
Lee, Danner & Bass
Tennessee
$210K +$203K +369 New
JC
1157
Jacobs & Co
California
$210K +$204K +370 New
YIA
1158
YHB Investment Advisors
Connecticut
$210K +$203K +368 New
ADL
1159
Asset Dedication LLC
California
$209K
GWM
1160
Geneos Wealth Management
Colorado
$209K -$24.8K -45 -11%
LTL
1161
Lowery Thomas LLC
California
$207K +$201K +364 New
CCA
1162
Cora Capital Advisors
New Jersey
$207K +$200K +363 New
UF
1163
Univest Financial
Pennsylvania
$206K +$199K +361 New
LK
1164
Lumbard & Kellner
New Hampshire
$205K +$198K +360 New
WCM
1165
Wealthcare Capital Management
Virginia
$205K +$198K +359 New
AMIM
1166
Aull & Monroe Investment Management
Alabama
$204K -$26.4K -48 -12%
BSB
1167
Bangor Savings Bank
Maine
$204K
GWM
1168
Graybill Wealth Management
Illinois
$203K +$196K +356 New
HIA
1169
Harbor Investment Advisory
Maryland
$202K
ACM
1170
American Capital Management
New York
$201K +$194K +353 New
BC
1171
Blackhill Capital
New Jersey
$200K
PP
1172
Pingora Partners
Wyoming
$199K
OC
1173
Oarsman Capital
Wisconsin
$194K +$187K +340 New
BBPWM
1174
Blue Bell Private Wealth Management
Pennsylvania
$189K
SVCP
1175
Silicon Valley Capital Partners
California
$188K +$551 +1 +0.3%

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.