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
OA
1176
Operose Advisors
Wisconsin
$187K
MG
1177
Mather Group
Illinois
$187K -$93.7K -170 -34%
BWP
1178
Baldwin Wealth Partners
Massachusetts
$181K
FG
1179
Fairman Group
Pennsylvania
$174K +$551 +1 +0.3%
DWM
1180
Darwin Wealth Management
Florida
$173K +$167K +304 New
PCWA
1181
Pacific Capital Wealth Advisors
California
$171K
FAM
1182
Flaharty Asset Management
Florida
$158K +$153K +278 New
LWANC
1183
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K -$16.5K -30 -10%
NFA
1184
Northwest Financial Advisors
Virginia
$157K +$152K +275 New
JGIA
1185
Jackson Grant Investment Advisers
Connecticut
$152K +$551 +1 +0.4%
CFGS
1186
Concourse Financial Group Securities
Alabama
$151K
CIM
1187
Contravisory Investment Management
Massachusetts
$149K +$1.65K +3 +1%
Macquarie Group
1188
Macquarie Group
Australia
$148K +$143K +259 New
MRCM
1189
M&R Capital Management
New Jersey
$147K +$54K +98 +61%
AIC
1190
Archer Investment Corporation
Indiana
$146K
EWM
1191
Evermay Wealth Management
Virginia
$143K
FDCP
1192
Foster Dykema Cabot & Partners
Massachusetts
$143K
IBOK
1193
Independence Bank of Kentucky
Kentucky
$134K +$130K +236 New
CB
1194
CNB Bank
Pennsylvania
$134K
GI
1195
GAMMA Investing
California
$133K
MMG
1196
Monetary Management Group
Missouri
$131K
HBW
1197
Hazlett, Burt & Watson
West Virginia
$131K +$6.61K +12 +6%
PP
1198
PrairieView Partners
Minnesota
$128K
TFA
1199
Toth Financial Advisory
Virginia
$125K +$79.9K +145 +196%
FCA
1200
FinTrust Capital Advisors
South Carolina
$115K

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.