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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
BCP
1201
Blue Chip Partners
Michigan
$114K
HCM
1202
Hollencrest Capital Management
California
$114K
PPWM
1203
PFG Private Wealth Management
Florida
$113K
MWM
1204
Mascoma Wealth Management
New Hampshire
$113K
TCM
1205
TD Capital Management
Tennessee
$113K +$551 +1 +0.5%
NBT
1206
Northwest Bank & Trust
Iowa
$111K
SS
1207
Sunbelt Securities
Texas
$108K +$6.61K +12 +7%
GGI
1208
Godsey & Gibb Inc
Virginia
$105K
SIC
1209
SJS Investment Consulting
Ohio
$104K -$44.1K -80 -31%
BCMLT
1210
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K -$6.06K -11 -6%
EFP
1211
EnRich Financial Partners
Wisconsin
$103K
TIM
1212
Tortoise Investment Management
New York
$101K
CAM
1213
Costello Asset Management
Pennsylvania
$98K
NS
1214
NBC Securities
Alabama
$97K
ITIM
1215
Indiana Trust & Investment Management
Indiana
$93.4K -$20.9K -38 -19%
HWM
1216
Horizons Wealth Management
North Carolina
$93.4K
NIC
1217
Northwest Investment Counselors
Oregon
$90.4K +$87.6K +159 New
ACA
1218
Atlas Capital Advisors
Wyoming
$85.8K -$551 -1 -0.7%
TJHA
1219
Thomas J. Herzfeld Advisors
Florida
$85.4K
FWM
1220
FSA Wealth Management
Massachusetts
$82.6K +$79.9K +145 New
SFA
1221
Semmax Financial Advisors
North Carolina
$80K
MSFP
1222
Mark Sheptoff Financial Planning
Connecticut
$77.5K
AWM
1223
Activest Wealth Management
Florida
$75.8K +$60.1K +109 +454%
RL
1224
Rogco LP
Oklahoma
$74.1K
KWAG
1225
Kiely Wealth Advisory Group
North Carolina
$71.7K

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.