We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

686 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $752M | Put options by funds: $570M

0.04% less ownership

Funds ownership: 54.98%54.94% (-0.04%)

4% less capital invested

Capital invested by funds: $10.9B → $10.5B (-$412M)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

1% less funds holding

Funds holding: 695686 (-9)

8% less funds holding in top 10

Funds holding in top 10: 10496 (-8)

25% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 272

Holders
686
Holders Change
-9
Holders Change %
-1.29%
% of All Funds
17.1%
Holding in Top 10
96
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.69%
% of All Funds
2.39%
New
45
Increased
205
Reduced
272
Closed
47
Calls
$752M
Puts
$570M
Net Calls
+$182M
Net Calls Change
+$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
101
WhitTier Trust Company
Nevada
$16.4M +$1.94M +6,173 +14%
DWM
102
Dakota Wealth Management
Florida
$16.2M -$436K -1,386 -3%
IH
103
IFC Holdings
Florida
$16.1M -$1.75M -5,569 -10%
KA
104
Klingman & Associates
New York
$16M -$563K -1,789 -3%
CA
105
Cambridge Associates
Massachusetts
$15.6M +$3.96M +12,592 +35%
CCMH
106
Cornerstone Capital Management Holdings
New York
$15.5M -$7.34M -23,317 -32%
PWLP
107
Prio Wealth Limited Partnership
Massachusetts
$15.5M -$723K -2,297 -5%
Bessemer Group
108
Bessemer Group
New Jersey
$15.3M +$763K +2,425 +5%
GG
109
Gofen & Glossberg
Illinois
$15.2M -$84.7K -269 -0.6%
PAI
110
Pittenger & Anderson Inc
Nebraska
$15.2M +$361K +1,146 +2%
SB
111
Simmons Bank
Arkansas
$15.2M -$159K -505 -1%
DDC
112
Daniel Devine & Co
Florida
$14.8M -$63K -200 -0.4%
RCS
113
Retirement Capital Strategies
California
$14.8M -$350K -1,112 -2%
SAM
114
Sentinel Asset Management
Vermont
$14.5M +$14.4M +45,700 New
JWM
115
Jacobus Wealth Management
Wisconsin
$14.4M +$137K +434 +1%
BFO
116
Boston Family Office
Massachusetts
$14.3M +$266K +844 +2%
OC
117
Oppenheimer & Co
New York
$14.2M +$204K +647 +1%
ONB
118
Old National Bancorp
Indiana
$14M -$732K -2,325 -5%
VFPI
119
Vantage Financial Partners (Illinois)
Illinois
$14M +$45.6K +145 +0.3%
AG
120
Advisor Group
Arizona
$14M -$663K -2,106 -5%
NPC
121
National Planning Corporation
California
$14M -$10.1M -32,072 -42%
JP Morgan Chase
122
JP Morgan Chase
New York
$13.6M -$89.3M -283,747 -87%
M&T Bank
123
M&T Bank
New York
$13.2M -$80.3K -255 -0.6%
LW
124
Linscomb Wealth
Texas
$13.1M +$1.07M +3,393 +9%
FANJ
125
Financial Architects (New Jersey)
New Jersey
$12.9M

MDY Hedge Fund Activity: Q2 2017 in Review

686 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2017, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MDY and 45 opened new positions — a net loss of 2 holders — while 272 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Freedom Investment Management, cutting an estimated $238M.

  • 686 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2017, down from 695 in Q1 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2017 and 47 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2017 was Morgan Stanley, an estimated $267M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2017 was Freedom Investment Management, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2017.