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State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
101
Retirement Systems of Alabama
Alabama
$18.2M +$147K +437 +0.8%
PWLP
102
Prio Wealth Limited Partnership
Massachusetts
$18.1M -$1.01M -3,017 -5%
WTC
103
WhitTier Trust Company
Nevada
$18M +$205K +609 +1%
HCM
104
Howard Capital Management
Georgia
$17.2M +$5.04M +14,973 +45%
KA
105
Klingman & Associates
New York
$17.2M +$10.1K +30 +0.1%
VR
106
Viridian RIA
Washington
$16.8M -$161K -478 -1%
OC
107
Oppenheimer & Co
New York
$16.6M +$307K +914 +2%
HW
108
Hancock Whitney
Mississippi
$15.6M -$3.74M -11,115 -20%
VCM
109
Virtue Capital Management
Tennessee
$15.3M +$14.9M +44,429 New
DSN
110
D. Scott Neal
Kentucky
$15.2M -$693K -2,061 -4%
SB
111
Simmons Bank
Arkansas
$15M -$98.2K -292 -0.7%
CPIG
112
Chicago Partners Investment Group
Illinois
$14.9M +$129K +383 +0.9%
CCM
113
Covington Capital Management
California
$14.8M -$678K -2,017 -5%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$14.5M +$7.2M +21,400 +103%
BWA
115
BDO Wealth Advisors
Florida
$14.5M -$163K -486 -1%
1SB
116
1ST Source Bank
Indiana
$14.4M -$25.9K -77 -0.2%
ECP
117
Empyrean Capital Partners
California
$14.4M +$12.6M +37,313 +848%
JIC
118
Johnson Investment Counsel
Ohio
$14.3M -$725K -2,154 -5%
TPW
119
Tiller Private Wealth
Pennsylvania
$14.2M -$585K -1,739 -4%
FANJ
120
Financial Architects (New Jersey)
New Jersey
$14.1M
CFMC
121
Curbstone Financial Management Corp
New Hampshire
$14.1M -$135K -400 -1%
BFO
122
Boston Family Office
Massachusetts
$14M -$249K -740 -2%
CRC
123
Curi RMB Capital
Illinois
$14M +$227K +676 +2%
RIL
124
Rothschild Investment LLC
Illinois
$13.8M -$3.36K -10 -0%
HCP
125
Holt Capital Partners
Texas
$13.8M +$385K +1,145 +3%

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.