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State Street SPDR S&P MIDCAP 400 ETF Trust

856 hedge funds and large institutions have $11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $307M | Put options by funds: $204M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0.65% more ownership

Funds ownership: 55.57%56.22% (+0.65%)

0% less funds holding

Funds holding: 857856 (-1)

11% less funds holding in top 10

Funds holding in top 10: 9887 (-11)

34% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 361

Holders
856
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.59%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VR
101
Viridian RIA
Washington
$16.2M -$476K -1,363 -3%
HW
102
Hancock Whitney
Mississippi
$16.2M +$151K +433 +1%
PAG
103
Private Advisor Group
New Jersey
$15.9M +$2M +5,716 +15%
Comerica Bank
104
Comerica Bank
Texas
$15.7M -$6.4M -18,326 -29%
SB
105
Simmons Bank
Arkansas
$15.5M +$52.8K +151 +0.3%
AG
106
Advisor Group
Arizona
$15.4M -$3.62M -10,355 -19%
DSN
107
D. Scott Neal
Kentucky
$15.2M -$407K -1,164 -3%
CCM
108
Covington Capital Management
California
$15.1M -$47.2K -135 -0.3%
RW
109
RVW Wealth
California
$14.8M +$880K +2,519 +6%
BWA
110
BDO Wealth Advisors
Florida
$14.7M -$178K -508 -1%
CPIG
111
Chicago Partners Investment Group
Illinois
$14.5M -$242K -692 -2%
BFO
112
Boston Family Office
Massachusetts
$14.5M +$96.8K +277 +0.7%
AWP
113
Ascent Wealth Partners
New York
$14.5M +$506K +1,448 +4%
TPW
114
Tiller Private Wealth
Pennsylvania
$14.4M -$216K -617 -1%
CFMC
115
Curbstone Financial Management Corp
New Hampshire
$14.4M -$69.9K -200 -0.5%
HCP
116
Holt Capital Partners
Texas
$14.4M +$192K +550 +1%
1SB
117
1ST Source Bank
Indiana
$14.3M -$484K -1,385 -3%
JIC
118
Johnson Investment Counsel
Ohio
$14.2M -$414K -1,185 -3%
RIL
119
Rothschild Investment LLC
Illinois
$14.2M
CRC
120
Curi RMB Capital
Illinois
$14M -$402K -1,150 -3%
MA
121
MCF Advisors
Kentucky
$13.9M -$15M -42,936 -52%
PSUF
122
People's United Financial
Connecticut
$13.9M +$13.1M +37,462 +2,250%
CIC
123
Carnegie Investment Counsel
Ohio
$13.6M +$701K +2,006 +6%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$13.6M -$1.33M -3,800 -9%
FWM
125
Frontier Wealth Management
Missouri
$13.5M +$3.47M +9,920 +35%

MDY Hedge Fund Activity: Q2 2019 in Review

856 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2019, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDY positions and 41 closed out — a net gain of 10 holders — while 237 added to existing stakes and 361 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.8M. The largest seller was Freedom Investment Management, cutting an estimated $114M.

  • 856 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2019, down from 857 in Q1 2019.
  • Funds reported $11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2019 and 41 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $88.8M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2019 was Freedom Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.