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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$16.3M -$140K -388 -0.9%
SB
102
Simmons Bank
Arkansas
$16.1M -$177K -491 -1%
HCP
103
Holt Capital Partners
Texas
$16M +$257K +710 +2%
TRCT
104
Tower Research Capital (TRC)
New York
$16M +$15.1M +41,805 +5,049%
CCM
105
Covington Capital Management
California
$15.9M -$158K -437 -1%
CPIG
106
Chicago Partners Investment Group
Illinois
$15.8M +$104K +289 +0.7%
AWP
107
Ascent Wealth Partners
New York
$15.8M +$16.3K +45 +0.1%
TPSF
108
Texas Permanent School Fund
Texas
$15.6M +$4.68M +12,950 +45%
1SB
109
1ST Source Bank
Indiana
$15.6M +$256K +707 +2%
RW
110
RVW Wealth
California
$15.5M +$374K +1,035 +3%
RIL
111
Rothschild Investment LLC
Illinois
$15.1M -$2.89K -8 -0%
JIC
112
Johnson Investment Counsel
Ohio
$15.1M +$1.08K +3 +0%
TPW
113
Tiller Private Wealth
Pennsylvania
$15M -$132K -365 -0.9%
CFMC
114
Curbstone Financial Management Corp
New Hampshire
$15M -$18.1K -50 -0.1%
BFO
115
Boston Family Office
Massachusetts
$14.9M -$422K -1,167 -3%
CIC
116
Carnegie Investment Counsel
Ohio
$14.7M -$7.95K -22 -0.1%
MA
117
MCF Advisors
Kentucky
$14.6M -$168K -466 -1%
CT
118
Caldwell Trust
Florida
$14.4M +$13.9M +38,415 New
PSUF
119
People's United Financial
Connecticut
$14.3M -$33.3K -92 -0.2%
M&T Bank
120
M&T Bank
New York
$14.3M -$249K -690 -2%
SWM
121
Segment Wealth Management
Texas
$14.2M +$54.6K +151 +0.4%
BWA
122
BDO Wealth Advisors
Florida
$14.2M -$985K -2,726 -7%
DSN
123
D. Scott Neal
Kentucky
$14.2M -$1.01M -2,791 -7%
C
124
Certuity
Florida
$14.2M +$13.7M +37,833 New
AIG
125
American International Group
New York
$14.1M +$614K +1,700 +5%

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.