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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
M&T Bank
101
M&T Bank
New York
$18.7M -$1.45M -2,626 -7%
HNB
102
Huntington National Bank
Ohio
$18.6M
VC
103
Vestor Capital
Illinois
$18.4M -$316K -574 -2%
WAAG
104
Wealth Alliance Advisory Group
Kansas
$18.4M +$271K +492 +2%
TNBTD
105
Trustmark National Bank Trust Department
Mississippi
$18.3M +$173K +314 +1%
MMA
106
Miracle Mile Advisors
California
$18.2M -$83.7K -152 -0.5%
Barclays
107
Barclays
United Kingdom
$18M -$21.4M -38,877 -55%
Citigroup
108
Citigroup
New York
$17.7M -$6.67M -12,103 -28%
GT
109
Glenmede Trust
Pennsylvania
$17.4M +$110K +200 +0.7%
CRC
110
Curi RMB Capital
Illinois
$17.4M -$566K -1,027 -3%
CFMC
111
Curbstone Financial Management Corp
New Hampshire
$17.3M -$38.6K -70 -0.2%
KAS
112
Kestra Advisory Services
Texas
$16.6M +$4.44M +8,050 +38%
Lido Advisors
113
Lido Advisors
California
$16.6M -$1.63M -2,958 -9%
SB
114
Simmons Bank
Arkansas
$16.4M -$402K -730 -2%
AWS
115
Atria Wealth Solutions
New York
$16.3M -$257K -467 -2%
HW
116
Hancock Whitney
Mississippi
$16.2M +$23.1K +42 +0.1%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$15.8M +$786K +1,426 +5%
MML Investors Services
118
MML Investors Services
Massachusetts
$15.4M +$1.7M +3,083 +13%
CB
119
Commerce Bank
Missouri
$15.3M +$137K +248 +0.9%
TPW
120
Tiller Private Wealth
Pennsylvania
$15.2M +$286K +520 +2%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$15M -$299K -542 -2%
SPIA
122
Steward Partners Investment Advisory
New York
$14.6M +$729K +1,324 +5%
MFIM
123
Mesirow Financial Investment Management
Illinois
$14.5M +$458K +831 +3%
SC
124
Savant Capital
Illinois
$14.5M +$109K +198 +0.8%
BSG
125
Black Swift Group
Colorado
$14.4M +$13.9M +25,308 New

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.