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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

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: 1,287 → 1,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 58 → 51 (-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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.2B
2
Goldman Sachs
Goldman Sachs
New York
+$360M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$217M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$55.1M
5
SL
Sentinus LLC
Illinois
+$54.3M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$147M
2
SFC
Strategic Financial Concepts
Texas
-$131M
3
UFF
USA Financial Formulas
Michigan
-$72.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$63.1M
5
SG Americas Securities
SG Americas Securities
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1226
Sugarloaf Wealth Management
Georgia
$71.5K – – –
HNB
1227
Hilltop National Bank
Wyoming
$71.2K – – –
WTA
1228
Washington Trust Advisors
Massachusetts
$71.2K – – –
PFG
1229
Peterson Financial Group
Iowa
$68K +$65.6K +119 New
CH
1230
Canton Hathaway
Rhode Island
$66K – – –
CCA
1231
Criterion Capital Advisors
Tennessee
$61K – – –
BCV
1232
Banque Cantonale Vaudoise
Switzerland
$58K -$44.6K -81 -45%
RIL
1233
Rothschild Investment LLC
Illinois
$57.1K – – –
AIM
1234
Anchor Investment Management
South Carolina
$57K – – –
CYG
1235
Clean Yield Group
Vermont
$57K – – –
SNB
1236
Security National Bank
Nebraska
$57K – – –
Toronto Dominion Bank
1237
Toronto Dominion Bank
Ontario, Canada
$57K – – –
AWM
1238
AllSquare Wealth Management
New York
$56.4K +$23.7K +43 +77%
ICM
1239
Islay Capital Management
Texas
$55.8K – – –
AssetMark Inc
1240
AssetMark Inc
California
$52.4K -$82.1K -149 -62%
AF
1241
Advisornet Financial
Minnesota
$51.3K – – –
FCT
1242
First Community Trust
Iowa
$51.3K – – –
MSG
1243
Main Street Group
Virginia
$51.3K – – –
RA
1244
Ransom Advisory
Rhode Island
$51.3K – – –
SAM
1245
Smartleaf Asset Management
Massachusetts
$50.1K – – –
OP
1246
ORG Partners
Indiana
$49.4K – – –
PCTC
1247
Perkins Coie Trust Company
Washington
$48.4K – – –
BG
1248
Bollard Group
Massachusetts
$46K – – –
WAS
1249
Winch Advisory Services
Wisconsin
$45K – – –
TSMHT
1250
Thurston Springer Miller Herd & Titak
Indiana
$40.4K – – –
48 49
50
51 52

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.