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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
GJWM
1251
Gilliland Jeter Wealth Management
Arkansas
$39.9K
CBT
1252
CoreFirst Bank & Trust
Kansas
$39.9K +$38.6K +70 New
CCM
1253
Chilton Capital Management
Texas
$34.8K
TAM
1254
Tucker Asset Management
Colorado
$34.2K +$30.9K +56 +1,400%
ABWM
1255
Alpine Bank Wealth Management
Colorado
$34.2K +$33.1K +60 New
PSB
1256
Piscataqua Savings Bank
New Hampshire
$31.9K
UFF
1257
USA Financial Formulas
Michigan
$31.3K -$72.7M -131,915 -100%
National Bank of Canada
1258
National Bank of Canada
Quebec, Canada
$30.2K
WI
1259
Wintrust Investments
Illinois
$30K -$263K -477 -90%
EA
1260
Evolution Advisers
Virginia
$30K
CA
1261
Continuum Advisory
Idaho
$29.6K
RCM
1262
Richardson Capital Management
Wisconsin
$29.6K
CTA
1263
Colonial Trust Advisors
South Carolina
$28.5K
TCM
1264
TruNorth Capital Management
Michigan
$28.5K
WBC
1265
West Branch Capital
Massachusetts
$28.5K
CHC
1266
City Holding Co
West Virginia
$28.5K
CIAS
1267
CBIZ Investment Advisory Services
Ohio
$28.4K
DPW
1268
DiNuzzo Private Wealth
Pennsylvania
$28.2K +$27.5K +50 New
CWP
1269
Concord Wealth Partners
Virginia
$26.5K +$551 +1 +2%
RWM
1270
Ruedi Wealth Management
Illinois
$26.2K
AAP
1271
Arax Advisory Partners
Colorado
$25.9K +$551 +1 +2%
CTWM
1272
Cherry Tree Wealth Management
Minnesota
$25.1K
HGERS
1273
Householder Group Estate & Retirement Specialist
Arizona
$25K
CAL
1274
Capital Analysts LLC
Pennsylvania
$22K
GSEP
1275
Golden State Equity Partners
California
$20.5K +$19.8K +36 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.