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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
WB
1276
Webster Bank
Connecticut
$19.9K -$11K -20 -36%
OW
1277
Olistico Wealth
Oklahoma
$19.9K +$19.3K +35 New
Amundi
1278
Amundi
France
$19.8K
CT
1279
Clearstead Trust
Maine
$18.2K
T
1280
Tidemark
California
$17.7K
BLC
1281
Brown, Lisle/Cummings
Rhode Island
$17.1K
FCG
1282
Financial Connections Group
California
$17K
GCM
1283
Gables Capital Management
Florida
$15.4K
BFS
1284
Burkett Financial Services
South Carolina
$14.4K -$551 -1 -4%
AF
1285
Arrow Financial
New York
$14.2K
CSB
1286
City State Bank
Iowa
$14.2K
PPA
1287
Painted Porch Advisors
California
$14.2K
RI
1288
Ridgewood Investments
New Jersey
$12.5K -$13.8K -25 -53%
AT
1289
Arlington Trust
Alabama
$12.5K
JIP
1290
Jaffetilchin Investment Partners
Florida
$11.5K +$11K +20 New
AFS
1291
Annapolis Financial Services
Maryland
$11.4K
CFG
1292
CKW Financial Group
Hawaii
$11K
RBC
1293
Roble Belko & Company
Pennsylvania
$11K
LOIP
1294
Live Oak Investment Partners
Texas
$10.8K
RDIA
1295
RE Dickinson Investment Advisors
Iowa
$10.8K
NFSG
1296
Newbridge Financial Services Group
Florida
$9.32K
GFPC
1297
Global Financial Private Client
Florida
$9.12K
RFG
1298
REAP Financial Group
Texas
$9.12K
VNA
1299
Valley National Advisers
Pennsylvania
$9K
DAM
1300
Delta Asset Management
Tennessee
$8.54K

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.