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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
CAS
1301
Coppell Advisory Solutions
Texas
$7.97K
SC
1302
Stephens Consulting
Michigan
$7.41K -$3.31K -6 -32%
HWA
1303
HHM Wealth Advisors
Tennessee
$7.41K
NCM
1304
Northwest Capital Management
Oregon
$7.41K
GIA
1305
GHP Investment Advisors
Colorado
$6.84K
KFI
1306
Key Financial Inc
Pennsylvania
$5.7K
SC
1307
Solstein Capital
California
$5.7K
FFO
1308
Fortitude Family Office
Arizona
$5.7K +$5.51K +10 New
WWP
1309
WR Wealth Planners
Missouri
$5.13K
FC
1310
Fairscale Capital
New Hampshire
$4.57K
Russell Investments Group
1311
Russell Investments Group
United Kingdom
$4.56K -$551 -1 -11%
CSC
1312
Caldwell Sutter Capital
California
$3.99K
IAIM
1313
International Assets Investment Management
Florida
$3.81K +$1.2B +2,169,344 +62,302%
TCG
1314
Transcendent Capital Group
Oklahoma
$1.71K +$1.1K +2 +200%
HWM
1315
Hemington Wealth Management
Virginia
$1K +$1.1K +2 New
EBA
1316
Eagle Bay Advisors
New York
$134 -$138K -250 Closed
CM
1317
Cercano Management
Washington
-$45M -83,934 Closed
MWM
1318
Modern Wealth Management
Kansas
-$40.8M -76,178 Closed
PRS
1319
Pinkerton Retirement Specialists
Idaho
-$34M -63,618 Closed
PP
1320
Passaic Partners
New Jersey
-$26.9M -50,258 Closed
Millennium Management
1321
Millennium Management
New York
-$20.8M -38,825 Closed
BGDI
1322
BW Gestao de Investimentos
Brazil
-$15.3M -28,645 Closed
Squarepoint
1323
Squarepoint
New York
-$15.2M -27,537 Closed
MFS
1324
Mirabella Financial Services
United Kingdom
-$3.96M -7,400 Closed
SFS
1325
Sharp Financial Services
Pennsylvania
-$3.63M -6,783 Closed

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.