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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
SW
1326
SVB Wealth
Massachusetts
-$2.86M -5,345 Closed
EE
1327
EWG Elevate
California
-$1.95M -3,639 Closed
OFS
1328
OneAscent Financial Services
Alabama
-$1.72M -3,214 Closed
ECM
1329
ExodusPoint Capital Management
New York
-$1.53M -2,860 Closed
CPBTD
1330
Central Pacific Bank - Trust Division
Hawaii
-$1M -1,875 Closed
RAS
1331
RPS Advisory Solutions
Kentucky
-$927K -1,732 Closed
FSA
1332
Financial Services Advisory
Maryland
-$825K -1,542 Closed
Jane Street
1333
Jane Street
New York
-$774K -1,405 Closed
SRL
1334
Scientech Research LLC
New Jersey
-$716K -1,338 Closed
SPWM
1335
Schrum Private Wealth Management
Florida
-$695K -1,298 Closed
IAA
1336
Independent Advisor Alliance
North Carolina
-$642K -1,200 Closed
CAM
1337
CenterStar Asset Management
Illinois
-$536K -1,003 Closed
MHS
1338
M Holdings Securities
Oregon
-$520K -973 Closed
BCM
1339
Bayesian Capital Management
New York
-$494K -924 Closed
Marshall Wace
1340
Marshall Wace
United Kingdom
-$402K -752 Closed
QCM
1341
Quantinno Capital Management
New York
-$365K -682 Closed
BW
1342
Bison Wealth
Georgia
-$321K -577 Closed
XT
1343
XTX Topco
Cayman Islands
-$306K -572 Closed
EA
1344
Everpar Advisors
Oklahoma
-$304K -568 Closed
TWM
1345
Thrive Wealth Management
Pennsylvania
-$286K -535 Closed
OAM
1346
Oppenheimer Asset Management
New York
-$258K -482 Closed
GIM
1347
Guild Investment Management
California
-$255K -475 Closed
VFPW
1348
Vantage Financial Partners (Wisconsin)
Wisconsin
-$229K -428 Closed
PMG
1349
ProVise Management Group
Florida
-$227K -425 Closed
MWPCG
1350
Measured Wealth Private Client Group
New Hampshire
-$223K -417 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.