We are live on ! Find out more
MDY icon

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
BPCE
1351
Bank Pictet & Cie (Europe)
Germany
-$214K -400 Closed
GC
1352
Garde Capital
Washington
-$194K -362 Closed
WIA
1353
Wetzel Investment Advisors
Indiana
-$151K -271 Closed
IWA
1354
Icon Wealth Advisors
Texas
-$116K -204 Closed
GLR
1355
Great Lakes Retirement
Ohio
-$89.2K -166 Closed
RFG
1356
RFP Financial Group
Georgia
-$72.2K -135 Closed
BHWM
1357
Beaird Harris Wealth Management
Texas
-$66.9K -125 Closed
NOI
1358
Newton One Investments
Delaware
-$64.9K -121 Closed
RFA
1359
Register Financial Advisors
Georgia
-$53.1K -99 Closed
CC
1360
Cypress Capital
Tennessee
-$48.7K -91 Closed
TFF
1361
The Family Firm
Maryland
-$42.2K -79 Closed
CB
1362
Chris Bulman
California
-$30.5K -57 Closed
GTAM
1363
Global Trust Asset Management
Florida
-$30K -56 Closed
DWM
1364
Dogwood Wealth Management
Kansas
-$27.3K -51 Closed
AA
1365
Addison Advisors
Vermont
-$26.8K -50 Closed
RWMG
1366
Redwood Wealth Management Group
New Jersey
-$23.5K -44 Closed
HWP
1367
Highline Wealth Partners
California
-$17.1K -32 Closed
OWA
1368
Opal Wealth Advisors
New York
-$13.9K -26 Closed
CP
1369
Castleview Partners
Texas
-$6.96K -13 Closed
TWP
1370
Triad Wealth Partners
Kansas
-$4.82K -9 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.