We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

695 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

26% more call options, than puts

Call options by funds: $570M | Put options by funds: $452M

2% more funds holding

Funds holding: 684695 (+11)

0% more capital invested

Capital invested by funds: $10.9B → $10.9B (+$16.6M)

2.94% less ownership

Funds ownership: 57.93%54.98% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
695
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
2.59%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
126
Vantage Financial Partners (Illinois)
Illinois
$13.7M +$187K +601 +1%
FFEC
127
First Financial Equity Corporation
Arizona
$13.4M +$13.4M +43,270 New
RhumbLine Advisers
128
RhumbLine Advisers
Massachusetts
$13.3M +$5.91M +19,035 +81%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$13.3M +$13.2M +42,374 +37,170%
M&T Bank
130
M&T Bank
New York
$13.1M -$1.45M -4,678 -10%
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$13.1M +$2.3M +7,420 +21%
FANJ
132
Financial Architects (New Jersey)
New Jersey
$12.7M
RIL
133
Rothschild Investment LLC
Illinois
$12.5M -$15.5K -50 -0.1%
PAG
134
Private Advisor Group
New Jersey
$12.5M +$453K +1,460 +4%
JIC
135
Johnson Investment Counsel
Ohio
$12.4M +$186K +598 +2%
FWM
136
Frontier Wealth Management
Missouri
$12.2M +$310 +1 +0%
LW
137
Linscomb Wealth
Texas
$11.8M -$1.28M -4,124 -10%
EC
138
Estate Counselors
Wisconsin
$11.8M +$329K +1,060 +3%
CA
139
Cambridge Associates
Massachusetts
$11.4M +$2.69M +8,675 +31%
TNBTD
140
Trustmark National Bank Trust Department
Mississippi
$11.2M +$90K +290 +0.8%
KIA
141
KCM Investment Advisors
California
$11M -$461K -1,487 -4%
NB
142
NBT Bank
New York
$11M -$438K -1,412 -4%
DSN
143
D. Scott Neal
Kentucky
$10.8M +$2.57M +8,281 +31%
HCP
144
Holt Capital Partners
Texas
$10.7M +$450K +1,449 +4%
FAAS
145
First Allied Advisory Services
California
$10.7M -$2.34M -7,554 -18%
HJA
146
Hugh Johnson Advisors
New York
$10.6M -$294K -947 -3%
Wolverine Trading
147
Wolverine Trading
Illinois
$10.6M -$10.1M -32,629 -49%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$10.4M +$415K +1,337 +4%
FMC
149
First Merchants Corp
Indiana
$10.3M -$50.6K -163 -0.5%
TCT
150
TIAA CREF Trust
Missouri
$10.2M +$20.5K +66 +0.2%

MDY Hedge Fund Activity: Q1 2017 in Review

695 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2017, worth a combined $10.9B — up 0.15% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDY positions and 43 closed out — a net gain of 16 holders — while 222 added to existing stakes and 269 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Citigroup, cutting an estimated $407M.

  • 695 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2017, up from 684 in Q4 2016.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2017, up 0.15% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2017 and 43 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2017 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2017 was Citigroup, an estimated $407M sold.

Based on aggregated 13F filings for Q1 2017.