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State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
JT
126
Jump Trading
Illinois
$13.8M +$13.4M +39,904 New
AWP
127
Ascent Wealth Partners
New York
$13.6M +$1.71M +5,090 +15%
RW
128
RVW Wealth
California
$13.6M +$13.2M +39,310 New
PAG
129
Private Advisor Group
New Jersey
$13.5M +$1.5M +4,468 +13%
TPSF
130
Texas Permanent School Fund
Texas
$12.8M +$5.93M +17,635 +90%
SW
131
SlateStone Wealth
Florida
$12.8M +$33.6K +100 +0.3%
CIC
132
Carnegie Investment Counsel
Ohio
$12.6M +$654K +1,945 +6%
G
133
GenTrust
Florida
$12.1M -$1.81M -5,377 -13%
M&T Bank
134
M&T Bank
New York
$12.1M -$58.9K -175 -0.5%
CWM
135
Confluence Wealth Management
Oregon
$12M -$364K -1,082 -3%
FFBTD
136
First Financial Bank - Trust Division
Ohio
$11.9M -$550K -1,636 -5%
LW
137
Linscomb Wealth
Texas
$11.7M -$99.9K -297 -0.9%
MA
138
MUFG Americas
New York
$11.5M -$915K -2,720 -8%
SWM
139
Segment Wealth Management
Texas
$11.5M +$435K +1,292 +4%
ECM
140
Exchange Capital Management
Michigan
$11.4M -$603K -1,793 -5%
KIA
141
KCM Investment Advisors
California
$11.4M +$370K +1,099 +3%
Stifel Financial
142
Stifel Financial
Missouri
$11.3M -$2.71M -8,052 -20%
ONB
143
Old National Bancorp
Indiana
$11.3M -$205K -610 -2%
IA
144
IFG Advisory
Georgia
$11.1M +$1.09M +3,245 +8%
WAAG
145
Wealth Alliance Advisory Group
Kansas
$11.1M +$165K +492 +2%
MIM
146
MetLife Investment Management
New Jersey
$11M -$12.3M -36,700 -53%
HJA
147
Hugh Johnson Advisors
New York
$10.9M -$435K -1,293 -4%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$10.7M -$540K -1,605 -5%
CCT
149
Country Club Trust
Missouri
$9.97M +$488K +1,451 +5%
TF
150
TIAA FSB
Florida
$9.95M +$9.69M +28,811 New

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.