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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
WFA
126
Wellspring Financial Advisors
Ohio
$14.2M -$430K -781 -3%
IMC Chicago
127
IMC Chicago
Illinois
$14.2M +$13.7M +24,903 New
AEPWM
128
Atlantic Edge Private Wealth Management
Florida
$14.1M +$30.3K +55 +0.2%
SCM
129
Shapiro Capital Management
Georgia
$13.9M +$3.47M +6,300 +35%
CIC
130
Carnegie Investment Counsel
Ohio
$13.7M -$133K -242 -1%
TRCT
131
Tower Research Capital (TRC)
New York
$13.5M +$11.2M +20,338 +602%
MA
132
MCF Advisors
Kentucky
$13.1M -$9.92K -18 -0.1%
CT
133
Caldwell Trust
Florida
$13M -$240K -435 -2%
AAS
134
Avantax Advisory Services
Texas
$12.9M +$371K +674 +3%
SW
135
SlateStone Wealth
Florida
$12.9M -$44.1K -80 -0.4%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$12.7M +$928K +1,685 +8%
Victory Capital Management
137
Victory Capital Management
Texas
$12.7M +$7.82M +14,200 +175%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$12.2M +$10.3M +18,755 +690%
MCCA
139
Mill Creek Capital Advisors
Pennsylvania
$12M -$49.6K -90 -0.4%
CFO
140
Callan Family Office
Pennsylvania
$11.8M +$878K +1,594 +8%
TCA
141
Trifecta Capital Advisors
Illinois
$11.7M -$118K -214 -1%
ONB
142
Old National Bancorp
Indiana
$11.7M +$478K +868 +4%
DBIA
143
Dumont & Blake Investment Advisors
New Jersey
$11.7M -$11.3M -20,600 -50%
ECM
144
Exchange Capital Management
Michigan
$11.6M -$261K -473 -2%
JA
145
JVL Associates
Michigan
$11.3M -$551 -1 -0%
FFBTD
146
First Financial Bank - Trust Division
Ohio
$11.2M -$79.9K -145 -0.7%
LFS
147
Lutz Financial Services
Nebraska
$11.1M -$29.8K -54 -0.3%
CCB
148
Country Club Bank
Missouri
$11M -$240K -436 -2%
BWA
149
Bordeaux Wealth Advisors
California
$11M +$77.1K +140 +0.7%
PCA
150
Peddock Capital Advisors
Massachusetts
$10.9M +$744K +1,350 +8%

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.