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State Street SPDR S&P MIDCAP 400 ETF Trust

856 hedge funds and large institutions have $11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $307M | Put options by funds: $204M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0.65% more ownership

Funds ownership: 55.57%56.22% (+0.65%)

0% less funds holding

Funds holding: 857856 (-1)

11% less funds holding in top 10

Funds holding in top 10: 9887 (-11)

34% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 361

Holders
856
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.59%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evercore Wealth Management
New York
$9.95M +$521K +1,490 +6%
AIG
152
American International Group
New York
$9.61M +$7.9M +22,600 +502%
MBTD
153
Mechanics Bank - Trust Department
California
$9.59M -$56.6K -162 -0.6%
FMC
154
First Merchants Corp
Indiana
$9.53M -$521K -1,492 -5%
GBT
155
Grove Bank & Trust
Florida
$9.2M -$144K -412 -2%
KFP
156
KMG Fiduciary Partners
Ohio
$8.86M +$107K +306 +1%
CTA
157
Chesley Taft & Associates
Illinois
$8.61M -$34.9K -100 -0.4%
WAM
158
Wealthspire Advisors (Maryland)
Maryland
$8.57M -$9.09K -26 -0.1%
ECP
159
Empyrean Capital Partners
California
$8.52M -$6.18M -17,684 -42%
LFS
160
Lutz Financial Services
Nebraska
$8.15M -$46.1K -132 -0.6%
CB
161
Commerce Bank
Missouri
$8.12M +$101K +288 +1%
JA
162
JVL Associates
Michigan
$8.1M -$6.64K -19 -0.1%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$7.96M -$938K -2,683 -11%
NB
164
NBT Bank
New York
$7.89M -$313K -896 -4%
BBHC
165
Brown Brothers Harriman & Co
New York
$7.84M +$352K +1,008 +5%
NEAM
166
New England Asset Management
Connecticut
$7.44M +$17.8K +51 +0.2%
DBIA
167
Dumont & Blake Investment Advisors
New Jersey
$7.41M +$850K +2,432 +13%
CB
168
Community Bank
New York
$7.35M -$17.1K -49 -0.2%
FA
169
Freestate Advisors
Kansas
$7.33M +$7.22M +20,667 New
Kayne Anderson Rudnick Investment Management
170
Kayne Anderson Rudnick Investment Management
California
$7.18M +$3.25M +9,302 +85%
TC
171
Telemus Capital
Michigan
$7.12M -$1.34M -3,831 -15%
RC
172
RBF Capital
California
$7.09M
PWMAG
173
Pinnacle Wealth Management Advisory Group
New Jersey
$7.08M +$379K +1,085 +6%
BF
174
BOK Financial
Oklahoma
$7.04M +$963K +2,755 +16%
CIA
175
Choate Investment Advisors
Massachusetts
$6.93M -$730K -2,088 -10%

MDY Hedge Fund Activity: Q2 2019 in Review

856 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2019, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDY positions and 41 closed out — a net gain of 10 holders — while 237 added to existing stakes and 361 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.8M. The largest seller was Freedom Investment Management, cutting an estimated $114M.

  • 856 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2019, down from 857 in Q1 2019.
  • Funds reported $11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2019 and 41 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $88.8M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2019 was Freedom Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.