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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
151
Grove Bank & Trust
Florida
$9.5M -$263K -729 -3%
CTA
152
Chesley Taft & Associates
Illinois
$8.96M -$452K -1,250 -5%
CAN
153
Cetera Advisor Networks
California
$8.9M +$176K +488 +2%
TC
154
Telemus Capital
Michigan
$8.86M +$161K +445 +2%
CB
155
Commerce Bank
Missouri
$8.78M +$121K +334 +1%
SW
156
SlateStone Wealth
Florida
$8.62M -$4.69M -12,979 -36%
LFS
157
Lutz Financial Services
Nebraska
$8.5M -$38.7K -107 -0.5%
BBHC
158
Brown Brothers Harriman & Co
New York
$8.18M -$1M -2,774 -11%
NB
159
NBT Bank
New York
$8.14M -$154K -425 -2%
JA
160
JVL Associates
Michigan
$7.94M -$364K -1,008 -5%
Verition Fund Management
161
Verition Fund Management
Connecticut
$7.8M -$1.45M -4,005 -16%
PC
162
Premise Capital
Illinois
$7.62M +$1.68M +4,648 +30%
GT
163
Glenmede Trust
Pennsylvania
$7.59M -$351K -972 -5%
RC
164
RBF Capital
California
$7.51M
PP
165
Paloma Partners
Connecticut
$7.51M +$7.23M +20,000 New
CB
166
Community Bank
New York
$7.49M +$7.23K +20 +0.1%
RJT
167
Raymond James Trust
Florida
$7.38M +$558K +1,544 +9%
PAM
168
Palisade Asset Management
Minnesota
$7.26M -$7.59K -21 -0.1%
PWMAG
169
Pinnacle Wealth Management Advisory Group
New Jersey
$7.24M -$61.1K -169 -0.9%
EA
170
Elm Advisors
California
$7.22M +$46.3K +128 +0.7%
DBIA
171
Dumont & Blake Investment Advisors
New Jersey
$7.1M -$86.4K -239 -1%
MML Investors Services
172
MML Investors Services
Massachusetts
$7.06M +$45.2K +125 +0.7%
PCFFS
173
Pacific Center for Financial Services
California
$6.94M -$122K -338 -2%
QAM
174
QCI Asset Management
New York
$6.94M -$71.6K -198 -1%
BF
175
BOK Financial
Oklahoma
$6.92M -$722K -1,997 -10%

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.