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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
AIP
151
Ameritas Investment Partners
Nebraska
$10.8M +$3.86M +7,000 +58%
GS
152
GTS Securities
New York
$10.6M +$1.51M +2,746 +17%
NPT
153
Nixon Peabody Trust
Massachusetts
$10.5M -$62.3K -113 -0.6%
MIM
154
MetLife Investment Management
New Jersey
$10.4M -$24.5M -44,400 -71%
AI
155
Arvest Investments
Arkansas
$10.2M +$73.3K +133 +0.8%
NB
156
NBT Bank
New York
$10.1M -$212K -385 -2%
CBT
157
Central Bank & Trust
Kentucky
$10.1M -$55.1K -100 -0.6%
HTIM
158
Harbour Trust & Investment Management
Indiana
$10M -$27.5K -50 -0.3%
SG Americas Securities
159
SG Americas Securities
New York
$10M -$45.1M -81,863 -82%
FTS
160
Fifth Third Securities
Ohio
$9.86M -$136K -246 -1%
HFAS
161
Hummer Financial Advisory Services
Illinois
$9.79M
BBHC
162
Brown Brothers Harriman & Co
New York
$9.77M -$33.1K -60 -0.3%
PGCM
163
Prescott Group Capital Management
Oklahoma
$9.73M -$3.31M -6,000 -26%
LA
164
Legacy Advisors
Pennsylvania
$9.72M +$4.96K +9 +0.1%
KC
165
Kingfisher Capital
North Carolina
$9.7M -$442K -802 -4%
AM
166
AGF Management
Ontario, Canada
$9.69M -$24.2K -44 -0.3%
FMC
167
First Merchants Corp
Indiana
$9.69M -$520K -944 -5%
MBTD
168
Mechanics Bank - Trust Department
California
$9.64M -$166K -301 -2%
EWM
169
Evercore Wealth Management
New York
$9.44M -$81.5K -148 -0.9%
HCM
170
Howard Capital Management
Georgia
$9.44M -$41.9K -76 -0.5%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$9.4M -$229K -415 -2%
Franklin Resources
172
Franklin Resources
California
$9.33M +$1.01M +1,837 +13%
Kovitz Investment Group Partners
173
Kovitz Investment Group Partners
Illinois
$9.26M +$3.49M +6,334 +55%
BFM
174
Boston Financial Management
Massachusetts
$9.22M -$111K -202 -1%
GA
175
GFS Advisors
Texas
$9.2M +$377K +685 +4%

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.