We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

686 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $752M | Put options by funds: $570M

0.04% less ownership

Funds ownership: 54.98%54.94% (-0.04%)

4% less capital invested

Capital invested by funds: $10.9B → $10.5B (-$412M)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

1% less funds holding

Funds holding: 695686 (-9)

8% less funds holding in top 10

Funds holding in top 10: 10496 (-8)

25% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 272

Holders
686
Holders Change
-9
Holders Change %
-1.29%
% of All Funds
17.1%
Holding in Top 10
96
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.69%
% of All Funds
2.39%
New
45
Increased
205
Reduced
272
Closed
47
Calls
$752M
Puts
$570M
Net Calls
+$182M
Net Calls Change
+$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
176
Commerce Bank
Missouri
$6.37M -$48.2K -153 -0.8%
RC
177
RBF Capital
California
$6.35M
BBHC
178
Brown Brothers Harriman & Co
New York
$6.27M
DPI
179
Diversified Portfolios Inc
Michigan
$6.11M -$278K -882 -4%
EA
180
Elm Advisors
California
$6.06M -$78.7K -250 -1%
LC
181
Lourd Capital
California
$6M
GIM
182
Goelzer Investment Management
Indiana
$5.89M +$23.9K +76 +0.4%
RJT
183
Raymond James Trust
Florida
$5.84M -$166K -526 -3%
IA
184
IFP Advisors
Florida
$5.83M -$2.15M -6,841 -27%
SJIM
185
St. Johns Investment Management
Florida
$5.81M -$122K -389 -2%
ATC
186
Adirondack Trust Company
New York
$5.74M -$1.9M -6,024 -25%
AC
187
Alexandria Capital
Virginia
$5.74M -$47.8K -152 -0.8%
BSWMG
188
Barrington Strategic Wealth Management Group
Illinois
$5.69M -$985K -3,128 -15%
Cerity Partners
189
Cerity Partners
New York
$5.62M +$236K +750 +4%
SLF
190
Sun Life Financial
Ontario, Canada
$5.56M +$3.79M +12,033 +220%
PWMAG
191
Pinnacle Wealth Management Advisory Group
New Jersey
$5.52M +$154K +490 +3%
PAM
192
Peak Asset Management
Colorado
$5.48M -$383K -1,218 -7%
TCIM
193
TIAA CREF Investment Management
New York
$5.43M -$129K -411 -2%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$5.42M +$1.49M +4,746 +38%
Truist Financial
195
Truist Financial
North Carolina
$5.42M -$14.2K -45 -0.3%
MFW
196
Meristem Family Wealth
Minnesota
$5.4M
GT
197
Glenmede Trust
Pennsylvania
$5.38M
GEA
198
Glen Eagle Advisors
New Jersey
$5.37M -$24.9K -79 -0.5%
MIH
199
Madison Investment Holdings
Wisconsin
$5.37M +$4.41K +14 +0.1%
TG
200
Threshold Group
Washington
$5.33M +$18.9K +60 +0.4%

MDY Hedge Fund Activity: Q2 2017 in Review

686 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2017, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MDY and 45 opened new positions — a net loss of 2 holders — while 272 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Freedom Investment Management, cutting an estimated $238M.

  • 686 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2017, down from 695 in Q1 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2017 and 47 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2017 was Morgan Stanley, an estimated $267M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2017 was Freedom Investment Management, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2017.