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State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
176
Pacific Center for Financial Services
California
$7.03M -$307K -913 -4%
RC
177
RBF Capital
California
$6.91M
CAN
178
Cetera Advisor Networks
California
$6.87M +$525K +1,560 +9%
RIG
179
Renaissance Investment Group
Massachusetts
$6.79M -$247K -733 -4%
PAM
180
Palisade Asset Management
Minnesota
$6.73M -$181K -538 -3%
QAM
181
QCI Asset Management
New York
$6.62M -$62.6K -186 -1%
EA
182
Elm Advisors
California
$6.56M +$118K +350 +2%
PWMAG
183
Pinnacle Wealth Management Advisory Group
New Jersey
$6.52M +$167K +495 +3%
CCM
184
Colorado Capital Management
Colorado
$6.45M -$46.4K -138 -0.7%
CA
185
Cambridge Associates
Massachusetts
$6.42M -$1.47M -4,358 -19%
DBIA
186
Dumont & Blake Investment Advisors
New Jersey
$6.38M +$64.6K +192 +1%
GIM
187
Goelzer Investment Management
Indiana
$6.34M +$43.1K +128 +0.7%
SBL
188
Sargent Bickham Lagudis
Colorado
$6.32M -$116K -346 -2%
CTC
189
Central Trust Company
Missouri
$6.31M -$176K -522 -3%
SCA
190
STALEY CAPITAL ADVISERS
Pennsylvania
$6.22M -$53.5K -159 -0.9%
Truist Financial
191
Truist Financial
North Carolina
$6.05M +$234K +695 +4%
SLF
192
Sun Life Financial
Ontario, Canada
$6.04M
CA
193
Crewe Advisors
Utah
$5.99M -$96.9K -288 -2%
GFS
194
GYL Financial Synergies
Connecticut
$5.93M -$1.06M -3,155 -16%
BF
195
BOK Financial
Oklahoma
$5.91M +$400K +1,189 +7%
ATC
196
Adirondack Trust Company
New York
$5.89M -$273K -811 -5%
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$5.83M -$10.8M -31,987 -65%
SHGA
198
Sand Hill Global Advisors
California
$5.77M -$16.8K -50 -0.3%
MFG
199
Magnus Financial Group
New York
$5.75M -$12.4K -37 -0.2%
M
200
MOTCO
Texas
$5.68M -$52.1K -155 -0.9%

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.