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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
PFPT
176
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.91M +$550K +1,522 +9%
CIA
177
Choate Investment Advisors
Massachusetts
$6.86M -$211K -584 -3%
AIP
178
Ameritas Investment Partners
Nebraska
$6.85M +$1.45M +4,000 +28%
NEAM
179
New England Asset Management
Connecticut
$6.82M -$1.07M -2,960 -14%
SCA
180
STALEY CAPITAL ADVISERS
Pennsylvania
$6.79M
SBL
181
Sargent Bickham Lagudis
Colorado
$6.78M -$25.3K -70 -0.4%
MAM
182
Madison Asset Management
Wisconsin
$6.77M +$6.52M +18,026 New
RIG
183
Renaissance Investment Group
Massachusetts
$6.72M -$250K -692 -4%
CCM
184
Colorado Capital Management
Colorado
$6.7M -$39K -108 -0.6%
GIM
185
Goelzer Investment Management
Indiana
$6.67M -$284K -787 -4%
RCA
186
Resonant Capital Advisors
Wisconsin
$6.67M +$6.42M +17,761 New
DCM
187
Davidson Capital Management
Texas
$6.67M +$6.42M +17,762 New
SLF
188
Sun Life Financial
Ontario, Canada
$6.57M
HFAS
189
Hummer Financial Advisory Services
Illinois
$6.51M +$6.25M +17,282 New
TVWM
190
Tower View Wealth Management
Wisconsin
$6.31M +$97.6K +270 +2%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$6.23M +$339K +939 +6%
GFS
192
GYL Financial Synergies
Connecticut
$6.16M +$361 +1 +0%
LNC
193
Lincoln National Corp
Pennsylvania
$6.09M +$38.7K +107 +0.7%
CA
194
Crewe Advisors
Utah
$6.06M +$17K +47 +0.3%
M
195
MOTCO
Texas
$6.01M -$95.4K -264 -2%
CTC
196
Central Trust Company
Missouri
$5.98M -$67.6K -187 -1%
GFPC
197
Global Financial Private Capital
Florida
$5.97M -$491K -1,359 -8%
ATC
198
Adirondack Trust Company
New York
$5.94M +$175K +483 +3%
ABC
199
Associated Banc-Corp
Wisconsin
$5.93M +$33.6K +93 +0.6%
MFG
200
Magnus Financial Group
New York
$5.91M -$61.1K -169 -1%

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.