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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
CFA
176
Capstone Financial Advisors
Illinois
$9.18M -$57.3K -104 -0.6%
CP
177
Canopy Partners
Ohio
$9M +$845K +1,533 +11%
WIA
178
World Investment Advisors
California
$8.94M -$328K -595 -4%
Two Sigma Investments
179
Two Sigma Investments
New York
$8.89M +$8.59M +15,600 New
TIAA Trust, National Association
180
TIAA Trust, National Association
North Carolina
$8.86M -$207K -376 -2%
RJT
181
Raymond James Trust
Florida
$8.8M -$365K -662 -4%
KIA
182
KCM Investment Advisors
California
$8.77M -$197K -357 -2%
WANY
183
Wealthspire Advisors (New York)
New York
$8.55M +$1.83M +3,326 +28%
GFL
184
Granite FO LLC
New Hampshire
$8.41M +$63.4K +115 +0.8%
Walleye Trading
185
Walleye Trading
New York
$8.33M +$8.06M +14,623 New
MIC
186
Means Investment Company
Maine
$8.27M -$137K -249 -2%
MAM
187
Madison Asset Management
Wisconsin
$8.26M -$1.1M -2,004 -12%
MPCA
188
Madison Park Capital Advisors
Washington
$8.26M +$57.8K +105 +0.7%
CAG
189
Csenge Advisory Group
Florida
$8.2M +$284K +516 +4%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$8.11M -$753K -1,367 -9%
Legal & General Group
191
Legal & General Group
United Kingdom
$8.09M
MHWM
192
Montz Harcus Wealth Management
Louisiana
$8.08M +$59K +107 +0.8%
BFO
193
Boston Family Office
Massachusetts
$8.08M -$130K -236 -2%
LW
194
Linscomb Wealth
Texas
$8.05M -$2.75M -4,988 -26%
CTA
195
Chesley Taft & Associates
Illinois
$8.02M -$24.8K -45 -0.3%
RWB
196
RMR Wealth Builders
New Jersey
$7.99M -$89.8K -163 -1%
SAF
197
Smith Anglin Financial
Texas
$7.83M -$41.9K -76 -0.6%
UL
198
Unionview LLC
Washington
$7.82M +$15.4K +28 +0.2%
BWAM
199
Boyd Watterson Asset Management
Ohio
$7.79M
PCFFS
200
Pacific Center for Financial Services
California
$7.73M -$299K -543 -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.