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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
WJWM
201
Williams Jones Wealth Management
New York
$5.87M +$90K +249 +2%
CA
202
Cambridge Associates
Massachusetts
$5.87M
PAM
203
Peak Asset Management
Colorado
$5.81M +$9.04K +25 +0.2%
JG
204
Jefferies Group
New York
$5.78M +$5.57M +15,400 New
MFW
205
Meristem Family Wealth
Minnesota
$5.67M
IC
206
IEQ Capital
California
$5.66M +$5.45M +15,080 New
AC
207
Alexandria Capital
Virginia
$5.64M -$34.3K -95 -0.6%
CF
208
Centaurus Financial
California
$5.64M +$513K +1,418 +10%
SPIA
209
Steward Partners Investment Advisory
New York
$5.59M +$1.59M +4,405 +42%
CBT
210
Central Bank & Trust
Kentucky
$5.57M -$156K -432 -3%
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$5.57M -$3.37M -9,330 -39%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$5.55M +$11.9K +33 +0.2%
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$5.39M -$246K -681 -5%
RTS
214
Round Table Services
New Jersey
$5.34M -$5.06K -14 -0.1%
VFPI
215
Vantage Financial Partners (Illinois)
Illinois
$5.34M +$136K +375 +3%
BB
216
Busey Bank
Illinois
$5.33M -$87.1K -241 -2%
FLPIM
217
F.L. Putnam Investment Management
Massachusetts
$5.33M -$173K -478 -3%
Legal & General Group
218
Legal & General Group
United Kingdom
$5.33M
IAN
219
Integrated Advisors Network
Texas
$5.33M +$5.13M +14,192 New
DPI
220
Diversified Portfolios Inc
Michigan
$5.32M -$9.04K -25 -0.2%
ATFA
221
All Terrain Financial Advisors
Minnesota
$5.28M -$32.5K -90 -0.6%
ATWA
222
Arbor Trust Wealth Advisors
Michigan
$5.28M +$5.06M +14,003 New
BOTW
223
Bank of the West
California
$5.24M +$10.1K +28 +0.2%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$5.24M +$18.1K +50 +0.4%
FCBT
225
First Citizens Bank & Trust
North Carolina
$5.22M -$34.3K -95 -0.7%

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.