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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
BB
201
Busey Bank
Illinois
$7.72M -$23.7K -43 -0.3%
PAG
202
Private Advisor Group
New Jersey
$7.62M +$201K +364 +3%
SCA
203
STALEY CAPITAL ADVISERS
Pennsylvania
$7.46M +$220K +400 +3%
ATWA
204
Arbor Trust Wealth Advisors
Michigan
$7.45M
GBT
205
Grove Bank & Trust
Florida
$7.35M -$1.05M -1,913 -13%
CCM
206
Colorado Capital Management
Colorado
$7.29M -$197K -357 -3%
MWA
207
Meridian Wealth Advisors
Texas
$7.22M -$68.3K -124 -1%
BCM
208
BlueCrest Capital Management
Jersey
$7.12M +$6.89M +12,500 New
SF
209
Synovus Financial
Georgia
$6.98M +$240K +435 +4%
SHGA
210
Sand Hill Global Advisors
California
$6.97M -$24.8K -45 -0.4%
DWM
211
Dakota Wealth Management
Florida
$6.91M -$43K -78 -0.6%
RCP
212
Rothschild Capital Partners
New York
$6.89M +$5.85M +10,625 +727%
CB
213
Community Bank
New York
$6.77M -$42.4K -77 -0.6%
ITC
214
Inspire Trust Company
Nevada
$6.73M +$1.05M +1,900 +19%
GIM
215
Goelzer Investment Management
Indiana
$6.64M -$156K -283 -2%
TA
216
TKG Advisors
Indiana
$6.64M +$186K +337 +3%
PWMAG
217
Pinnacle Wealth Management Advisory Group
New Jersey
$6.61M +$68.3K +124 +1%
PAM
218
Palisade Asset Management
Minnesota
$6.59M +$60.6K +110 +1%
WJWM
219
Williams Jones Wealth Management
New York
$6.52M -$178K -323 -3%
BEC
220
Blue Edge Capital
Virginia
$6.32M +$2.64M +4,795 +76%
HA
221
Hanover Advisors
South Carolina
$6.31M +$61.2K +111 +1%
PP
222
Pegasus Partners
Wisconsin
$6.28M -$51.2K -93 -0.8%
FHA
223
First Horizon Advisors
Tennessee
$6.28M +$72.7K +132 +1%
SA
224
Sanctuary Advisors
Indiana
$6.27M +$1.31M +2,386 +30%
LI
225
Latigo Investments
Florida
$6.24M

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.