We are live on ! Find out more
MDY icon

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
Bank of America
1
Bank of America
North Carolina
$903M +$58.6M +174,160 +7%
Wells Fargo
2
Wells Fargo
California
$803M -$77M -228,807 -9%
V
3
Veritable
Delaware
$470M -$185K -549 -0%
Northern Trust
4
Northern Trust
Illinois
$458M +$23.7M +70,316 +6%
US Bancorp
5
US Bancorp
Minnesota
$458M -$7.7M -22,905 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$407M -$996K -2,962 -0.3%
UBS Group
7
UBS Group
Switzerland
$406M +$34.9M +103,671 +10%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$351M +$2.14M +6,348 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$330M -$24.7M -73,530 -7%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$228M -$532K -1,582 -0.2%
RJA
11
Raymond James & Associates
Florida
$206M -$14.3M -42,475 -7%
Goldman Sachs
12
Goldman Sachs
New York
$205M +$43M +127,867 +27%
ABTD
13
Arvest Bank Trust Division
Oklahoma
$170M +$4.27M +12,703 +3%
Citigroup
14
Citigroup
New York
$149M +$133M +394,017 +1,078%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$123M +$919K +2,731 +0.8%
KPAG
16
KLS Professional Advisors Group
New York
$120M -$1.64M -4,866 -1%
LPL Financial
17
LPL Financial
California
$117M -$2.19M -6,508 -2%
FIM
18
Freedom Investment Management
Connecticut
$113M -$46.7M -138,691 -30%
RM
19
Resource Management
Louisiana
$107M -$1.08M -3,203 -1%
Ameriprise
20
Ameriprise
Minnesota
$100M -$1.99M -5,914 -2%
CCA
21
Conservest Capital Advisors
Pennsylvania
$80.8M +$9.51M +28,276 +14%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$79.8M -$4.51M -13,420 -5%
Barclays
23
Barclays
United Kingdom
$73.2M -$20.3M -60,452 -22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$72.6M -$9.68M -28,780 -12%
MCM
25
MAI Capital Management
Ohio
$66.1M -$1.22M -3,623 -2%

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.