We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

845 hedge funds and large institutions have $8.24B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 161 increasing their positions, 420 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 51

5% more capital invested

Capital invested by funds: $7.82B → $8.24B (+$423M)

3% more funds holding

Funds holding: 821845 (+24)

0.61% less ownership

Funds ownership: 63.95%63.34% (-0.61%)

5% less call options, than puts

Call options by funds: $311M | Put options by funds: $326M

2% less funds holding in top 10

Funds holding in top 10: 6160 (-1)

62% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 420

Holders
845
Holders Change
+24
Holders Change %
+2.92%
% of All Funds
17.33%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.23%
New
82
Increased
161
Reduced
420
Closed
51
Calls
$311M
Puts
$326M
Net Calls
-$15.8M
Net Calls Change
-$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$750M -$40.8M -134,705 -6%
Wells Fargo
2
Wells Fargo
California
$651M -$26.8M -88,216 -4%
Northern Trust
3
Northern Trust
Illinois
$432M +$3.74M +12,324 +0.9%
US Bancorp
4
US Bancorp
Minnesota
$426M -$13.9M -45,912 -3%
V
5
Veritable
Delaware
$395M -$13.9M -45,702 -4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$342M -$2.75M -9,056 -0.9%
Morgan Stanley
7
Morgan Stanley
New York
$305M -$55.8M -183,892 -16%
UBS Group
8
UBS Group
Switzerland
$249M -$42.2M -139,203 -15%
RJA
9
Raymond James & Associates
Florida
$167M -$6.73M -22,197 -4%
Goldman Sachs
10
Goldman Sachs
New York
$156M -$39.9M -131,740 -22%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$152M -$154M -509,027 -52%
ABTD
12
Arvest Bank Trust Division
Oklahoma
$139M -$8.96M -29,563 -6%
RM
13
Resource Management
Louisiana
$90.7M -$5.81M -19,164 -6%
LPL Financial
14
LPL Financial
California
$89.8M -$8.79M -28,981 -9%
AC
15
Aperimus Capital
California
$86.3M +$22.2M +73,100 +38%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$85.3M -$10.1M -33,381 -11%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$79.5M +$74.3M +245,000 New
CCA
18
Conservest Capital Advisors
Pennsylvania
$76.9M -$1.74M -5,724 -2%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.2M -$621M -2,049,294 -91%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$66M -$22M -72,394 -26%
MCM
21
MAI Capital Management
Ohio
$57.5M -$1.5M -4,935 -3%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$54.9M -$3.68M -12,138 -7%
WT
23
Whittier Trust
California
$54.5M -$3.22M -10,622 -6%
SG Americas Securities
24
SG Americas Securities
New York
$53.7M +$19.1M +63,037 +61%
Ameriprise
25
Ameriprise
Minnesota
$53M -$8.46M -27,907 -15%

MDY Hedge Fund Activity: Q2 2020 in Review

845 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2020, worth a combined $8.24B — up 5.4% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 51 closed out — a net gain of 31 holders — while 161 added to existing stakes and 420 trimmed.

The largest buyer was Veracity Capital, opening a new position worth an estimated $631M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $621M.

  • 845 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2020, up from 821 in Q1 2020.
  • Funds reported $8.24B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2020, up 5.4% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2020 and 51 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2020 was Veracity Capital, an estimated $631M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2020 was Manulife (Manufacturers Life Insurance), an estimated $621M sold.

Based on aggregated 13F filings for Q2 2020.