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State Street SPDR S&P MIDCAP 400 ETF Trust

963 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 213 increasing their positions, 362 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 39

25% more capital invested

Capital invested by funds: $8.43B → $10.5B (+$2.08B)

13% more funds holding

Funds holding: 852963 (+111)

12% more funds holding in top 10

Funds holding in top 10: 5966 (+7)

2.46% less ownership

Funds ownership: 63.03%60.57% (-2.5%)

41% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 362

55% less call options, than puts

Call options by funds: $278M | Put options by funds: $618M

Holders
963
Holders Change
+111
Holders Change %
+13.03%
% of All Funds
17.04%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
1.17%
New
164
Increased
213
Reduced
362
Closed
39
Calls
$278M
Puts
$618M
Net Calls
-$341M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$969M +$3.6M +9,340 +0.4%
Wells Fargo
2
Wells Fargo
California
$816M +$4.94M +12,817 +0.7%
US Bancorp
3
US Bancorp
Minnesota
$528M -$11.7M -30,369 -2%
Northern Trust
4
Northern Trust
Illinois
$527M -$17.7M -46,037 -4%
V
5
Veritable
Delaware
$452M -$34.3M -89,170 -8%
Morgan Stanley
6
Morgan Stanley
New York
$443M +$44.8M +116,401 +12%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$421M -$6.36M -16,515 -2%
UBS Group
8
UBS Group
Switzerland
$338M +$26.4M +68,558 +9%
RJA
9
Raymond James & Associates
Florida
$215M +$796K +2,066 +0.4%
Goldman Sachs
10
Goldman Sachs
New York
$211M -$8.71M -22,624 -4%
ABTD
11
Arvest Bank Trust Division
Oklahoma
$173M -$3.96M -10,271 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$149M +$49.6M +128,683 +57%
Citigroup
13
Citigroup
New York
$137M +$105M +272,890 +508%
RM
14
Resource Management
Louisiana
$115M -$400K -1,039 -0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$110M +$12.5M +32,415 +14%
State of Wisconsin Investment Board
16
State of Wisconsin Investment Board
Wisconsin
$103M
DCC
17
Dow Chemical Company
Michigan
$100M +$92M +238,829 New
CCA
18
Conservest Capital Advisors
Pennsylvania
$97.5M -$227K -589 -0.3%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.5M +$196K +510 +0.2%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$75.9M +$6.56M +17,028 +10%
MCM
21
MAI Capital Management
Ohio
$75.4M +$728K +1,890 +1%
LPL Financial
22
LPL Financial
California
$73.8M -$2.23M -5,781 -3%
WT
23
Whittier Trust
California
$72.4M -$204K -530 -0.3%
SG Americas Securities
24
SG Americas Securities
New York
$69.3M -$1.37M -3,558 -2%
Ameriprise
25
Ameriprise
Minnesota
$65.1M +$3.86M +10,015 +7%

MDY Hedge Fund Activity: Q4 2020 in Review

963 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2020, worth a combined $10.5B — up 25% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new MDY positions and 39 closed out — a net gain of 125 holders — while 213 added to existing stakes and 362 trimmed.

The largest buyer was Citigroup, adding an estimated $105M. The largest seller was Veracity Capital, cutting an estimated $565M.

  • 963 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2020, up from 852 in Q3 2020.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2020, up 25% quarter-over-quarter.
  • 164 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2020 and 39 closed out, a net change of +125 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2020 was Citigroup, an estimated $105M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2020 was Veracity Capital, an estimated $565M sold.

Based on aggregated 13F filings for Q4 2020.