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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
Bank of America
1
Bank of America
North Carolina
$1.21B -$147M -266,567 -11%
Wells Fargo
2
Wells Fargo
California
$743M -$17.7M -32,067 -2%
Morgan Stanley
3
Morgan Stanley
New York
$692M +$36.6M +66,423 +6%
Goldman Sachs
4
Goldman Sachs
New York
$650M +$360M +653,125 +134%
Northern Trust
5
Northern Trust
Illinois
$634M -$355K -645 -0.1%
US Bancorp
6
US Bancorp
Minnesota
$606M +$6.46M +11,719 +1%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$524M -$3.63M -6,581 -0.7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$438M +$3.21M +5,825 +0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$417M +$217M +394,197 +116%
UBS Group
10
UBS Group
Switzerland
$359M +$11.4M +20,767 +3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$308M +$4.12M +7,474 +1%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$282M -$4.94M -8,964 -2%
RJA
13
Raymond James & Associates
Florida
$210M +$998K +1,811 +0.5%
JP Morgan Chase
14
JP Morgan Chase
New York
$194M +$10.5M +19,030 +6%
AllianceBernstein
15
AllianceBernstein
Tennessee
$160M -$6.4M -11,619 -4%
Corient Private Wealth
16
Corient Private Wealth
Florida
$146M -$2.09M -3,788 -1%
Creative Planning
17
Creative Planning
Kansas
$141M -$6.36M -11,541 -4%
ABTD
18
Arvest Bank Trust Division
Oklahoma
$137M +$133M +240,545 New
MCM
19
MAI Capital Management
Ohio
$136M +$3.49M +6,336 +3%
CCA
20
Conservest Capital Advisors
Pennsylvania
$134M +$4.78M +8,683 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$97.2M -$1.53M -2,775 -2%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$86.6M -$63.1M -114,447 -43%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$84.8M +$1.11M +2,014 +1%
HighTower Advisors
24
HighTower Advisors
Illinois
$81.9M +$1.44M +2,621 +2%
LPL Financial
25
LPL Financial
California
$81.8M +$2.24M +4,061 +3%

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.