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SPDR S&P MidCap 400 ETF Trust

808 hedge funds and large institutions have $11.3B invested in SPDR S&P MidCap 400 ETF Trust in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 323 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-4
Holders Change %
-0.49%
% of All Funds
18.52%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
2.5%
New
42
Increased
246
Reduced
323
Closed
40
Calls
$439M
Puts
$447M
Net Calls
-$7.95M
Net Calls Change
-$62M
Name Holding Trade Value Shares
Change
Shares
Change %
WJA
226
Williams Jones & Associates
New York
$4.81M -$31.6K -89 -0.7%
TVWM
227
Tower View Wealth Management
Wisconsin
$4.8M +$47.2K +133 +1%
SWP
228
Stratos Wealth Partners
Ohio
$4.75M -$158K -444 -3%
BP
229
Ballentine Partners
Massachusetts
$4.68M -$4.97K -14 -0.1%
JCM
230
Janney Capital Management
Pennsylvania
$4.65M -$2.2M -6,200 -32%
PFP
231
Pinnacle Financial Partners
Tennessee
$4.51M -$210K -592 -4%
BWFA
232
Baltimore-Washington Financial Advisors
Maryland
$4.51M +$75.3K +212 +2%
SBWM
233
Sunflower Bank Wealth Management
Arizona
$4.49M +$14.2K +40 +0.3%
BWAM
234
Boyd Watterson Asset Management
Ohio
$4.48M
CA
235
Capital Advantage
California
$4.46M -$202K -569 -4%
VFPI
236
Vantage Financial Partners (Illinois)
Illinois
$4.45M -$10.4M -29,157 -70%
CL
237
Cabana LLC
Arkansas
$4.41M +$4.41M +12,425 New
CF
238
Centaurus Financial
California
$4.41M +$112K +316 +3%
PWG
239
Private Wealth Group
Florida
$4.4M +$129K +362 +3%
TPSF
240
Texas Permanent School Fund
Texas
$4.33M +$852K +2,400 +24%
RCAG
241
Rehmann Capital Advisory Group
Michigan
$4.29M +$4.28M +358,194 +62,841%
IWA
242
Intercontinental Wealth Advisors
Texas
$4.26M +$81K +228 +2%
CT
243
Cambridge Trust
Massachusetts
$4.25M -$272K -766 -6%
FIA
244
Foundations Investment Advisors
Arizona
$4.21M +$4.21M +11,857 New
SPIA
245
Steward Partners Investment Advisory
New York
$4.19M +$243K +685 +6%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$4.11M +$87.7K +247 +2%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$4.11M +$316K +889 +8%
IA
248
IFP Advisors
Florida
$4.09M -$157K -441 -4%
PFS
249
Prospera Financial Services
Texas
$4.04M -$15.7K -44 -0.4%
FFSOTS
250
Fiduciary Financial Services of The Southwest
Texas
$4.02M -$306K -861 -7%