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SPDR S&P MidCap 400 ETF Trust

836 hedge funds and large institutions have $12.1B invested in SPDR S&P MidCap 400 ETF Trust in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 268 increasing their positions, 294 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+28
Holders Change %
+3.47%
% of All Funds
19.14%
Holding in Top 10
102
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.42%
% of All Funds
2.34%
New
61
Increased
268
Reduced
294
Closed
31
Calls
$742M
Puts
$424M
Net Calls
+$319M
Net Calls Change
+$326M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
226
Modera Wealth Management
New Jersey
$5.07M
PFP
227
Pinnacle Financial Partners
Tennessee
$5.07M +$396K +1,077 +8%
CL
228
Cabana LLC
Arkansas
$5.05M +$480K +1,305 +11%
BWM
229
BigSur Wealth Management
Florida
$5.03M +$1.96M +5,300 +64%
TVWM
230
Tower View Wealth Management
Wisconsin
$4.99M +$20.2K +55 +0.4%
BP
231
Ballentine Partners
Massachusetts
$4.84M
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
$4.81M +$2.52M +6,848 +110%
CWM
233
Cornerstone Wealth Management
Missouri
$4.8M +$740K +243,985 +18%
WJA
234
Williams Jones & Associates
New York
$4.78M -$191K -520 -4%
SPIA
235
Steward Partners Investment Advisory
New York
$4.77M +$435K +1,185 +10%
BWFA
236
Baltimore-Washington Financial Advisors
Maryland
$4.77M +$94.8K +258 +2%
FIA
237
Foundations Investment Advisors
Arizona
$4.72M +$359K +976 +8%
SBWM
238
Sunflower Bank Wealth Management
Arizona
$4.68M +$33.1K +90 +0.7%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$4.64M +$389K +1,058 +9%
BWAM
240
Boyd Watterson Asset Management
Ohio
$4.63M
JCM
241
Janney Capital Management
Pennsylvania
$4.63M -$184K -502 -4%
PWG
242
Private Wealth Group
Florida
$4.53M -$23.5K -64 -0.5%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$4.49M -$127M -346,551 -97%
LC
244
Lourd Capital
California
$4.47M -$768K -2,090 -15%
CT
245
Cambridge Trust
Massachusetts
$4.46M +$58.8K +160 +1%
VFPI
246
Vantage Financial Partners (Illinois)
Illinois
$4.46M -$145K -395 -3%
CA
247
Capital Advantage
California
$4.45M -$172K -468 -4%
IWA
248
Intercontinental Wealth Advisors
Texas
$4.36M -$45.9K -125 -1%
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$4.29M +$36.7K +100 +0.9%
CPA
250
Capital Planning Advisors
California
$4.24M +$1.39M +3,794 +49%