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SPDR S&P MidCap 400 ETF Trust

856 hedge funds and large institutions have $10.9B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.56%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
226
Modera Wealth Management
New Jersey
$4.7M -$32.8K -95 -0.7%
CA
227
Calton & Associates
Florida
$4.68M +$212K +615 +5%
BB
228
Busey Bank
Illinois
$4.66M +$3.58M +10,359 +330%
PWP
229
Personal Wealth Partners
Minnesota
$4.57M -$9.9M -28,649 -68%
Mariner
230
Mariner
Kansas
$4.56M +$4.21M +78,479 +1,175%
B
231
Bridgeworth
Alabama
$4.54M -$325K -942 -7%
BWAM
232
Boyd Watterson Asset Management
Ohio
$4.53M +$175K +508 +4%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$4.52M +$136K +393 +3%
MPPLM
234
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.46M -$270K -781 -6%
BWFA
235
Baltimore-Washington Financial Advisors
Maryland
$4.45M -$44.6K -129 -1%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$4.32M +$154K +445 +4%
SPIA
237
Steward Partners Investment Advisory
New York
$4.31M +$124K +360 +3%
LC
238
Lourd Capital
California
$4.21M
SBWM
239
Sunflower Bank Wealth Management
Arizona
$4.17M -$105K -305 -2%
AWM
240
Affinity Wealth Management
Delaware
$4.15M -$3.6M -10,410 -46%
PCP
241
Proficio Capital Partners
Massachusetts
$4.14M -$44.9K -130 -1%
VFPI
242
Vantage Financial Partners (Illinois)
Illinois
$4.12M +$14.7K +45 +0.4%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$4.09M +$86.3K +250 +2%
CA
244
Capital Advantage
California
$4.01M -$111K -320 -3%
PP
245
Pegasus Partners
Wisconsin
$3.93M -$14.4M -41,650 -79%
PFS
246
Prospera Financial Services
Texas
$3.86M +$420K +1,201 +12%
APC
247
Aspire Private Capital
North Carolina
$3.86M -$1M -2,903 -21%
FHA
248
First Horizon Advisors
Tennessee
$3.84M +$159K +460 +4%
EK
249
Evensky & Katz
Florida
$3.83M +$3.83M +11,092 New
UR
250
USCA RIA
Texas
$3.8M +$920K +2,663 +32%