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SPDR S&P MidCap 400 ETF Trust

846 hedge funds and large institutions have $10.5B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 255 increasing their positions, 321 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
18.58%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.8%
New
40
Increased
255
Reduced
321
Closed
41
Calls
$406M
Puts
$266M
Net Calls
+$140M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
226
Centaurus Financial
California
$4.8M +$87.8K +249 +2%
MWM
227
Modera Wealth Management
New Jersey
$4.77M
CA
228
Calton & Associates
Florida
$4.75M +$158K +448 +3%
RCS
229
Retirement Capital Strategies
California
$4.69M -$106K -302 -2%
BWAM
230
Boyd Watterson Asset Management
Ohio
$4.66M +$31.7K +90 +0.7%
BWFA
231
Baltimore-Washington Financial Advisors
Maryland
$4.54M -$37.4K -106 -0.8%
UCFA
232
United Capital Financial Advisors
Texas
$4.53M -$510K -1,446 -10%
BPB
233
Badgley, Phelps & Bell
Washington
$4.46M +$7.75K +22 +0.2%
PWG
234
Private Wealth Group
Florida
$4.32M +$32.1K +91 +0.7%
AWM
235
AE Wealth Management
Kansas
$4.31M -$824K -2,339 -16%
PCP
236
Proficio Capital Partners
Massachusetts
$4.23M
PWP
237
Personal Wealth Partners
Minnesota
$4.21M -$287K -813 -6%
SBWM
238
Sunflower Bank Wealth Management
Arizona
$4.15M -$71.6K -203 -2%
SHGA
239
Sand Hill Global Advisors
California
$4.11M
Deutsche Bank
240
Deutsche Bank
Germany
$4.11M -$1.53M -4,356 -27%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$4.02M -$15.9K -45 -0.4%
B
242
Bridgeworth
Alabama
$3.99M -$400K -1,135 -9%
FHA
243
First Horizon Advisors
Tennessee
$3.94M +$18K +51 +0.5%
CA
244
Capital Advantage
California
$3.94M +$3.94M +11,164 New
AI
245
Atom Investors
Texas
$3.91M +$3.91M +11,093 New
HIS
246
Harvest Investment Services
Illinois
$3.9M -$1.02M -2,956 -21%
EK
247
Evensky & Katz
Florida
$3.89M
SF
248
Synovus Financial
Georgia
$3.89M +$56.8K +161 +1%
AWM
249
Affinity Wealth Management
Delaware
$3.82M -$289K -820 -7%
PP
250
Pegasus Partners
Wisconsin
$3.79M -$211K -599 -5%