We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

847 hedge funds and large institutions have $10.5B invested in State Street 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

53% more call options, than puts

Call options by funds: $406M | Put options by funds: $266M

0.87% less ownership

Funds ownership: 56.22%55.36% (-0.87%)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

5% less capital invested

Capital invested by funds: $11B → $10.5B (-$502M)

1% less funds holding

Funds holding: 856847 (-9)

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

21% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 321

Holders
847
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
18.57%
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
Change in
Stake
WPW
226
Waldron Private Wealth
Pennsylvania
$4.83M
CF
227
Centaurus Financial
California
$4.8M +$87.2K +249 +2%
MWM
228
Modera Wealth Management
New Jersey
$4.77M
CA
229
Calton & Associates
Florida
$4.75M +$157K +448 +3%
RCS
230
Retirement Capital Strategies
California
$4.69M -$106K -302 -2%
BWAM
231
Boyd Watterson Asset Management
Ohio
$4.66M +$31.5K +90 +0.7%
BWFA
232
Baltimore-Washington Financial Advisors
Maryland
$4.54M -$37.1K -106 -0.8%
UCFA
233
United Capital Financial Advisors
Texas
$4.53M -$507K -1,446 -10%
BPB
234
Badgley, Phelps & Bell
Washington
$4.46M +$7.71K +22 +0.2%
PWG
235
Private Wealth Group
Florida
$4.32M +$31.9K +91 +0.7%
AWM
236
AE Wealth Management
Kansas
$4.31M -$820K -2,339 -16%
PCP
237
Proficio Capital Partners
Massachusetts
$4.22M
PWP
238
Personal Wealth Partners
Minnesota
$4.21M -$285K -813 -6%
SBWM
239
Sunflower Bank Wealth Management
Arizona
$4.15M -$71.1K -203 -2%
SHGA
240
Sand Hill Global Advisors
California
$4.11M
Deutsche Bank
241
Deutsche Bank
Germany
$4.11M -$1.53M -4,356 -27%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$4.02M -$15.8K -45 -0.4%
B
243
Bridgeworth
Alabama
$3.99M -$398K -1,135 -9%
FHA
244
First Horizon Advisors
Tennessee
$3.94M +$17.9K +51 +0.5%
CA
245
Capital Advantage
California
$3.94M +$3.91M +11,164 New
AI
246
Atom Investors
Texas
$3.91M +$3.89M +11,093 New
HIS
247
Harvest Investment Services
Illinois
$3.9M -$1.04M -2,956 -21%
EK
248
Evensky & Katz
Florida
$3.89M
SF
249
Synovus Financial
Georgia
$3.89M +$56.4K +161 +1%
AWM
250
Affinity Wealth Management
Delaware
$3.82M -$287K -820 -7%