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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
PP
251
Pegasus Partners
Wisconsin
$3.79M -$210K -599 -5%
WIC
252
Whitegate Investment Counselors
New Hampshire
$3.75M
FFSOTS
253
Fiduciary Financial Services of The Southwest
Texas
$3.7M -$78.8K -225 -2%
SPIA
254
Steward Partners Investment Advisory
New York
$3.69M -$1.78M -5,071 -33%
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$3.68M +$15.4K +44 +0.4%
MWP
256
MYCIO Wealth Partners
Pennsylvania
$3.67M -$43.4K -124 -1%
MSL
257
Mackay Shields LLC
New York
$3.63M -$20M -57,021 -85%
IA
258
IFG Advisory
Georgia
$3.55M -$13.1M -37,476 -79%
CT
259
Cambridge Trust
Massachusetts
$3.54M -$160K -457 -4%
NPT
260
Nixon Peabody Trust
Massachusetts
$3.53M -$9.81K -28 -0.3%
WC
261
Whitnell & Co
Illinois
$3.5M -$60.6K -173 -2%
SJIM
262
St. Johns Investment Management
Florida
$3.47M
SWP
263
Stratos Wealth Partners
Ohio
$3.45M +$40.3K +115 +1%
BP
264
Ballentine Partners
Massachusetts
$3.43M
RhumbLine Advisers
265
RhumbLine Advisers
Massachusetts
$3.3M +$1.49M +4,260 +83%
PFS
266
Prospera Financial Services
Texas
$3.29M -$530K -1,512 -14%
CPA
267
Capital Planning Advisors
California
$3.28M -$310K -884 -9%
MMHP
268
Murphy Middleton Hinkle & Parker
Georgia
$3.23M -$39.9K -114 -1%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$3.19M -$1.07M -3,046 -25%
SCG
270
Sonata Capital Group
Washington
$3.17M +$158K +450 +5%
MWA
271
Meridian Wealth Advisors
Texas
$3.16M +$603K +1,722 +24%
BA
272
Bristlecone Advisors
Washington
$3.16M -$94.6K -270 -3%
NAMP
273
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.11M -$38.5K -110 -1%
GEA
274
Glen Eagle Advisors
New Jersey
$3.1M -$45.2K -129 -1%
SBH
275
Segall Bryant & Hamill
Illinois
$3.09M +$7.36K +21 +0.2%