MDY icon

SPDR S&P MidCap 400 ETF Trust

930 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
+84
Holders Change %
+9.93%
% of All Funds
18.36%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.74%
New
133
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$4.03M -$248K -660 -6%
B
252
Bridgeworth
Alabama
$4.02M -$232K -618 -5%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$4.02M -$1.27M -3,372 -24%
WIC
254
Whitegate Investment Counselors
New Hampshire
$3.99M
FFSOTS
255
Fiduciary Financial Services of The Southwest
Texas
$3.9M -$37.2K -99 -0.9%
IA
256
IFG Advisory
Georgia
$3.9M +$125K +332 +3%
VF
257
Virtu Financial
New York
$3.86M +$3.86M +10,289 New
EK
258
Evensky & Katz
Florida
$3.8M -$344K -917 -8%
HCM
259
Howard Capital Management
Georgia
$3.78M -$17.7M -46,759 -82%
SFS
260
Sowell Financial Services
Arkansas
$3.76M -$1.98M -5,282 -35%
BAC
261
Boys Arnold & Co
North Carolina
$3.73M +$610K +1,625 +20%
SWP
262
Stratos Wealth Partners
Ohio
$3.71M +$31.9K +85 +0.9%
CT
263
Cambridge Trust
Massachusetts
$3.69M -$78.4K -209 -2%
CG
264
Colony Group
Massachusetts
$3.68M +$2.65M +7,067 +258%
NPT
265
Nixon Peabody Trust
Massachusetts
$3.67M -$91.6K -244 -2%
PFS
266
Prospera Financial Services
Texas
$3.67M +$160K +427 +5%
SJIM
267
St. Johns Investment Management
Florida
$3.64M -$52.6K -140 -1%
WC
268
Whitnell & Co
Illinois
$3.61M -$119K -317 -3%
PWP
269
Personal Wealth Partners
Minnesota
$3.59M -$893K -2,380 -20%
HIS
270
Harvest Investment Services
Illinois
$3.49M -$742K -1,977 -18%
RhumbLine Advisers
271
RhumbLine Advisers
Massachusetts
$3.49M -$26.3K -70 -0.7%
BAM
272
Belpointe Asset Management
Nevada
$3.46M +$223K +593 +7%
MWA
273
Meridian Wealth Advisors
Texas
$3.44M +$70.6K +188 +2%
MMHP
274
Murphy Middleton Hinkle & Parker
Georgia
$3.43M -$6.38K -17 -0.2%
CPA
275
Capital Planning Advisors
California
$3.4M -$96.5K -257 -3%