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SPDR S&P MidCap 400 ETF Trust

818 hedge funds and large institutions have $7.79B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 220 increasing their positions, 399 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
-112
Holders Change %
-12.04%
% of All Funds
18.07%
Holding in Top 10
61
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-30.68%
% of All Funds
1.35%
New
52
Increased
220
Reduced
399
Closed
150
Calls
$176M
Puts
$150M
Net Calls
+$25.9M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$2.57M -$256K -974 -9%
BAC
252
Boys Arnold & Co
North Carolina
$2.53M -$81K -308 -3%
AWM
253
AE Wealth Management
Kansas
$2.51M -$804K -3,058 -24%
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$2.5M -$1.4M -5,328 -36%
MMHP
255
Murphy Middleton Hinkle & Parker
Georgia
$2.4M +$789 +3 +0%
GAM
256
Gould Asset Management
California
$2.4M +$631K +2,400 +36%
MWA
257
Meridian Wealth Advisors
Texas
$2.38M -$28.4K -108 -1%
BAM
258
Belpointe Asset Management
Nevada
$2.35M -$67.6K -257 -3%
SCG
259
Sonata Capital Group
Washington
$2.33M -$13.1K -50 -0.6%
CT
260
Cambridge Trust
Massachusetts
$2.33M -$256K -972 -10%
PWP
261
Personal Wealth Partners
Minnesota
$2.31M -$204K -776 -8%
HFRG
262
Houlihan Financial Resource Group
Virginia
$2.28M -$15.5K -59 -0.7%
SBH
263
Segall Bryant & Hamill
Illinois
$2.27M +$263 +1 +0%
AIG
264
American International Group
New York
$2.26M -$7.6M -28,900 -77%
WPW
265
Waldron Private Wealth
Pennsylvania
$2.25M -$82K -312 -4%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$2.22M
BFA
267
Beaumont Financial Advisors
Massachusetts
$2.22M +$871K +3,312 +65%
CPA
268
Court Place Advisors
Maryland
$2.21M -$6.57K -25 -0.3%
GEA
269
Glen Eagle Advisors
New Jersey
$2.19M -$80.2K -305 -4%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$2.18M +$2.04M +7,767 +1,438%
BA
271
Bristlecone Advisors
Washington
$2.18M -$195K -741 -8%
IWA
272
Intercontinental Wealth Advisors
Texas
$2.17M +$736K +2,800 +51%
RMDI
273
R.M. Davis Inc
Maine
$2.17M +$85.4K +325 +4%
WAS
274
Wealth Advisory Solutions
Indiana
$2.13M +$120K +456 +6%
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$2.11M -$1.66M -6,323 -44%