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SPDR S&P MidCap 400 ETF Trust

848 hedge funds and large institutions have $8.4B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 193 increasing their positions, 368 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
17.16%
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.19%
New
64
Increased
193
Reduced
368
Closed
50
Calls
$190M
Puts
$283M
Net Calls
-$92.1M
Net Calls Change
-$76.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HFRG
251
Houlihan Financial Resource Group
Virginia
$3M +$3M +7,805 New
MMHP
252
Murphy Middleton Hinkle & Parker
Georgia
$2.97M -$125K -368 -4%
CPA
253
Court Place Advisors
Maryland
$2.91M -$14.2K -42 -0.5%
BFG
254
Baron Financial Group
New Jersey
$2.89M +$2.89M +8,531 New
SC
255
Steph & Co
Wisconsin
$2.89M -$312K -922 -10%
BPA
256
Beacon Pointe Advisors
California
$2.87M -$138K -405 -5%
CA
257
Calton & Associates
Florida
$2.79M -$1.05M -3,098 -27%
FFS
258
Founders Financial Securities
Maryland
$2.75M +$1.3M +3,849 +90%
RMDI
259
R.M. Davis Inc
Maine
$2.74M -$61.3K -181 -2%
HI
260
Horizon Investments
North Carolina
$2.74M +$1.37M +4,041 +100%
Chevy Chase Trust
261
Chevy Chase Trust
Maryland
$2.73M -$31.2K -92 -1%
WPW
262
Waldron Private Wealth
Pennsylvania
$2.73M
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$2.73M +$2.73M +8,043 New
KWM
264
Kingsview Wealth Management
Oregon
$2.71M +$1.24M +3,656 +84%
PWP
265
Personal Wealth Partners
Minnesota
$2.66M -$233K -689 -8%
IWA
266
Intercontinental Wealth Advisors
Texas
$2.65M -$47.4K -140 -2%
SBH
267
Segall Bryant & Hamill
Illinois
$2.65M +$121K +356 +5%
GSC
268
G&S Capital
Colorado
$2.62M +$2.62M +7,745 New
CA
269
Cetera Advisors
Colorado
$2.61M +$876K +2,586 +50%
OC
270
Oppenheimer & Co
New York
$2.6M -$336K -993 -11%
MPPLM
271
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.59M +$140K +484 +6%
LNWWM
272
Laird Norton Wetherby Wealth Management
California
$2.56M +$271K +800 +12%
GAM
273
Gould Asset Management
California
$2.55M +$67.8K +200 +3%
CHJWM
274
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.49M -$67.6K -176 -3%
BRG
275
Bay Rivers Group
Virginia
$2.44M +$19.3K +57 +0.8%