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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
PMFA
276
Plante Moran Financial Advisors
Michigan
$3.04M
BAM
277
Belpointe Asset Management
Nevada
$3.04M -$191K -544 -6%
CHJWM
278
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.95M +$8.76K +25 +0.3%
NGA
279
Naples Global Advisors
Florida
$2.94M +$1.75K +5 +0.1%
IWA
280
Intercontinental Wealth Advisors
Texas
$2.94M -$90.7K -259 -3%
BTS
281
BB&T Securities
Virginia
$2.92M -$63.4K -181 -2%
BAC
282
Boys Arnold & Co
North Carolina
$2.91M +$78.8K +225 +3%
CPA
283
Court Place Advisors
Maryland
$2.87M +$151K +431 +6%
NIM
284
Nicollet Investment Management
Minnesota
$2.8M -$6.66K -19 -0.2%
WAG
285
Winthrop Advisory Group
Massachusetts
$2.74M +$17.9K +51 +0.7%
WA
286
WBH Advisory
Maryland
$2.72M +$61.7K +176 +2%
HVIA
287
Hudson Valley Investment Advisors
New York
$2.71M -$47.3K -135 -2%
PAM
288
Private Asset Management
California
$2.7M -$77.8K -222 -3%
JFG
289
JMG Financial Group
Illinois
$2.65M
PAM
290
Pegasus Asset Management
New York
$2.55M -$24.2K -69 -0.9%
LNWWM
291
Laird Norton Wetherby Wealth Management
California
$2.54M -$287K -820 -10%
MIH
292
Madison Investment Holdings
Wisconsin
$2.52M +$1.8M +5,127 +254%
PI
293
Putnam Investments
Massachusetts
$2.51M -$3.4M -9,699 -58%
TRSOTSOK
294
Teachers Retirement System of the State of Kentucky
Kentucky
$2.5M
EIA
295
Eldridge Investment Advisors
New Hampshire
$2.5M -$209K -596 -8%
Cetera Investment Advisers
296
Cetera Investment Advisers
Illinois
$2.5M +$441K +1,258 +21%
OIA
297
OneDigital Investment Advisors
Kansas
$2.5M +$653K +1,864 +36%
FTS
298
Fifth Third Securities
Ohio
$2.4M -$101K -288 -4%
GAM
299
Gould Asset Management
California
$2.34M -$179K -510 -7%
B
300
Bailard
California
$2.31M -$7.01K -20 -0.3%