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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
BFWA
301
Benchmark Financial Wealth Advisors
Florida
$2.31M -$84.1K -240 -4%
AFP
302
Ausdal Financial Partners
Iowa
$2.3M -$43.8K -125 -2%
CC
303
Courier Capital
New York
$2.29M +$5.96K +17 +0.3%
AI
304
Atria Investments
North Carolina
$2.22M -$68K -194 -3%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$2.22M
WPA
306
West Paces Advisors
Georgia
$2.22M
CT
307
Coastline Trust
Rhode Island
$2.2M +$8.76K +25 +0.4%
OMC
308
Overbrook Management Corp
New York
$2.2M
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$2.2M +$720K +2,055 +49%
GHAM
310
Gilman Hill Asset Management
Connecticut
$2.16M -$53.6K -153 -2%
RMDI
311
R.M. Davis Inc
Maine
$2.14M -$97.8K -279 -4%
HTC
312
Haverford Trust Company
Pennsylvania
$2.13M -$437K -1,248 -17%
KeyBank National Association
313
KeyBank National Association
Ohio
$2.1M +$6.31K +18 +0.3%
KLI
314
Kelman-Lazarov Inc
Tennessee
$2.09M
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$2.08M +$854K +2,436 +70%
HB
316
Homrich & Berg
Georgia
$2.06M +$178K +507 +10%
H
317
HoyleCohen
California
$2.05M -$10.9K -31 -0.5%
PIM
318
Penobscot Investment Management
Massachusetts
$2.05M
AMG
319
Asset Management Group
Connecticut
$2.04M +$7.01K +20 +0.3%
ST
320
Spinnaker Trust
Maine
$2.04M -$1.75K -5 -0.1%
AIP
321
ARS Investment Partners
New York
$2.03M -$23.1K -66 -1%
AF
322
Allworth Financial
California
$2M +$30.5K +87 +2%
NL
323
NWAM LLC
Washington
$1.98M -$701 -2 -0%
LSA
324
L & S Advisors
California
$1.98M +$1.1M +3,137 +126%
FANJ
325
Financial Architects (New Jersey)
New Jersey
$1.97M -$10.6M -30,250 -84%