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SPDR S&P MidCap 400 ETF Trust

694 hedge funds and large institutions have $10.9B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
103
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.5%
% of All Funds
2.57%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Jacobs Levy Equity Management
326
Jacobs Levy Equity Management
New Jersey
$1.59M -$37.4M -119,800 -96%
SAM
327
Silvercrest Asset Management
New York
$1.58M -$57.8K -185 -4%
SFS
328
Sowell Financial Services
Arkansas
$1.58M +$42.2K +134 +3%
BAAM
329
Baker Avenue Asset Management
California
$1.57M -$59.4K -190 -4%
MBT
330
Montecito Bank & Trust
California
$1.56M -$82.5K -264 -5%
CA
331
Cambridge Advisors
Nebraska
$1.56M -$91.2K -292 -6%
AF
332
Aldebaran Financial
$1.54M +$4.69K +15 +0.3%
CCFCSB
333
Cape Cod Five Cents Savings Bank
Massachusetts
$1.53M -$17.2K -55 -1%
DIA
334
Dana Investment Advisors
Wisconsin
$1.51M +$20.9K +67 +1%
1IA
335
1834 Investment Advisors
Wisconsin
$1.49M -$39K -125 -3%
CHJWM
336
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.48M +$253K +810 +21%
WCM
337
Wunderlich Capital Managemnt
Tennessee
$1.45M +$42.5K +136 +3%
AFP
338
Ausdal Financial Partners
Iowa
$1.44M +$372K +1,191 +35%
LPIC
339
LeJeune Puetz Investment Counsel
Michigan
$1.41M -$312K -999 -18%
ICOA
340
Investment Centers of America
North Dakota
$1.39M +$311K +996 +29%
PAS
341
Partnervest Advisory Services
California
$1.37M +$19.1K +61 +1%
BWM
342
BigSur Wealth Management
Florida
$1.35M
CAS
343
Cue Advisory Services
Arizona
$1.35M +$250K +800 +23%
NEPWA
344
New England Private Wealth Advisors
Massachusetts
$1.31M
JFGIW
345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.3M +$76.3K +244 +6%
ST
346
Spinnaker Trust
Maine
$1.3M -$5.31K -17 -0.4%
LWM
347
Lyell Wealth Management
California
$1.29M +$121K +385 +10%
BUB
348
BBVA USA Bancshares
Texas
$1.29M -$51.9K -166 -4%
BFM
349
Boston Financial Management
Massachusetts
$1.24M -$15.6K -50 -1%
SI
350
Stephens Inc
Arkansas
$1.22M -$454K -1,452 -27%