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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
IA
326
IFP Advisors
Florida
$1.97M +$1.98M +5,657 New
SAM
327
Silvercrest Asset Management
New York
$1.97M -$14.7K -42 -0.7%
PFT
328
Providence First Trust
Arizona
$1.93M -$18.9K -54 -1%
WCM
329
WealthBridge Capital Management
Ohio
$1.89M -$8.76K -25 -0.5%
SIC
330
Shoker Investment Counsel
Ohio
$1.89M +$4.91K +14 +0.3%
CCFCSB
331
Cape Cod Five Cents Savings Bank
Massachusetts
$1.89M -$3.5K -10 -0.2%
FPS
332
Fieldpoint Private Securities
Connecticut
$1.88M +$34K +97 +2%
BSA
333
Braun Stacey Associates
New York
$1.88M -$23.8K -68 -1%
TA
334
Tiedemann Advisors
New York
$1.87M
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.86M +$17.5K +50 +1%
BFM
336
Boston Financial Management
Massachusetts
$1.85M -$2.45K -7 -0.1%
BWM
337
BigSur Wealth Management
Florida
$1.84M -$87.6K -250 -5%
CRIG
338
Charter Research & Investment Group
Connecticut
$1.81M +$42.4K +121 +2%
HF
339
HRT Financial
New York
$1.79M +$1.78M +5,070 New
FMTC
340
Farmers & Merchants Trust Company
California
$1.77M
KPCM
341
Kings Point Capital Management
New York
$1.77M +$75.7K +216 +4%
JT
342
Jump Trading
Illinois
$1.75M -$17.8M -50,937 -91%
LWA
343
Lowe Wealth Advisors
Maryland
$1.74M -$17.5K -50 -1%
AIA
344
Avalon Investment & Advisory
Texas
$1.73M +$57.5K +164 +3%
CGA
345
Crescent Grove Advisors
Illinois
$1.73M
SPC
346
Sigma Planning Corp
Michigan
$1.71M +$24.2K +69 +1%
HSA
347
HBK Sorce Advisory
Pennsylvania
$1.71M -$15.1K -43 -0.9%
FFN
348
Focus Financial Network
Minnesota
$1.69M -$24.5K -70 -1%
CAGAS
349
Capital Advisory Group Advisory Services
Minnesota
$1.69M -$131K -373 -7%
Franklin Resources
350
Franklin Resources
California
$1.68M -$119K -341 -7%