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SPDR S&P MidCap 400 ETF Trust

930 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
+84
Holders Change %
+9.93%
% of All Funds
18.36%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.74%
New
133
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
326
NWAM LLC
Washington
$2.23M +$122K +324 +6%
KLI
327
Kelman-Lazarov Inc
Tennessee
$2.23M -$3.75K -10 -0.2%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$2.22M
PCM
329
Prelude Capital Management
New York
$2.2M +$1.97M +5,240 +829%
AMG
330
Asset Management Group
Connecticut
$2.19M +$7.88K +21 +0.4%
PIM
331
Penobscot Investment Management
Massachusetts
$2.18M
BFM
332
Boston Financial Management
Massachusetts
$2.16M +$190K +505 +10%
Fiera Capital (Canada)
333
Fiera Capital (Canada)
Quebec, Canada
$2.16M +$502K +1,338 +30%
GHAM
334
Gilman Hill Asset Management
Connecticut
$2.16M -$142K -377 -6%
ST
335
Spinnaker Trust
Maine
$2.16M -$15K -40 -0.7%
H
336
HoyleCohen
California
$2.15M -$38.7K -103 -2%
SWP
337
Summit Wealth Partners
Florida
$2.13M +$2.13M +5,675 New
AF
338
Allworth Financial
California
$2.12M -$3.75K -10 -0.2%
IA
339
IFP Advisors
Florida
$2.11M -$22.2K -59 -1%
FANJ
340
Financial Architects (New Jersey)
New Jersey
$2.11M +$4.51K +12 +0.2%
SIC
341
Shoker Investment Counsel
Ohio
$2.1M +$84.4K +225 +4%
ATC
342
Argent Trust Co
Tennessee
$2.09M +$390K +1,040 +23%
EW
343
Element Wealth
Mississippi
$2.09M +$2.09M +5,562 New
IWA
344
Intercontinental Wealth Advisors
Texas
$2.07M -$1.09M -2,865 -34%
BSA
345
Braun Stacey Associates
New York
$2.07M +$61.9K +165 +3%
PFT
346
Providence First Trust
Arizona
$2.05M +$1.13K +3 +0.1%
AIP
347
ARS Investment Partners
New York
$2.04M -$131K -349 -6%
GRP
348
Global Retirement Partners
California
$2.03M +$268K +714 +15%
HTC
349
Haverford Trust Company
Pennsylvania
$2.03M -$238K -635 -11%
AAS
350
Avantax Advisory Services
Texas
$2.02M +$800K +2,132 +66%