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SPDR S&P MidCap 400 ETF Trust

613 hedge funds and large institutions have $9.48B invested in SPDR S&P MidCap 400 ETF Trust in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 189 increasing their positions, 228 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+14
Holders Change %
+2.34%
% of All Funds
16.38%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
2.35%
New
53
Increased
189
Reduced
228
Closed
30
Calls
$969M
Puts
$534M
Net Calls
+$434M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
351
WFG Advisors
Texas
$782K +$7.34K +26 +0.9%
AA
352
Alesco Advisors
New York
$780K
TAM
353
Tocqueville Asset Management
New York
$778K +$62.6K +222 +9%
WPP
354
Whalerock Point Partners
Rhode Island
$764K +$764K +4,235 New
KC
355
Kingfisher Capital
North Carolina
$755K -$27.1K -96 -3%
CSIC
356
Clifford Swan Investment Counsel
California
$754K +$11.3K +40 +2%
MC
357
Middleton & Co
Massachusetts
$750K
BB
358
Busey Bank
Illinois
$741K +$367K +1,300 +98%
HSA
359
HBK Sorce Advisory
Pennsylvania
$738K -$26.5K -94 -3%
MC
360
Martin & Co
Tennessee
$734K
PFM
361
Parsec Financial Management
North Carolina
$721K +$721K +2,554 New
ICOA
362
Investment Centers of America
North Dakota
$717K -$68.5K -243 -9%
Lido Advisors
363
Lido Advisors
California
$714K
OSNBOA
364
Old Second National Bank of Aurora
Illinois
$711K +$29.1K +103 +4%
ICM
365
Ionic Capital Management
New York
$708K +$708K +2,509 New
SWM
366
SVA Wealth Management
Wisconsin
$696K
NB
367
Nicolet Bankshares
Wisconsin
$695K -$75.9K -269 -10%
SIC
368
Sigma Investment Counselors
Michigan
$693K
AW
369
ACG Wealth
Georgia
$690K +$206K +731 +43%
CL
370
Choreo LLC
Illinois
$687K +$687K +2,424 New
PCM
371
Parsons Capital Management
Rhode Island
$681K +$282 +1 +0%
GC
372
Grimes & Company
Massachusetts
$649K
WP
373
WealthPLAN Partners
Nebraska
$643K -$406K -1,455 -39%
LPT
374
Legacy Private Trust
Wisconsin
$641K -$3.11K -11 -0.5%
MAA
375
Matrix Asset Advisors
New York
$621K -$1.69K -6 -0.3%