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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
GRP
351
Global Retirement Partners
California
$1.65M +$77.8K +222 +5%
TIA
352
Tiemann Investment Advisors
California
$1.65M
MCWS
353
McKinley Carter Wealth Services
West Virginia
$1.65M
HFA
354
High Falls Advisors
New York
$1.64M +$350 +1 +0%
BPWA
355
Beacon Pointe Wealth Advisors
California
$1.64M +$214K +612 +15%
MA
356
MONECO Advisors
Connecticut
$1.63M -$3.5K -10 -0.2%
KTA
357
Keeley-Teton Advisors
Illinois
$1.63M +$894K +2,551 +123%
WPP
358
Whalerock Point Partners
Rhode Island
$1.63M
BFA
359
Beaumont Financial Advisors
Massachusetts
$1.63M +$25.9K +74 +2%
GW
360
GW & Wade
Massachusetts
$1.62M +$3.85K +11 +0.2%
NA
361
NewEdge Advisors
Louisiana
$1.62M +$984K +2,808 +157%
SIC
362
Salem Investment Counselors
North Carolina
$1.61M
TFGT
363
TS Financial Group (TSFG)
Illinois
$1.6M -$37.5K -107 -2%
LPIC
364
LeJeune Puetz Investment Counsel
Michigan
$1.6M -$34.7K -99 -2%
ATC
365
Argent Trust Co
Tennessee
$1.59M +$98.1K +280 +7%
RT
366
Rockland Trust
Massachusetts
$1.59M -$31.5K -90 -2%
EPA
367
Element Pointe Advisors
Florida
$1.59M
CA
368
Cambridge Advisors
Nebraska
$1.58M
CFB
369
Cullen/Frost Bankers
Texas
$1.56M -$24.5K -70 -2%
1IA
370
1834 Investment Advisors
Wisconsin
$1.56M -$3.5K -10 -0.2%
Fiera Capital (Canada)
371
Fiera Capital (Canada)
Quebec, Canada
$1.56M
APC
372
Aspire Private Capital
North Carolina
$1.56M -$1.51M -4,316 -49%
Jacobs Levy Equity Management
373
Jacobs Levy Equity Management
New Jersey
$1.54M -$245K -700 -14%
GWM
374
Geneos Wealth Management
Colorado
$1.52M +$240K +685 +19%
AW
375
ACG Wealth
Georgia
$1.51M +$99.5K +284 +7%