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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
WCM
376
Wunderlich Capital Managemnt
Tennessee
$1.5M +$701 +2 +0%
NEPWA
377
New England Private Wealth Advisors
Massachusetts
$1.48M
BL
378
BFSG LLC
California
$1.48M -$74.6K -213 -5%
AF
379
Aldebaran Financial
$1.47M +$59.6K +170 +4%
BBNA
380
Bremer Bank National Association
Minnesota
$1.43M -$7.01K -20 -0.5%
MAFM
381
Mid Atlantic Financial Management
Pennsylvania
$1.41M -$313K -894 -18%
RFN
382
RDA Financial Network
Iowa
$1.39M +$38.2K +109 +3%
CFC
383
Coyle Financial Counsel
Illinois
$1.39M -$95.3K -272 -6%
FTI
384
Fiduciary Trust International
Massachusetts
$1.37M +$252K +718 +23%
PFA
385
Pettinga Financial Advisors
Indiana
$1.34M -$109K -312 -8%
MBT
386
Montecito Bank & Trust
California
$1.33M
MLL
387
Moody Lynn & Lieberson
Massachusetts
$1.32M +$305K +871 +30%
DY
388
Dowling & Yahnke
California
$1.32M -$8.76K -25 -0.7%
PA
389
PFG Advisors
Arizona
$1.31M -$187K -534 -12%
OIA
390
Optimum Investment Advisors
Illinois
$1.31M -$191K -544 -13%
UR
391
USCA RIA
Texas
$1.3M -$2.51M -7,154 -66%
RFC
392
Regions Financial Corp
Alabama
$1.29M +$369K +1,054 +40%
NSIM
393
North Star Investment Management
Illinois
$1.27M -$61.7K -176 -5%
BRWM
394
B. Riley Wealth Management
Tennessee
$1.27M +$1.26M +3,600 New
TI
395
Truepoint Inc
Ohio
$1.27M
MC
396
Mathes Company
New York
$1.25M
LWM
397
Lyell Wealth Management
California
$1.25M -$7.71K -22 -0.6%
DWT
398
Dorsey & Whitney Trust
South Dakota
$1.25M
LIM
399
Leavell Investment Management
Alabama
$1.22M +$1.75K +5 +0.1%
HCMT
400
Highland Capital Management (Tennessee)
Tennessee
$1.22M