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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 %
MA
401
MONECO Advisors
Connecticut
$1.51M -$257K -673 -15%
AMCA
402
Arthur M. Cohen & Associates
Illinois
$1.48M -$287K -765 -16%
MFG
403
Merit Financial Group
Georgia
$1.47M +$1.47M +3,927 New
HWM
404
Hohimer Wealth Management
Washington
$1.46M +$1.46M +3,897 New
FTI
405
Fiduciary Trust International
Massachusetts
$1.46M
CFC
406
Coyle Financial Counsel
Illinois
$1.45M -$22.9K -61 -2%
BL
407
BFSG LLC
California
$1.45M -$126K -335 -8%
TCBWMS
408
Texas Capital Bank Wealth Management Services
Texas
$1.44M +$1.44M +3,824 New
NSIM
409
North Star Investment Management
Illinois
$1.43M +$75.1K +200 +6%
GWM
410
Geneos Wealth Management
Colorado
$1.42M -$212K -565 -13%
CIBC World Market
411
CIBC World Market
Ontario, Canada
$1.42M +$188K +502 +15%
PFA
412
Pettinga Financial Advisors
Indiana
$1.42M -$1.88K -5 -0.1%
MBT
413
Montecito Bank & Trust
California
$1.42M
UR
414
USCA RIA
Texas
$1.41M +$24.4K +65 +2%
EWM
415
EPG Wealth Management
Georgia
$1.4M +$1.4M +3,730 New
RFN
416
RDA Financial Network
Iowa
$1.4M -$17.9K -48 -1%
IAA
417
Independent Advisor Alliance
North Carolina
$1.39M +$1.39M +3,707 New
DY
418
Dowling & Yahnke
California
$1.38M -$16.9K -45 -1%
MLL
419
Moody Lynn & Lieberson
Massachusetts
$1.37M -$33.8K -90 -2%
MC
420
Mathes Company
New York
$1.33M
DWT
421
Dorsey & Whitney Trust
South Dakota
$1.33M
LWM
422
Lyell Wealth Management
California
$1.32M -$7.54K -20 -0.6%
TI
423
Truepoint Inc
Ohio
$1.31M -$39.1K -104 -3%
MAFM
424
Mid Atlantic Financial Management
Pennsylvania
$1.31M -$193K -514 -13%
OIA
425
Optimum Investment Advisors
Illinois
$1.31M -$84.5K -225 -6%