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SPDR S&P MidCap 400 ETF Trust

848 hedge funds and large institutions have $8.4B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 193 increasing their positions, 368 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
17.16%
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.19%
New
64
Increased
193
Reduced
368
Closed
50
Calls
$190M
Puts
$283M
Net Calls
-$92.1M
Net Calls Change
-$76.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
401
Sawgrass Asset Management
Florida
$1.13M
RFC
402
Regions Financial Corp
Alabama
$1.12M -$21.7K -64 -2%
UBV
403
United Bank (Virginia)
Virginia
$1.12M
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1M +$290K +855 +36%
MIC
405
Meridian Investment Counsel
California
$1.09M +$339 +1 +0%
Lido Advisors
406
Lido Advisors
California
$1.06M
MC
407
Middleton & Co
Massachusetts
$1.05M
AL
408
Aspiriant LLC
California
$1.03M +$53.8K +159 +6%
BCWM
409
Blue Chip Wealth Management
Florida
$1.02M +$1.36K +4 +0.1%
BAAM
410
Baker Avenue Asset Management
California
$1.01M
WB
411
WesBanco Bank
West Virginia
$1.01M +$4.75K +14 +0.5%
FNBOMD
412
First National Bank of Mount Dora
Florida
$1.01M -$74.5K -220 -7%
OFG
413
Oxford Financial Group
Indiana
$985K -$24.4K -72 -2%
MBT
414
Montecito Bank & Trust
California
$984K -$163K -480 -14%
JFGIW
415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$974K -$70.2K -207 -7%
PAS
416
Partnervest Advisory Services
California
$965K -$32.2K -95 -3%
FTS
417
Fifth Third Securities
Ohio
$951K -$29.9K -88 -3%
HR
418
Hardy Reed
Mississippi
$940K
LWM
419
Lyell Wealth Management
California
$939K -$99.2K -292 -10%
SCM
420
SOL Capital Management
Maryland
$939K
LWA
421
Lenox Wealth Advisors
New York
$937K -$50.8K -150 -5%
Bank of Nova Scotia
422
Bank of Nova Scotia
Ontario, Canada
$918K -$286K -846 -24%
MSAM
423
Moloney Securities Asset Management
Missouri
$917K +$6.1K +18 +0.7%
KAH
424
Kathryn A. Hall
$914K +$914K +2,698 New
AF
425
Aldebaran Financial
$895K -$58.9K -174 -6%