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SPDR S&P MidCap 400 ETF Trust

810 hedge funds and large institutions have $11.6B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 209 increasing their positions, 279 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+114
Holders Change %
+16.38%
% of All Funds
18.4%
Holding in Top 10
107
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.3%
% of All Funds
2.43%
New
146
Increased
209
Reduced
279
Closed
24
Calls
$709M
Puts
$676M
Net Calls
+$33.2M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
426
Paloma Partners
Connecticut
$906K -$683K -1,977 -43%
OFG
427
Oxford Financial Group
Indiana
$894K
SIC
428
Sigma Investment Counselors
Michigan
$893K +$83.3K +241 +10%
AW
429
ACG Wealth
Georgia
$890K -$1.04K -3 -0.1%
PP
430
Pegasus Partners
Wisconsin
$880K -$8.98K -26 -1%
TA
431
Tiedemann Advisors
New York
$872K -$46.4K -134 -5%
AA
432
Alesco Advisors
New York
$869K -$38K -110 -4%
Lido Advisors
433
Lido Advisors
California
$857K
HFP
434
Holistic Financial Partners
Indiana
$857K +$857K +2,481 New
AWA
435
Acorn Wealth Advisors
Michigan
$841K +$841K +2,393 New
EB
436
Eastern Bank
Massachusetts
$836K
GA
437
GFS Advisors
Texas
$836K +$335K +969 +67%
SWM
438
SVA Wealth Management
Wisconsin
$827K -$5.18K -15 -0.6%
LSAG
439
Lake Street Advisors Group
New Hampshire
$825K +$825K +2,388 New
HB
440
Homrich & Berg
Georgia
$820K +$558K +1,615 +213%
PCM
441
Parsons Capital Management
Rhode Island
$810K +$1.04K +3 +0.1%
OSNBOA
442
Old Second National Bank of Aurora
Illinois
$809K -$41.1K -119 -5%
DADC
443
D.A. Davidson & Co
Montana
$805K +$35.2K +102 +5%
MCM
444
Manchester Capital Management
Vermont
$802K -$749K
Neuberger Berman Group
445
Neuberger Berman Group
New York
$789K +$789K +2,285 New
MAA
446
Matrix Asset Advisors
New York
$781K -$19.7K -57 -2%
OWM
447
Orgel Wealth Management
Wisconsin
$779K +$128K +370 +20%
EDRH
448
Edmond de Rothschild Holding
Switzerland
$778K -$586K -1,695 -43%
NCM
449
Neumann Capital Management
California
$774K
BEC
450
Blue Edge Capital
Virginia
$752K +$1.73K +5 +0.2%