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SPDR S&P MidCap 400 ETF Trust

856 hedge funds and large institutions have $10.9B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.56%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
426
Premier Asset Management
Illinois
$1.04M +$1.02M +47,032 +5,096%
PT
427
Plimoth Trust
Massachusetts
$1.03M +$1.03M +2,971 New
Lido Advisors
428
Lido Advisors
California
$1.02M +$176K +509 +21%
CG
429
Colony Group
Massachusetts
$995K -$14.4M -41,617 -94%
VC
430
Vicus Capital
Pennsylvania
$995K -$532K -1,541 -35%
UBS AM
431
UBS AM
Illinois
$994K -$14.5K -42 -1%
AWA
432
Acorn Wealth Advisors
Michigan
$981K -$14.7K -41 -1%
PCM
433
Prelude Capital Management
New York
$977K +$977K +2,830 New
RFC
434
Regions Financial Corp
Alabama
$974K -$6.56K -19 -0.7%
RWA
435
River Wealth Advisors
Pennsylvania
$972K -$5.87K -17 -0.6%
SWA
436
Stratos Wealth Advisors
Ohio
$959K -$12.8K -37 -1%
HR
437
Hardy Reed
Mississippi
$958K
FGAM
438
Financial Gravity Asset Management
Texas
$904K +$904K +2,584 New
SRC
439
Shufro Rose & Co
New York
$900K -$20.7K -60 -2%
GSWM
440
Golden State Wealth Management
California
$899K +$899K +2,604 New
VA
441
Valmark Advisers
Ohio
$896K +$12.8K +37 +1%
LWA
442
Lenox Wealth Advisors
New York
$895K +$46.3K +134 +5%
OFG
443
Oxford Financial Group
Indiana
$894K
OSNBOA
444
Old Second National Bank of Aurora
Illinois
$876K -$348K -1,007 -28%
CA
445
Cetera Advisors
Colorado
$868K -$176K -509 -17%
MAU
446
MRA Associates USA
Arizona
$865K
SIC
447
Sigma Investment Counselors
Michigan
$863K
LSA
448
L & S Advisors
California
$856K +$63.9K +185 +8%
ASN
449
Advisory Services Network
Georgia
$849K +$270K +783 +47%
GAG
450
GM Advisory Group
New York
$840K +$345 +1 +0%