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SPDR S&P MidCap 400 ETF Trust

855 hedge funds and large institutions have $11B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.6%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
426
River Wealth Advisors
Pennsylvania
$1.02M +$18.1K +51 +2%
UBS AM
427
UBS AM
Illinois
$1.01M -$13.1K -37 -1%
SWA
428
Stratos Wealth Advisors
Ohio
$985K
HR
429
Hardy Reed
Mississippi
$984K
CG
430
Colony Group
Massachusetts
$975K -$46.1K -130 -5%
EIP
431
Ellis Investment Partners
Pennsylvania
$962K -$205K -576 -18%
KTM
432
Keeler Thomas Management
Utah
$957K -$115K -323 -11%
RFC
433
Regions Financial Corp
Alabama
$929K -$71.3K -201 -7%
PCG
434
Private Capital Group
Connecticut
$927K +$76.2K +214 +9%
SRC
435
Shufro Rose & Co
New York
$920K -$3.55K -10 -0.4%
VA
436
Valmark Advisers
Ohio
$918K -$1.42K -4 -0.2%
OFG
437
Oxford Financial Group
Indiana
$917K
LWA
438
Lenox Wealth Advisors
New York
$903K -$16.7K -47 -2%
OSNBOA
439
Old Second National Bank of Aurora
Illinois
$899K
SIC
440
Sigma Investment Counselors
Michigan
$886K
LSA
441
L & S Advisors
California
$883K +$4.26K +12 +0.5%
CSIC
442
Clifford Swan Investment Counsel
California
$882K +$150K +424 +21%
CWM
443
Cornerstone Wealth Management
Missouri
$878K -$27.5K -78 -3%
GJIC
444
Gamble Jones Investment Counsel
California
$874K +$33.3K +94 +4%
CA
445
Cetera Advisors
Colorado
$863K -$27K -76 -3%
GAG
446
GM Advisory Group
New York
$863K +$355 +1 +0%
AA
447
Alesco Advisors
New York
$860K
BBA
448
BLB&B Advisors
Pennsylvania
$859K
FT
449
Fiduciary Trust
Massachusetts
$858K +$168K +475 +24%
BHWM
450
Bay Harbor Wealth Management
Maryland
$854K -$543K -1,533 -39%