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State Street SPDR S&P MIDCAP 400 ETF Trust

847 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 255 increasing their positions, 321 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $406M | Put options by funds: $266M

0.87% less ownership

Funds ownership: 56.22%55.36% (-0.87%)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

5% less capital invested

Capital invested by funds: $11B → $10.5B (-$502M)

1% less funds holding

Funds holding: 856847 (-9)

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

21% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 321

Holders
847
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
18.57%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.8%
New
40
Increased
255
Reduced
321
Closed
41
Calls
$406M
Puts
$266M
Net Calls
+$140M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
426
HM Payson & Co
Maine
$993K -$80.6K -230 -8%
SWA
427
Stratos Wealth Advisors
Ohio
$979K
HR
428
Hardy Reed
Mississippi
$978K
UBS AM
429
UBS AM
Illinois
$976K -$25.2K -72 -3%
CG
430
Colony Group
Massachusetts
$964K -$5.26K -15 -0.5%
FT
431
Fiduciary Trust
Massachusetts
$964K +$111K +316 +13%
PT
432
Plimoth Trust
Massachusetts
$934K -$107K -305 -10%
GIA
433
Granite Investment Advisors
New Hampshire
$922K -$96.4K -275 -10%
VA
434
Valmark Advisers
Ohio
$917K +$4.55K +13 +0.5%
SWPG
435
Strategic Wealth Partners Group
Illinois
$914K +$909K +2,593 New
Axa
436
Axa
France
$911K +$204K +581 +29%
SRC
437
Shufro Rose & Co
New York
$909K -$5.61K -16 -0.6%
CA
438
Cetera Advisors
Colorado
$905K +$49.8K +142 +6%
LWA
439
Lenox Wealth Advisors
New York
$898K +$701 +2 +0.1%
AWA
440
Acorn Wealth Advisors
Michigan
$893K +$3.5K +10 +0.4%
HKAM
441
Horizon Kinetics Asset Management
New York
$889K -$777K -2,219 -47%
SIC
442
Sigma Investment Counselors
Michigan
$881K
CSIC
443
Clifford Swan Investment Counsel
California
$873K -$3.85K -11 -0.4%
GJIC
444
Gamble Jones Investment Counsel
California
$868K
GAG
445
GM Advisory Group
New York
$859K +$701 +2 +0.1%
AA
446
Alesco Advisors
New York
$855K
BBA
447
BLB&B Advisors
Pennsylvania
$854K
GA
448
GFS Advisors
Texas
$852K -$371K -1,060 -30%
EB
449
Eastern Bank
Massachusetts
$843K -$4.91K -14 -0.6%
MAU
450
MRA Associates USA
Arizona
$839K