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SPDR S&P MidCap 400 ETF Trust

812 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 297 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
18.64%
Holding in Top 10
114
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.54%
% of All Funds
2.62%
New
64
Increased
246
Reduced
297
Closed
54
Calls
$486M
Puts
$432M
Net Calls
+$54M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
451
ACG Wealth
Georgia
$803K -$77.6K -227 -9%
PCM
452
Parsons Capital Management
Rhode Island
$803K +$1.37K +4 +0.2%
DADC
453
D.A. Davidson & Co
Montana
$803K +$6.83K +20 +0.9%
OSNBOA
454
Old Second National Bank of Aurora
Illinois
$793K -$6.83K -20 -0.9%
MCM
455
Manchester Capital Management
Vermont
$793K -$802K
SWM
456
SVA Wealth Management
Wisconsin
$786K +$4.89K +15 +0.6%
PWS
457
Peloton Wealth Strategists
Indiana
$785K +$102K +299 +15%
MAA
458
Matrix Asset Advisors
New York
$782K +$9.23K +27 +1%
BTNA
459
Bremer Trust National Association
Minnesota
$781K +$407K +1,190 +109%
LWA
460
Lenox Wealth Advisors
New York
$771K +$494K +1,445 +178%
OWM
461
Orgel Wealth Management
Wisconsin
$770K
NCM
462
Neumann Capital Management
California
$766K
GA
463
GFS Advisors
Texas
$765K -$61.5K -180 -7%
HFP
464
Holistic Financial Partners
Indiana
$755K -$93K -272 -11%
BL
465
BFSG LLC
California
$751K -$537K -1,573 -42%
QPWM
466
Quadrant Private Wealth Management
Pennsylvania
$747K +$375K +1,096 +101%
BEC
467
Blue Edge Capital
Virginia
$746K +$1.03K +3 +0.1%
DSC
468
Duncker Streett & Co
Missouri
$734K +$684 +2 +0.1%
SFA
469
Sequoia Financial Advisors
Ohio
$730K -$5.13K -15 -0.7%
GC
470
Grimes & Company
Massachusetts
$722K -$14.7K -43 -2%
HIIFS
471
Harel Insurance Investments & Financial Services
Israel
$715K +$715K +2,110 New
CSIC
472
Clifford Swan Investment Counsel
California
$708K
PNC
473
Park National Corp
Ohio
$697K
PA
474
PFG Advisors
Arizona
$692K +$76.9K +225 +13%
MHS
475
M Holdings Securities
Oregon
$688K +$27.7K +81 +4%