We are live on ! Find out more
MDY icon

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
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$60.1M -$95.7M -273,259 -62%
AC
27
Aperimus Capital
California
$59.5M +$35K +100 +0.1%
Barclays
28
Barclays
United Kingdom
$53.5M +$25.5M +72,908 +93%
Creative Planning
29
Creative Planning
Kansas
$53.3M +$426K +1,217 +0.8%
FNBT
30
FineMark National Bank & Trust
Florida
$52.9M -$251K -717 -0.5%
JP Morgan Chase
31
JP Morgan Chase
New York
$52.4M -$41.5M -118,414 -44%
GCM
32
Gladius Capital Management
Illinois
$51.8M +$652K +1,861 +1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$51.1M +$940K +2,682 +2%
BMM
34
Berkshire Money Management
Massachusetts
$51.1M +$1.31M +3,733 +3%
AllianceBernstein
35
AllianceBernstein
Tennessee
$49.4M +$873K +2,491 +2%
State Street
36
State Street
Massachusetts
$48.6M -$834K -2,381 -2%
MA
37
Montag & Associates
Georgia
$47.6M -$410K -1,169 -0.9%
HighTower Advisors
38
HighTower Advisors
Illinois
$46M -$9.78M -27,908 -18%
SMG
39
Spectrum Management Group
Indiana
$45.3M -$21.6M -61,638 -32%
Mariner
40
Mariner
Kansas
$44.4M +$4.99M +14,254 +13%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$44M +$765K +2,182 +2%
WF
42
Welch & Forbes
Massachusetts
$43.4M +$21.7K +62 +0.1%
SSB
43
Sandy Spring Bank
Maryland
$42.7M -$192K -547 -0.4%
SB
44
Suntrust Banks
Georgia
$42.4M -$4.1M -11,706 -9%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$41M -$2.88M -8,211 -7%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$38.5M -$111K -316 -0.3%
CS
47
Credit Suisse
Switzerland
$38M +$6.59M +18,808 +21%
CI
48
Conning Inc
Connecticut
$37.8M -$1.71M -4,875 -4%
PGA
49
Portland Global Advisors
Maine
$35.8M +$35.7K +102 +0.1%
EVM
50
Eaton Vance Management
Massachusetts
$35.6M +$2.11M +6,030 +6%