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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
ASN
476
Advisory Services Network
Georgia
$716K
VC
477
Vicus Capital
Pennsylvania
$706K -$140K -400 -17%
GSWM
478
Golden State Wealth Management
California
$706K -$101K -287 -13%
EW
479
Evoke Wealth
California
$706K +$699K +1,995 New
QPWM
480
Quadrant Private Wealth Management
Pennsylvania
$702K
NCM
481
Neumann Capital Management
California
$701K -$19.3K -55 -3%
OPCM
482
Osborne Partners Capital Management
California
$699K +$126K +360 +22%
BSW
483
Buckingham Strategic Wealth
Missouri
$689K -$17.5K -50 -2%
WANY
484
Wealthspire Advisors (New York)
New York
$685K +$105K +300 +18%
TVAMP
485
Tennessee Valley Asset Management Partners
Tennessee
$680K -$701 -2 -0.1%
WS
486
Wedbush Securities
California
$679K -$12.6K -36 -2%
Bank of Nova Scotia
487
Bank of Nova Scotia
Ontario, Canada
$670K +$42.4K +121 +7%
GC
488
Grimes & Company
Massachusetts
$665K
RIG
489
Roosevelt Investment Group
New York
$661K
FA
490
Fagan Associates
New York
$654K +$350 +1 +0.1%
PWM
491
Paulson Wealth Management
Illinois
$653K -$5.61K -16 -0.9%
RWP
492
RWA Wealth Partners
Massachusetts
$652K +$382K +1,091 +144%
MIG
493
McGuire Investment Group
Rhode Island
$648K -$8.06K -23 -1%
CWM
494
Chesapeake Wealth Management
Virginia
$647K
ACI
495
Alpha Cubed Investments
California
$639K -$40.6K -116 -6%
HFP
496
Holistic Financial Partners
Indiana
$636K -$44.1K -126 -7%
CBN
497
Cadence Bank NA
Texas
$636K -$20K -57 -3%
BJL
498
Brighton Jones LLC
Washington
$635K +$701 +2 +0.1%
CWM
499
CCG Wealth Management
California
$632K
JIC
500
Joel Isaacson & Co
New York
$630K