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SPDR S&P MidCap 400 ETF Trust

694 hedge funds and large institutions have $10.9B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
103
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.5%
% of All Funds
2.57%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
501
FAS Wealth Partners
Kansas
$388K -$936 -3 -0.2%
RPGK
502
Retirement Planning Group (Kansas)
Kansas
$386K -$4.06K -13 -1%
PV
503
Private Vista
Illinois
$384K -$15.1K -48 -4%
MMPW
504
Mitchell McLeod Pugh & Williams
Alabama
$383K
MC
505
Moors & Cabot
Massachusetts
$381K -$15K -48 -4%
BW
506
Bison Wealth
Georgia
$381K
NSAM
507
North Star Asset Management
Wisconsin
$379K
GJIC
508
Gamble Jones Investment Counsel
California
$378K
WA1
509
Wimmer Associates 1
California
$367K -$70.3K -225 -16%
AIM
510
Arcadia Investment Management
Michigan
$366K
FNT
511
First National Trust
Pennsylvania
$364K +$36.9K +118 +11%
OC
512
Oarsman Capital
Wisconsin
$363K +$363K +1,161 New
WPC
513
Waters Parkerson & Co
Louisiana
$356K -$62.5K -200 -15%
WAM
514
Wealthspire Advisors (Maryland)
Maryland
$353K -$8.12K -26 -2%
ASN
515
Advisory Services Network
Georgia
$351K +$351K +1,123 New
FI
516
FormulaFolio Investments
Michigan
$350K +$134K +429 +62%
SNT
517
Security National Trust
West Virginia
$350K +$172K +550 +96%
BTNA
518
Bremer Trust National Association
Minnesota
$348K
BTIS
519
BB&T Investment Services
North Carolina
$348K +$348K +1,105 New
WAS
520
Winch Advisory Services
Wisconsin
$344K -$4.06K -13 -1%
HCM
521
Hilton Capital Management
New York
$344K
HCMNY
522
Howard Capital Management (New York)
New York
$342K
JRP
523
Jasper Ridge Partners
California
$342K
RMCM
524
Reynders McVeigh Capital Management
Massachusetts
$340K +$57.8K +185 +20%
LNB
525
Ledyard National Bank
$338K