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SPDR S&P MidCap 400 ETF Trust

930 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
+84
Holders Change %
+9.93%
% of All Funds
18.36%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.74%
New
133
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
501
Wealthspire Advisors (New York)
New York
$788K +$57.8K +154 +8%
HKAM
502
Horizon Kinetics Asset Management
New York
$786K -$161K -430 -17%
VWA
503
V Wealth Advisors
Kansas
$785K
MWPCG
504
Measured Wealth Private Client Group
New Hampshire
$783K +$783K +2,086 New
GC
505
Grimes & Company
Massachusetts
$780K +$71.3K +190 +10%
Select Equity Group
506
Select Equity Group
New York
$778K +$778K +2,072 New
MWM
507
Minot Wealth Management
Massachusetts
$775K +$775K +2,045 New
TH
508
TCTC Holdings
Texas
$765K
RWB
509
RMR Wealth Builders
New Jersey
$765K +$765K +2,037 New
PWM
510
Perigon Wealth Management
California
$748K +$487K +1,303 +187%
TVAMP
511
Tennessee Valley Asset Management Partners
Tennessee
$743K +$18.8K +50 +3%
QPWM
512
Quadrant Private Wealth Management
Pennsylvania
$737K -$10.5K -28 -1%
NCM
513
Neumann Capital Management
California
$725K -$22.5K -60 -3%
WS
514
Wedbush Securities
California
$723K -$376 -1 -0.1%
PCA
515
Personal Capital Advisors
California
$720K +$134K +356 +23%
DADC
516
D.A. Davidson & Co
Montana
$715K +$71.7K +191 +11%
CWM
517
Cornerstone Wealth Management
Missouri
$710K -$145K -386 -17%
RIG
518
Roosevelt Investment Group
New York
$704K
NP
519
NorthRock Partners
Minnesota
$688K +$30.8K +82 +5%
FA
520
Fagan Associates
New York
$684K -$13.1K -35 -2%
CWM
521
Chesapeake Wealth Management
Virginia
$681K -$9.02K -24 -1%
BJL
522
Brighton Jones LLC
Washington
$677K +$1.13K +3 +0.2%
CBN
523
Cadence Bank NA
Texas
$676K -$1.13K -3 -0.2%
Jennison Associates
524
Jennison Associates
New York
$676K +$676K +1,802 New
SCM
525
SOL Capital Management
Maryland
$674K +$54.4K +145 +9%