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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
BFM
526
Broadview Financial Management
Wisconsin
$551K +$119K +341 +28%
PCA
527
Personal Capital Advisors
California
$550K +$547K +1,562 New
IWC
528
Integrated Wealth Concepts
Massachusetts
$546K -$47.3K -135 -8%
FAIM
529
Financial Advocates Investment Management
Washington
$542K -$51.9K -148 -9%
SEI Investments
530
SEI Investments
Pennsylvania
$542K +$7.71K +22 +1%
BWP
531
Baldwin Wealth Partners
Massachusetts
$539K
CCMG
532
Clark Capital Management Group
Pennsylvania
$538K
WI
533
Wintrust Investments
Illinois
$537K -$20.3K -58 -4%
BOH
534
Bank of Hawaii
Hawaii
$535K
PNC
535
Park National Corp
Ohio
$533K -$175K -500 -25%
LFAS
536
Level Four Advisory Services
Texas
$532K +$36.1K +103 +7%
BIM
537
Bridgecreek Investment Management
Oklahoma
$529K
DCM
538
Donaldson Capital Management
Indiana
$524K -$61.3K -175 -11%
SI
539
Stephens Inc
Arkansas
$522K
CL
540
CPWM LLC
Washington
$518K +$1.4K +4 +0.3%
BHWM
541
Bar Harbor Wealth Management
New Hampshire
$516K
SS
542
Sunbelt Securities
Texas
$515K +$253K +721 +98%
WA
543
Wealth Architects
California
$511K
FFG
544
Frisch Financial Group
New York
$509K -$242K -692 -32%
FNBSF
545
First National Bank Sioux Falls
South Dakota
$509K
LRIC
546
Long Road Investment Counsel
Michigan
$509K
HIIFS
547
Harel Insurance Investments & Financial Services
Israel
$508K
KCM
548
Kanawha Capital Management
Virginia
$508K
SI
549
Shaker Investments
Ohio
$506K +$1.75K +5 +0.3%
NFG
550
NewFocus Financial Group
Washington
$505K