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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 %
MIG
526
McGuire Investment Group
Rhode Island
$673K -$16.9K -45 -2%
CWM
527
CCG Wealth Management
California
$673K
JIC
528
Joel Isaacson & Co
New York
$671K
SAM
529
Sawgrass Asset Management
Florida
$664K -$581K -1,550 -47%
PCMC
530
Paragon Capital Management (Colorado)
Colorado
$657K
BCA
531
Bay Colony Advisors
Massachusetts
$657K
AWA
532
Arkadios Wealth Advisors
Georgia
$653K +$653K +1,709 New
TCOV
533
Trust Company of Vermont
Vermont
$652K -$6K -16 -0.9%
AP
534
Appleton Partners
Massachusetts
$650K -$5.26K -14 -0.8%
WPC
535
White Pine Capital
Minnesota
$646K -$5.63K -15 -0.9%
LCM
536
Leisure Capital Management
California
$638K
SEI Investments
537
SEI Investments
Pennsylvania
$634K +$56.3K +150 +10%
PWM
538
Paulson Wealth Management
Illinois
$632K -$75.2K -197 -11%
PWAP
539
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$632K -$27.3K -73 -4%
SBSB
540
Sullivan, Bruyette, Speros & Blaney
Virginia
$632K +$37.6K +100 +6%
LC
541
LCNB Corp
Ohio
$631K +$9.39K +25 +2%
MC
542
Moors & Cabot
Massachusetts
$631K +$10.6K +28 +2%
AP
543
Adero Partners
California
$630K +$630K +1,679 New
EAM
544
Evanson Asset Management
California
$629K +$2.25K +6 +0.4%
AOWM
545
Alpha Omega Wealth Management
Virginia
$626K
STA
546
Summit Trail Advisors
New York
$613K +$264K +701 +76%
LPT
547
Legacy Private Trust
Wisconsin
$612K
OWM
548
Orgel Wealth Management
Wisconsin
$609K
VIM
549
Vista Investment Management
Pennsylvania
$608K -$4.88K -13 -0.8%
WWM
550
Western Wealth Management
Colorado
$607K +$177K +471 +41%