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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
CIA
551
Capital Investment Advisors
Georgia
$503K -$13.3K -38 -3%
NDSI
552
Newman Dignan & Sheerar Inc
Rhode Island
$503K
SWMG
553
Strategic Wealth Management Group
Maryland
$502K
S
554
Surevest
California
$497K +$2.1K +6 +0.4%
AWM
555
Altium Wealth Management
New York
$496K
VFA
556
Voya Financial Advisors
Connecticut
$495K -$50.8K -145 -9%
IIC
557
Integrated Investment Consultants
Michigan
$493K
FC
558
FCA Corp
Texas
$486K
RWA
559
Redhawk Wealth Advisors
Minnesota
$483K -$2.45K -7 -0.5%
CWA
560
Clarus Wealth Advisors
Arizona
$468K +$30.8K +88 +7%
ACA
561
Ackerman Capital Advisors
Texas
$465K +$1.75K +5 +0.4%
DT
562
Diversified Trust
Tennessee
$460K
EWM
563
Evermay Wealth Management
Virginia
$449K
OBGC
564
O'Brien Greene & Co
Pennsylvania
$447K -$17.5K -50 -4%
SNT
565
Security National Trust
West Virginia
$447K
MWM
566
Merriman Wealth Management
Washington
$444K -$49.1K -140 -10%
CM
567
Columbus Macro
Pennsylvania
$441K
CL
568
Choreo LLC
Illinois
$440K -$1.75K -5 -0.4%
BHWM
569
Bay Harbor Wealth Management
Maryland
$436K -$411K -1,173 -49%
AA
570
Advisory Alpha
Michigan
$435K +$4.91K +14 +1%
TI
571
Trexquant Investment
Connecticut
$434K +$431K +1,231 New
SFG
572
SevenBridge Financial Group
Pennsylvania
$429K
PCIA
573
Prime Capital Investment Advisors
Kansas
$421K
IFWM
574
Institute for Wealth Management
Colorado
$417K +$177K +506 +75%
AIM
575
Arcadia Investment Management
Michigan
$413K