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SPDR S&P MidCap 400 ETF Trust

818 hedge funds and large institutions have $7.79B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 220 increasing their positions, 399 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
-112
Holders Change %
-12.04%
% of All Funds
18.07%
Holding in Top 10
61
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-30.68%
% of All Funds
1.35%
New
52
Increased
220
Reduced
399
Closed
150
Calls
$176M
Puts
$150M
Net Calls
+$25.9M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SWMG
551
Strategic Wealth Management Group
Maryland
$374K
GL
552
Graypoint LLC
New York
$372K +$372K +1,416 New
BCM
553
Breiter Capital Management
Florida
$368K +$368K +1,400 New
FC
554
FCA Corp
Texas
$363K
AWM
555
Altium Wealth Management
New York
$361K -$8.93K -34 -2%
HA
556
HYA Advisors
Missouri
$361K
TNB
557
TCF National Bank
South Dakota
$355K +$355K +1,350 New
9WM
558
9258 Wealth Management
Ohio
$354K +$59.7K +203 +20%
MA
559
MONECO Advisors
Connecticut
$348K -$691K -2,627 -67%
NAS
560
Nicolet Advisory Services
Wisconsin
$348K +$161K +612 +86%
TPA
561
Trivium Point Advisory
Connecticut
$346K +$346K +1,238 New
AFS
562
Axiom Financial Strategies
Indiana
$342K +$342K +1,300 New
PA
563
Procyon Advisors
Connecticut
$337K +$21K +80 +7%
OBGC
564
O'Brien Greene & Co
Pennsylvania
$334K
SNT
565
Security National Trust
West Virginia
$334K
MWM
566
Merriman Wealth Management
Washington
$332K -$40.2K -153 -11%
BFA
567
Beacon Financial Advisory
Ohio
$331K -$28.1K -107 -8%
CM
568
Columbus Macro
Pennsylvania
$329K
1W
569
1776 Wealth
Georgia
$325K +$163K +510 +100%
CIA
570
Capital Investment Advisors
Georgia
$321K -$42.7K -162 -12%
RGC
571
Roberts, Glore & Co
Illinois
$320K
SFG
572
SevenBridge Financial Group
Pennsylvania
$320K
PCIA
573
Prime Capital Investment Advisors
Kansas
$318K +$3.94K +15 +1%
IFWM
574
Institute for Wealth Management
Colorado
$317K +$6.57K +25 +2%
SFA
575
Sequoia Financial Advisors
Ohio
$315K -$78.9K -300 -20%