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SPDR S&P MidCap 400 ETF Trust

846 hedge funds and large institutions have $10.5B invested in 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
Holders
846
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
18.58%
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
Shares
Change %
VBFG
576
Vishria Bird Financial Group
Tennessee
$407K
RSWM
577
Robertson Stephens Wealth Management
California
$407K +$97.9K +277 +32%
BW
578
Bison Wealth
Georgia
$406K
PV
579
Private Vista
Illinois
$406K
GT
580
Greenleaf Trust
Michigan
$405K +$41.2K +117 +11%
NWP
581
Northstar Wealth Partners
Connecticut
$405K +$405K +1,150 New
WWM
582
Western Wealth Management
Colorado
$404K +$353 +1 +0.1%
COI
583
Capital One Investing
Virginia
$399K
CC
584
Cadinha & Co
Hawaii
$399K +$8.82K +25 +2%
BP
585
BBR Partners
New York
$397K
CAM
586
Congress Asset Management
Massachusetts
$397K +$150K +425 +61%
AFS
587
Access Financial Services
Minnesota
$395K
SBIA
588
Sheaff Brock Investment Advisors
Indiana
$392K -$30K -85 -7%
ACP
589
Aveo Capital Partners
Colorado
$391K +$26.1K +72 +7%
BC
590
Burney Company
Virginia
$389K +$389K +1,105 New
WA1
591
Wimmer Associates 1
California
$388K
JRP
592
Jasper Ridge Partners
California
$386K
MMPW
593
Mitchell McLeod Pugh & Williams
Alabama
$386K +$352 +1 +0.1%
NB
594
Nicolet Bankshares
Wisconsin
$381K -$2.47K -7 -0.6%
FWP
595
FAS Wealth Partners
Kansas
$380K +$1.76K +5 +0.5%
EWM
596
Empirical Wealth Management
Washington
$379K -$92.4K -262 -20%
PSF
597
Pacific Sun Financial
California
$376K +$15.9K +45 +4%
RW
598
REDW Wealth
New Mexico
$372K +$706 +2 +0.2%
FI
599
FormulaFolio Investments
Michigan
$370K +$5.28K +15 +1%
PMG
600
ProVise Management Group
Florida
$367K -$35.2K -100 -9%