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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
BOS
576
Bingham Osborn & Scarborough
California
$411K
VBFG
577
Vishria Bird Financial Group
Tennessee
$407K
RSWM
578
Robertson Stephens Wealth Management
California
$407K +$97.1K +277 +32%
BW
579
Bison Wealth
Georgia
$406K
PV
580
Private Vista
Illinois
$406K
GT
581
Greenleaf Trust
Michigan
$405K +$41K +117 +11%
NWP
582
Northstar Wealth Partners
Connecticut
$405K +$403K +1,150 New
WWM
583
Western Wealth Management
Colorado
$404K +$350 +1 +0.1%
COI
584
Capital One Investing
Virginia
$399K
CC
585
Cadinha & Co
Hawaii
$399K +$8.76K +25 +2%
BP
586
BBR Partners
New York
$397K
CAM
587
Congress Asset Management
Massachusetts
$397K +$149K +425 +61%
AFS
588
Access Financial Services
Minnesota
$395K
SBIA
589
Sheaff Brock Investment Advisors
Indiana
$392K -$29.8K -85 -7%
ACP
590
Aveo Capital Partners
Colorado
$391K +$25.2K +72 +7%
BC
591
Burney Company
Virginia
$389K +$387K +1,105 New
WA1
592
Wimmer Associates 1
California
$388K
JRP
593
Jasper Ridge Partners
California
$386K
MMPW
594
Mitchell McLeod Pugh & Williams
Alabama
$386K +$350 +1 +0.1%
NB
595
Nicolet Bankshares
Wisconsin
$381K -$2.45K -7 -0.6%
FWP
596
FAS Wealth Partners
Kansas
$380K +$1.75K +5 +0.5%
EWM
597
Empirical Wealth Management
Washington
$379K -$91.8K -262 -20%
PSF
598
Pacific Sun Financial
California
$376K +$15.8K +45 +4%
RW
599
REDW Wealth
New Mexico
$372K +$701 +2 +0.2%
FI
600
FormulaFolio Investments
Michigan
$370K +$5.26K +15 +1%