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SPDR S&P MidCap 400 ETF Trust

856 hedge funds and large institutions have $10.9B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.56%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
601
FAS Wealth Partners
Kansas
$403K -$346 -1 -0.1%
BOS
602
Bingham Osborn & Scarborough
California
$403K +$166K +480 +70%
WWM
603
Western Wealth Management
Colorado
$402K -$63.8K -184 -14%
VBFG
604
Vishria Bird Financial Group
Tennessee
$402K -$10K -29 -2%
PV
605
Private Vista
Illinois
$396K
PMG
606
ProVise Management Group
Florida
$394K
SCM
607
Southport Capital Management
Tennessee
$383K
HCM
608
Hilton Capital Management
New York
$380K -$333K -1,100 Closed
JRP
609
Jasper Ridge Partners
California
$378K
WP
610
WealthPLAN Partners
Nebraska
$376K
CC
611
Cadinha & Co
Hawaii
$375K -$64.2K -186 -15%
MHS
612
M Holdings Securities
Oregon
$374K -$13.8K -40 -4%
FI
613
FormulaFolio Investments
Michigan
$365K +$34.2K +99 +10%
MFBTD
614
MB Financial Bank - Trust Department
Illinois
$364K
AWA
615
AmeriServ Wealth Advisors
Pennsylvania
$364K
RW
616
REDW Wealth
New Mexico
$363K +$691 +2 +0.2%
GT
617
Greenleaf Trust
Michigan
$356K +$64.9K +188 +22%
CBB
618
Citizens Business Bank
California
$352K -$19.3K -56 -5%
LIC
619
Lodestar Investment Counsel
Illinois
$352K +$692 +2 +0.2%
NEIRG
620
New England Investment & Retirement Group
Massachusetts
$352K +$352K +1,019 New
RPGK
621
Retirement Planning Group (Kansas)
Kansas
$350K -$15.9K -46 -4%
RG
622
Rathbones Group
United Kingdom
$345K
DWA
623
Douglass Winthrop Advisors
New York
$342K -$2.76K -8 -0.8%
BWA
624
BlueSky Wealth Advisors
North Carolina
$339K +$1.05K +3 +0.3%
WIA
625
World Investment Advisors
California
$338K +$3.81K +11 +1%