We are live on ! Find out more
MDY icon

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
PMG
601
ProVise Management Group
Florida
$367K -$35K -100 -9%
NEIRG
602
New England Investment & Retirement Group
Massachusetts
$359K
CCM
603
Crabel Capital Management
California
$358K -$131K -374 -27%
EWA
604
EP Wealth Advisors
California
$358K
PC
605
Premise Capital
Illinois
$354K +$2.51M +7,153 +84%
RG
606
Rathbones Group
United Kingdom
$352K
RWA
607
RGT Wealth Advisors
Texas
$349K +$347K +989 New
PAM
608
Premier Asset Management
Illinois
$346K +$18.9K +54 +6%
NSAM
609
North Star Asset Management
Wisconsin
$345K -$92.1K -263 -21%
CBB
610
Citizens Business Bank
California
$342K
WIA
611
World Investment Advisors
California
$341K +$8.76K +25 +3%
BWA
612
BlueSky Wealth Advisors
North Carolina
$341K +$13K +37 +4%
TAM
613
Tradition Asset Management
Virginia
$339K
WP
614
WealthPLAN Partners
Nebraska
$336K -$262K -748 -45%
BPCE
615
Bank Pictet & Cie (Europe)
Germany
$336K -$31.5K -90 -9%
RPGK
616
Retirement Planning Group (Kansas)
Kansas
$336K -$12.3K -35 -4%
BWA
617
Burt Wealth Advisors
Maryland
$336K
FNT
618
First National Trust
Pennsylvania
$336K
SFWA
619
Summit Financial Wealth Advisors
Louisiana
$336K +$701 +2 +0.2%
JIR
620
James Investment Research
Ohio
$335K
BA
621
Baugh & Associates
Georgia
$333K -$1.4K -4 -0.4%
GLA
622
Great Lakes Advisors
Illinois
$332K -$1.4K -4 -0.4%
FNBOO
623
First National Bank of Omaha
Nebraska
$331K
OCM
624
One Capital Management
California
$331K
WMG
625
WESCAP Management Group
California
$331K