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SPDR S&P MidCap 400 ETF Trust

848 hedge funds and large institutions have $8.4B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 193 increasing their positions, 368 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
17.16%
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.19%
New
64
Increased
193
Reduced
368
Closed
50
Calls
$190M
Puts
$283M
Net Calls
-$92.1M
Net Calls Change
-$76.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
601
L & S Advisors
California
$341K -$672K -1,980 -66%
VBFG
602
Vishria Bird Financial Group
Tennessee
$339K -$5.08K -15 -1%
RG
603
Rathbones Group
United Kingdom
$339K
MAM
604
Marquette Asset Management
Minnesota
$339K
HA
605
Harborview Advisors
Maine
$339K
RC
606
Rovin Capital
Arizona
$337K -$5.08K -15 -1%
RBC
607
Roble Belko & Company
Pennsylvania
$337K
TAM
608
Trillium Asset Management
Massachusetts
$337K +$337K +995 New
PAM
609
Premier Asset Management
Illinois
$336K
SW
610
SteelPeak Wealth
California
$333K -$128K -378 -28%
NSAM
611
North Star Asset Management
Wisconsin
$332K
RWA
612
River Wealth Advisors
Pennsylvania
$329K
NEIRG
613
New England Investment & Retirement Group
Massachusetts
$325K
EWM
614
Empirical Wealth Management
Washington
$324K
KPWS
615
Kestra Private Wealth Services
Texas
$318K +$318K +937 New
Thrivent Financial for Lutherans
616
Thrivent Financial for Lutherans
Minnesota
$318K +$318K +939 New
MMPW
617
Mitchell McLeod Pugh & Williams
Alabama
$315K
NFC
618
Northeast Financial Consultants
Connecticut
$312K
PBF
619
Petix & Botte Financial
California
$311K -$311K -918 -50%
RPGK
620
Retirement Planning Group (Kansas)
Kansas
$310K -$12.5K -37 -4%
OAM
621
Oppenheimer Asset Management
New York
$307K +$307K +906 New
RSWM
622
Robertson Stephens Wealth Management
California
$306K
OCM
623
One Capital Management
California
$303K
WPC
624
Waters Parkerson & Co
Louisiana
$302K
BJL
625
Brighton Jones LLC
Washington
$301K +$339 +1 +0.1%