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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
STA
626
Summit Trail Advisors
New York
$328K +$14.7K +42 +5%
NFC
627
Northeast Financial Consultants
Connecticut
$324K
HA
628
Harborview Advisors
Maine
$323K
SQA
629
Simon Quick Advisors
New Jersey
$321K
APSP
630
Asset Planning Services (Pennsylvania)
Pennsylvania
$314K
WPC
631
Waters Parkerson & Co
Louisiana
$314K
HIC
632
Holderness Investments Company
North Carolina
$312K -$61.3K -175 -17%
EFSCE
633
Enterprise Financial Services Corp (EFSC)
Missouri
$311K
LBD
634
Landsberg Bennett & Dubbaneh
Florida
$301K +$350 +1 +0.1%
FBB
635
Fulton Breakefield Broenniman
Maryland
$301K +$300K +855 New
CIAS
636
Capital Investment Advisory Services
North Carolina
$300K -$20.7K -59 -6%
SCM
637
Southport Capital Management
Tennessee
$299K -$92.1K -263 -24%
CCM
638
Coldstream Capital Management
Washington
$299K
RPC
639
Rossmore Private Capital
Connecticut
$298K
BWM
640
Baystate Wealth Management
Massachusetts
$298K +$1.05K +3 +0.4%
VWM
641
Venturi Wealth Management
Texas
$296K -$66.6K -190 -18%
JFA
642
JNBA Financial Advisors
Minnesota
$293K -$5.26K -15 -2%
ITIM
643
Indiana Trust & Investment Management
Indiana
$293K
HFA
644
Hoover Financial Advisors
Pennsylvania
$292K +$1.05K +3 +0.4%
TRCT
645
Tower Research Capital (TRC)
New York
$292K +$215K +615 +289%
NSB
646
Norway Savings Bank
Maine
$291K
SPL
647
Smart Portfolios LLC
Washington
$290K +$280K +799 New
AIM
648
Avity Investment Management
Connecticut
$288K
JCM
649
Janney Capital Management
Pennsylvania
$288K
LIA
650
LS Investment Advisors
Michigan
$288K