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SPDR S&P MidCap 400 ETF Trust

818 hedge funds and large institutions have $7.79B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 220 increasing their positions, 399 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
-112
Holders Change %
-12.04%
% of All Funds
18.07%
Holding in Top 10
61
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-30.68%
% of All Funds
1.35%
New
52
Increased
220
Reduced
399
Closed
150
Calls
$176M
Puts
$150M
Net Calls
+$25.9M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
626
Retirement Planning Group (Kansas)
Kansas
$250K
COF
627
Capital One Financial
Virginia
$246K +$246K +934 New
UR
628
USCA RIA
Texas
$243K -$742K -2,828 -75%
BJL
629
Brighton Jones LLC
Washington
$242K -$231K -881 -49%
BOS
630
Bingham Osborn & Scarborough
California
$242K -$64.4K -245 -21%
NFC
631
Northeast Financial Consultants
Connecticut
$242K
HA
632
Harborview Advisors
Maine
$241K
DCM
633
Donaldson Capital Management
Indiana
$239K -$126K -478 -34%
RSWM
634
Robertson Stephens Wealth Management
California
$238K -$66K -250 -22%
WIA
635
World Investment Advisors
California
$238K -$17.7K -67 -7%
QWM
636
QP Wealth Management
New Jersey
$237K +$27.9K +100 +13%
ACM
637
Ayrshire Capital Management
Connecticut
$236K +$13.2K +50 +6%
AA
638
Advisory Alpha
Michigan
$235K +$3.62K +13 +2%
OCM
639
One Capital Management
California
$235K
WPC
640
Waters Parkerson & Co
Louisiana
$234K
WMG
641
WESCAP Management Group
California
$233K -$13.6K -52 -6%
SQA
642
Simon Quick Advisors
New Jersey
$233K -$6.57K -25 -3%
APSP
643
Asset Planning Services (Pennsylvania)
Pennsylvania
$233K
OIA
644
Optimum Investment Advisors
Illinois
$229K -$689K -2,613 -75%
CGA
645
Crescent Grove Advisors
Illinois
$227K -$1.06M -4,013 -82%
EFSCE
646
Enterprise Financial Services Corp (EFSC)
Missouri
$227K
EDRH
647
Edmond de Rothschild Holding
Switzerland
$224K -$540K -2,058 -71%
GLA
648
Great Lakes Advisors
Illinois
$224K +$787 +3 +0.4%
FHA
649
Flagship Harbor Advisors
Massachusetts
$224K +$39.4K +150 +21%
BA
650
Baugh & Associates
Georgia
$223K +$790 +3 +0.4%