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SPDR S&P MidCap 400 ETF Trust

694 hedge funds and large institutions have $10.9B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
103
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.5%
% of All Funds
2.57%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
651
Avior Wealth Management
Nebraska
$73K -$4.68K -15 -6%
LIA
652
LS Investment Advisors
Michigan
$73K
VIA
653
Vantage Investment Advisors
Pennsylvania
$65K -$3.45K -11 -5%
PO
654
Private Ocean
California
$62K
AWM
655
AllSquare Wealth Management
New York
$62K +$40.7K +130 +191%
SHJ
656
Sharkey, Howes & Javer
Colorado
$61K +$314 +1 +0.5%
MWM
657
Mascoma Wealth Management
New Hampshire
$59K
WTB
658
Washington Trust Bank
Washington
$56K
CAG
659
Crestwood Advisors Group
Massachusetts
$55K +$55K +175 New
WB
660
Webster Bank
Connecticut
$52K
CHC
661
City Holding Co
West Virginia
$50K
PA
662
Parallel Advisors
California
$50K +$314 +1 +0.6%
UWPG
663
Ullmann Wealth Partners Group
Florida
$49K +$49K +160 New
ADL
664
Asset Dedication LLC
California
$48K -$15.9K -51 -25%
DBT
665
Dubuque Bank & Trust
Iowa
$47K -$31.3K -100 -40%
TIM
666
Tortoise Investment Management
New York
$43K -$5.65K -18 -12%
ACM
667
Armbruster Capital Management
New York
$37K
PWM
668
Perigon Wealth Management
California
$33K
BWP
669
Baldwin Wealth Partners
Massachusetts
$31K -$35.7K -115 -53%
SQA
670
Simon Quick Advisors
New Jersey
$31K +$31K +98 New
HS
671
Horan Securities
United States
$31K +$31K +100 New
BFEC
672
Benjamin F. Edwards & Company
Missouri
$28K
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$28K +$3.11K +10 +13%
BCFS
674
Butensky & Cohen Financial Security
Florida
$27K
KF
675
Krilogy Financial
Missouri
$27K