MDY icon

SPDR S&P MidCap 400 ETF Trust

846 hedge funds and large institutions have $10.5B invested in 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
Holders
846
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
18.58%
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
Shares
Change %
JF
651
JSF Financial
California
$286K
PCMC
652
Private Capital Management (Colorado)
Colorado
$286K +$704 +2 +0.2%
OC
653
Oarsman Capital
Wisconsin
$284K
BAMG
654
Brand Asset Management Group
Missouri
$284K
CAG
655
Csenge Advisory Group
Florida
$283K +$283K +803 New
MHIC
656
Marble Harbor Investment Counsel
Massachusetts
$282K
CK
657
Cohen Klingenstein
New York
$282K
BRWA
658
B. Riley Wealth Advisors
Florida
$282K +$706 +2 +0.3%
WSTAM
659
Wilbanks Smith & Thomas Asset Management
Virginia
$281K
OFS
660
Orrstown Financial Services
Pennsylvania
$280K -$17.2K -50 -6%
RG
661
Rikoon Group
New Mexico
$280K
FSCM
662
Front Street Capital Management
Montana
$280K
EGA
663
Eagle Global Advisors
Texas
$278K -$36.9K -105 -12%
I
664
IberiaBank
Louisiana
$278K -$34.2K -97 -11%
ME
665
McIlrath & Eck
Washington
$278K -$9.88K -28 -3%
CAL
666
Capital Advisors Ltd
Ohio
$275K -$64.9K -184 -19%
EWA
667
Exencial Wealth Advisors
Oklahoma
$274K
PI
668
Pachira Investments
California
$273K
HCMNY
669
Howard Capital Management (New York)
New York
$271K
NWS
670
Newport Wealth Strategies
California
$270K
SC
671
Savant Capital
Illinois
$270K +$8.8K +25 +3%
CIM
672
Contravisory Investment Management
Massachusetts
$266K +$2.47K +7 +0.9%
SIA
673
Strategic Investment Advisors
Michigan
$265K -$162K -459 -38%
DC
674
Davenport & Co
Virginia
$264K
IP
675
Isthmus Partners
Wisconsin
$261K