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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
BFA
651
Bragg Financial Advisors
North Carolina
$286K -$34.3K -98 -11%
JF
652
JSF Financial
California
$286K
PCMC
653
Private Capital Management (Colorado)
Colorado
$286K +$701 +2 +0.2%
BAMG
654
Brand Asset Management Group
Missouri
$284K
OC
655
Oarsman Capital
Wisconsin
$284K
CAG
656
Csenge Advisory Group
Florida
$283K +$281K +803 New
CK
657
Cohen Klingenstein
New York
$282K
MHIC
658
Marble Harbor Investment Counsel
Massachusetts
$282K
BRWA
659
B. Riley Wealth Advisors
Florida
$282K +$701 +2 +0.3%
WSTAM
660
Wilbanks Smith & Thomas Asset Management
Virginia
$281K
OFS
661
Orrstown Financial Services
Pennsylvania
$280K -$17.5K -50 -6%
FSCM
662
Front Street Capital Management
Montana
$280K
RG
663
Rikoon Group
New Mexico
$280K
EGA
664
Eagle Global Advisors
Texas
$278K -$36.8K -105 -12%
I
665
IberiaBank
Louisiana
$278K -$34K -97 -11%
ME
666
McIlrath & Eck
Washington
$278K -$9.81K -28 -3%
CAL
667
Capital Advisors Ltd
Ohio
$275K -$64.5K -184 -19%
EWA
668
Exencial Wealth Advisors
Oklahoma
$274K
PI
669
Pachira Investments
California
$273K
HCMNY
670
Howard Capital Management (New York)
New York
$271K
NWS
671
Newport Wealth Strategies
California
$270K
SC
672
Savant Capital
Illinois
$270K +$8.76K +25 +3%
CIM
673
Contravisory Investment Management
Massachusetts
$266K +$2.45K +7 +0.9%
SIA
674
Strategic Investment Advisors
Michigan
$265K -$161K -459 -38%
DC
675
Davenport & Co
Virginia
$264K