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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
RMC
701
Resources Management Corp
Connecticut
$242K +$240K +686 New
CS
702
Cannell & Spears
New York
$239K -$58.9K -168 -20%
TA
703
TFG Advisers
Michigan
$237K -$14K -40 -6%
SFM
704
Signet Financial Management
New Jersey
$237K +$1.05K +3 +0.5%
LNB
705
Ledyard National Bank
$236K
GVAG
706
Great Valley Advisor Group
Delaware
$234K
FBFS
707
First Business Financial Services
Wisconsin
$233K
WPIC
708
White Pine Investment Company
Michigan
$233K
TW
709
TrinityPoint Wealth
Connecticut
$233K +$225K +642 New
GWAG
710
Garrett Wealth Advisory Group
Texas
$232K +$13.7K +39 +6%
CA
711
Cortland Associates
Missouri
$232K -$13.7K -39 -6%
PCAP
712
Pratt Collard Advisory Partners
New York
$231K
AB
713
Atlas Brown
Kentucky
$229K
BC
714
Blackhill Capital
New Jersey
$229K
CCM
715
Carlson Capital Management
Minnesota
$229K
NPA
716
Nichols & Pratt Advisers
Massachusetts
$229K
ST
717
Smithfield Trust
Pennsylvania
$229K
EWF
718
Epstein & White Financial
California
$226K -$178K -509 -44%
WP
719
WealthShield Partners
North Carolina
$226K -$18.2K -52 -7%
FRM
720
Fox Run Management
Connecticut
$224K -$876K -2,500 -80%
PCM
721
Prelude Capital Management
New York
$223K -$5.23M -14,924 -96%
GT
722
Glenview Trust
Kentucky
$223K -$74.3K -212 -25%
GG
723
GenWealth Group
New Jersey
$220K -$3.5K -10 -2%
DAS
724
Dynamic Advisor Solutions
Arizona
$220K
ACM
725
Allred Capital Management
Texas
$219K