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SPDR S&P MidCap 400 ETF Trust

930 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
+84
Holders Change %
+9.93%
% of All Funds
18.36%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.74%
New
133
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MHIC
701
Marble Harbor Investment Counsel
Massachusetts
$300K
CK
702
Cohen Klingenstein
New York
$300K
CFS
703
CRA Financial Services
New Jersey
$299K +$26.3K +70 +10%
HIC
704
Holderness Investments Company
North Carolina
$298K -$33.7K -90 -10%
FBB
705
Fulton Breakefield Broenniman
Maryland
$298K -$22.5K -60 -7%
FSCM
706
Front Street Capital Management
Montana
$298K
RG
707
Rikoon Group
New Mexico
$298K
SPL
708
Smart Portfolios LLC
Washington
$297K -$3K -8 -1%
EGA
709
Eagle Global Advisors
Texas
$297K
ME
710
McIlrath & Eck
Washington
$296K
CAL
711
Capital Advisors Ltd
Ohio
$293K
EWA
712
Exencial Wealth Advisors
Oklahoma
$292K
LWAC
713
Laurel Wealth Advisors (California)
California
$290K +$13.9K +37 +5%
HCMNY
714
Howard Capital Management (New York)
New York
$289K
SC
715
Savant Capital
Illinois
$288K
CFA
716
Carroll Financial Associates
North Carolina
$287K +$91K +243 +46%
NWS
717
Newport Wealth Strategies
California
$286K
PCMC
718
Private Capital Management (Colorado)
Colorado
$286K
CIM
719
Contravisory Investment Management
Massachusetts
$284K +$750 +2 +0.3%
RWA
720
RGT Wealth Advisors
Texas
$283K -$87.7K -234 -24%
JFA
721
JNBA Financial Advisors
Minnesota
$282K -$30.5K -81 -10%
JWBC
722
John W. Brooker & Co
California
$281K +$281K +749 New
ST
723
Sabal Trust
Florida
$280K +$280K +745 New
QWM
724
QP Wealth Management
New Jersey
$280K +$280K +750 New
IP
725
Isthmus Partners
Wisconsin
$278K