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SPDR S&P MidCap 400 ETF Trust

855 hedge funds and large institutions have $11B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.6%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
726
Capital Wealth Planning
Florida
$218K +$218K +615 New
GWAG
727
Garrett Wealth Advisory Group
Texas
$217K -$1.4K -4 -0.6%
BHIA
728
Birch Hill Investment Advisors
Massachusetts
$217K
TSS
729
Thomas Story & Son
Indiana
$216K
SCA
730
Snowden Capital Advisors
New York
$215K
BHBT
731
Burke & Herbert Bank & Trust
Virginia
$215K -$39.1K -110 -15%
CCMD
732
Cypress Capital Management (Delaware)
Delaware
$215K
PC
733
Premise Capital
Illinois
$214K -$146K -5,796 -41%
SP
734
Successful Portfolios
Florida
$213K
EWM
735
Endurance Wealth Management
Rhode Island
$211K -$19.9K -56 -9%
ZB
736
Zions Bancorporation
Utah
$207K -$8.85K -25 -4%
AC
737
Abbrea Capital
California
$207K
WA
738
WP Advisors
California
$205K +$355 +1 +0.2%
RWA
739
Ropes Wealth Advisors
Massachusetts
$204K -$17.7K -50 -8%
P
740
&Partners
Tennessee
$204K +$204K +575 New
FMWA
741
Forvis Mazars Wealth Advisors
Missouri
$203K -$76.5K -216 -27%
NCM
742
Novare Capital Management
North Carolina
$202K +$202K +570 New
BFG
743
Barber Financial Group
Kansas
$202K +$202K +570 New
FA
744
FDx Advisors
Illinois
$201K -$484K -1,364 -71%
FHC
745
First Heartland Consultants
Missouri
$201K +$201K +567 New
LB
746
Landmark Bank
Missouri
$201K +$201K +568 New
FFW
747
Fusion Family Wealth
New York
$200K
CFA
748
Carroll Financial Associates
North Carolina
$198K -$348K -984 -64%
WCM
749
Wealthcare Capital Management
Virginia
$197K -$23.4K -66 -11%
MRCM
750
M&R Capital Management
New Jersey
$195K