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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
TFO
726
Tarbox Family Office
California
$219K
BHIA
727
Birch Hill Investment Advisors
Massachusetts
$216K
CBU
728
CIBC Bank USA
Illinois
$216K
HCIA
729
Hochman Cole Investment Advisors
Illinois
$215K -$4.91K -14 -2%
TSS
730
Thomas Story & Son
Indiana
$215K
CL
731
Cabana LLC
Arkansas
$214K -$25M -71,409 -99%
CCMD
732
Cypress Capital Management (Delaware)
Delaware
$214K
SCA
733
Snowden Capital Advisors
New York
$214K
BHBT
734
Burke & Herbert Bank & Trust
Virginia
$213K
TFCP
735
Twin Focus Capital Partners
Massachusetts
$213K +$212K +605 New
SP
736
Successful Portfolios
Florida
$211K
EWM
737
Endurance Wealth Management
Rhode Island
$210K
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$208K -$23.5K -67 -10%
FMWA
739
Forvis Mazars Wealth Advisors
Missouri
$208K +$6.31K +18 +3%
AF
740
Advisornet Financial
Minnesota
$207K +$174K +497 +558%
ZB
741
Zions Bancorporation
Utah
$206K
BIA
742
Biondo Investment Advisors
Pennsylvania
$206K +$205K +584 New
AC
743
Abbrea Capital
California
$205K
WA
744
WP Advisors
California
$204K +$701 +2 +0.3%
P
745
&Partners
Tennessee
$203K
NCM
746
Novare Capital Management
North Carolina
$201K
FFW
747
Fusion Family Wealth
New York
$200K
LB
748
Landmark Bank
Missouri
$200K
FHC
749
First Heartland Consultants
Missouri
$200K +$350 +1 +0.2%
RWA
750
Ropes Wealth Advisors
Massachusetts
$199K -$3.5K -10 -2%