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State Street SPDR S&P MIDCAP 400 ETF Trust

813 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 297 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

13% more call options, than puts

Call options by funds: $486M | Put options by funds: $432M

6% more funds holding in top 10

Funds holding in top 10: 108114 (+6)

0% more funds holding

Funds holding: 811813 (+2)

0.03% less ownership

Funds ownership: 57.11%57.08% (-0.03%)

3% less capital invested

Capital invested by funds: $11.6B → $11.2B (-$399M)

17% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 297

Holders
813
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
18.63%
Holding in Top 10
114
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.56%
% of All Funds
2.61%
New
64
Increased
246
Reduced
297
Closed
54
Calls
$486M
Puts
$432M
Net Calls
+$54M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
751
Vigilant Capital Management
Maine
$68K +$1.74K +5 +3%
LGWM
752
Litman Gregory Wealth Management
California
$66K +$8.7K +25 +15%
SFSIG
753
San Francisco Sentry Investment Group
California
$62K
WB
754
Webster Bank
Connecticut
$57K
NPP
755
New Potomac Partners
Maryland
$56K
CHC
756
City Holding Co
West Virginia
$55K
PCM
757
Prelude Capital Management
New York
$53K +$54.3K +156 New
TL
758
TrueWealth LLC
Georgia
$52K -$55.3K -159 -51%
ADL
759
Asset Dedication LLC
California
$52K
LJHT
760
Laurie J. Hall Trustee
$51K -$365K -1,050 -88%
AP
761
Atwood & Palmer
Missouri
$51K
IFA
762
Interactive Financial Advisors
Illinois
$50K -$36.2K -104 -41%
TIM
763
Tortoise Investment Management
New York
$47K
SHJ
764
Sharkey, Howes & Javer
Colorado
$46K +$348 +1 +0.7%
BWP
765
Baldwin Wealth Partners
Massachusetts
$45K
SWMG
766
Signature Wealth Management Group
Georgia
$44K
KC
767
KHP Capital
Oklahoma
$44K +$44.5K +128 New
FIB
768
First Interstate Bank
Montana
$43K
HS
769
Horan Securities
United States
$43K
OFW
770
Omnia Family Wealth
Florida
$43K +$43.5K +125 New
ACM
771
Armbruster Capital Management
New York
$41K
AWM
772
Aevitas Wealth Management
Massachusetts
$40K
AFIA
773
America First Investment Advisors
Nebraska
$38K
GTAM
774
Global Trust Asset Management
Florida
$38K
PWM
775
Perigon Wealth Management
California
$36K