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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
S
751
SignatureFD
Georgia
$198K +$55.4K +158 +39%
WCM
752
Wealthcare Capital Management
Virginia
$196K
MRCM
753
M&R Capital Management
New Jersey
$193K
CBT
754
Capital Bank & Trust
California
$186K
CFA
755
Carroll Financial Associates
North Carolina
$184K -$13K -37 -7%
KWA
756
KCS Wealth Advisory
California
$183K +$182K +519 New
PB
757
Pinnacle Bancorp
Nebraska
$180K
PFBT
758
Parkside Financial Bank & Trust
Missouri
$179K
HDIM
759
Hanson & Doremus Investment Management
Vermont
$176K -$9.11K -26 -5%
BFC
760
Bedel Financial Consulting
Indiana
$164K +$71.8K +205 +79%
FM
761
Family Management
New York
$157K +$156K +446 New
BWM
762
BerganKDV Wealth Management
Minnesota
$156K
SFSIG
763
San Francisco Sentry Investment Group
California
$154K +$20K +57 +15%
TFS
764
TrustCore Financial Services
Tennessee
$150K
BC
765
Barnett & Company
Tennessee
$143K
LWANC
766
Laurel Wealth Advisors (North Carolina)
North Carolina
$143K
NFG
767
Next Financial Group
Texas
$139K -$5.26K -15 -4%
CAC
768
Certified Advisory Corp
Florida
$130K -$5.61K -16 -4%
JGIA
769
Jackson Grant Investment Advisers
Connecticut
$128K +$4.55K +13 +4%
CDIA
770
Capital Directions Investment Advisors
Georgia
$125K
AIM
771
Advantage Investment Management
Iowa
$125K +$17.5K +50 +16%
VFA
772
Valeo Financial Advisors
Indiana
$124K +$118K +338 +2,414%
CAL
773
Capital Analysts LLC
Pennsylvania
$114K +$8.06K +23 +8%
WAS
774
Winch Advisory Services
Wisconsin
$113K -$3.85K -11 -3%
MDCM
775
Morgan Dempsey Capital Management
Wisconsin
$105K