MDY icon

SPDR S&P MidCap 400 ETF Trust

856 hedge funds and large institutions have $10.9B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.56%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
776
Executive Wealth Management
Michigan
$98K -$417K -1,207 -81%
IWP
777
Icon Wealth Partners
Texas
$93K +$93K +270 New
BFC
778
Bedel Financial Consulting
Indiana
$90K
WEC
779
Winslow Evans & Crocker
Massachusetts
$88K
GI
780
Gradient Investments
Minnesota
$84K
AIA
781
Alera Investment Advisors
Illinois
$82K -$224K -648 -73%
AWM
782
Avior Wealth Management
Nebraska
$80K
FNBOSM
783
First National Bank of South Miami
Florida
$78K
SIS
784
Sound Income Strategies
Florida
$78K +$70.1K +203 +883%
VCM
785
Vigilant Capital Management
Maine
$76K -$59.8K -173 -44%
SWP
786
Strategic Wealth Partners
Ohio
$75K +$32.6K +93 +77%
HCA
787
Horan Capital Advisors
Ohio
$74K +$74K +213 New
QCIG
788
Quad-Cities Investment Group
Iowa
$71K +$346 +1 +0.5%
TIM
789
Tortoise Investment Management
New York
$69K -$18.4K -53 -21%
SMFS
790
Squar Milner Financial Services
California
$69K
ESB
791
Essex Savings Bank
Connecticut
$69K
FMB
792
Field & Main Bank
Kentucky
$69K +$69K +200 New
PO
793
Private Ocean
California
$67K
LHC
794
Little House Capital
Massachusetts
$66K +$66K +192 New
SWA
795
Sutton Wealth Advisors
Florida
$61.1K
NPP
796
New Potomac Partners
Maryland
$56K
CDIA
797
Capital Directions Investment Advisors
Georgia
$55K -$3.44K -10 -6%
LGWM
798
Litman Gregory Wealth Management
California
$55K
TL
799
TrueWealth LLC
Georgia
$53K +$346 +1 +0.7%
MSA
800
Marino Stram & Associates
Massachusetts
$53K +$53K +153 New