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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
ACA
826
Atlas Capital Advisors
Wyoming
$14K
FEG
827
Financial Enhancement Group
Indiana
$13K -$4.2K -12 -24%
EWM
828
Elmwood Wealth Management
California
$13K
CFG
829
CKW Financial Group
Hawaii
$11K
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$10.5K +30 New
AIM
831
Astor Investment Management
Illinois
$10K
MCM
832
McMillion Capital Management
North Carolina
$9K
SIS
833
Sound Income Strategies
Florida
$9K
GT
834
Glenmede Trust
Pennsylvania
$7.47K +$517K +1,475 +7%
RBC
835
Roble Belko & Company
Pennsylvania
$7K
CT
836
Clearstead Trust
Maine
$6K
VNA
837
Valley National Advisers
Pennsylvania
$6K
RIA
838
Realta Investment Advisors
Delaware
$5K -$41.3K -118 -89%
CFD
839
Creative Financial Designs
Indiana
$5K +$2.1K +6 +67%
CFGS
840
Concourse Financial Group Securities
Alabama
$4K -$417K -1,191 -99%
TCM
841
Tradewinds Capital Management
Washington
$4K
AWM
842
AllSquare Wealth Management
New York
$3K
VRM
843
Vectors Research Management
New York
$2K
FCH
844
Freestone Capital Holdings
Washington
$1.85K +$556K +1,588 +43%
AMCA
845
Arthur M. Cohen & Associates
Illinois
$1.66K +$264K +754 +19%
CAN
846
Claraphi Advisory Network
United States
$1K +$701 +2 New
JCM
847
Julex Capital Management
Massachusetts
$1K +$701 +2 +100%
UB
848
UMB Bank
Missouri
$442
SWP
849
Strategic Wealth Partners
Ohio
$9 +$9.81K +28 New
ECP
850
Empyrean Capital Partners
California
-$8.52M -24,029 Closed