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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
CFA
76
Capstone Financial Advisors
Illinois
$21.3M -$871K -2,487 -4%
KWMG
77
King Wealth Management Group
Florida
$21.2M -$155K -441 -0.7%
RIS
78
Retirement Income Solutions
Michigan
$21M -$822K -2,345 -4%
EVM
79
Evelyn V. Moreno
$21M +$83.4K +238 +0.4%
EC
80
Estate Counselors
Wisconsin
$21M +$14K +40 +0.1%
SMC
81
Smith, Moore & Co
Missouri
$20.8M +$404K +1,152 +2%
HNB
82
Huntington National Bank
Ohio
$20.5M
DWM
83
Dakota Wealth Management
Florida
$19.9M +$577K +1,648 +3%
HCM
84
Howard Capital Management
Georgia
$19.8M +$1.84M +5,253 +10%
Victory Capital Management
85
Victory Capital Management
Texas
$19.4M -$15.8M -45,160 -45%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$19.4M +$406K +1,159 +2%
BC
87
Bartlett & Co
Ohio
$19.4M +$406K +1,159 +2%
PAI
88
Pittenger & Anderson Inc
Nebraska
$19.2M +$160K +457 +0.8%
WTC
89
WhitTier Trust Company
Nevada
$19.1M +$736K +2,100 +4%
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$18.7M +$44M +125,610 +228%
SFP
91
Shepherd Financial Partners
Massachusetts
$18.6M -$10.5M -29,843 -36%
LA
92
Legacy Advisors
Pennsylvania
$18.2M +$12.6K +36 +0.1%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$18.1M +$13K +37 +0.1%
PWLP
94
Prio Wealth Limited Partnership
Massachusetts
$17.5M -$1.36M -3,868 -7%
KA
95
Klingman & Associates
New York
$17.5M +$3.85K +11 +0%
MIM
96
MetLife Investment Management
New Jersey
$17M -$14.9M -42,500 -47%
VR
97
Viridian RIA
Washington
$16.2M -$501K -1,430 -3%
Comerica Bank
98
Comerica Bank
Texas
$16.1M +$252K +719 +2%
HW
99
Hancock Whitney
Mississippi
$16M -$131K -374 -0.8%
PAG
100
Private Advisor Group
New Jersey
$15.4M -$421K -1,202 -3%