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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
IA
151
IFG Advisors
Missouri
$8.96M +$8.91M +25,431 New
KFP
152
KMG Fiduciary Partners
Ohio
$8.93M +$128K +366 +1%
CTA
153
Chesley Taft & Associates
Illinois
$8.85M +$293K +835 +3%
Verition Fund Management
154
Verition Fund Management
Connecticut
$8.73M +$7.4M +21,107 +575%
BBHC
155
Brown Brothers Harriman & Co
New York
$8.66M +$867K +2,474 +11%
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$8.52M +$350 +1 +0%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$8.42M -$5.05M -14,400 -38%
CAN
158
Cetera Advisor Networks
California
$8.17M +$2.03M +5,803 +33%
TC
159
Telemus Capital
Michigan
$8.16M +$747K +2,133 +10%
CB
160
Commerce Bank
Missouri
$8.12M +$54.3K +155 +0.7%
LFS
161
Lutz Financial Services
Nebraska
$8.02M -$79.9K -228 -1%
JA
162
JVL Associates
Michigan
$7.81M -$239K -682 -3%
NB
163
NBT Bank
New York
$7.79M -$49.1K -140 -0.6%
SDAM
164
Shulman DeMeo Asset Management
New York
$7.66M +$7.61M +21,717 New
NEAM
165
New England Asset Management
Connecticut
$7.45M +$55K +157 +0.7%
BF
166
BOK Financial
Oklahoma
$7.21M +$201K +575 +3%
RC
167
RBF Capital
California
$7.05M
CB
168
Community Bank
New York
$7.02M -$284K -810 -4%
Cerity Partners
169
Cerity Partners
New York
$7.02M +$1.88M +5,362 +37%
SG Americas Securities
170
SG Americas Securities
New York
$6.99M -$30M -85,578 -81%
PWMAG
171
Pinnacle Wealth Management Advisory Group
New Jersey
$6.86M -$175K -500 -3%
PAM
172
Palisade Asset Management
Minnesota
$6.83M -$40.3K -115 -0.6%
DBIA
173
Dumont & Blake Investment Advisors
New Jersey
$6.75M -$614K -1,751 -8%
EA
174
Elm Advisors
California
$6.73M -$26.6K -76 -0.4%
CIA
175
Choate Investment Advisors
Massachusetts
$6.65M -$245K -700 -4%