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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
CA
201
Cambridge Associates
Massachusetts
$5.51M -$1M -2,861 -15%
PAM
202
Peak Asset Management
Colorado
$5.44M -$3.5K -10 -0.1%
WJWM
203
Williams Jones Wealth Management
New York
$5.43M +$5.39M +15,395 New
GCM
204
Glaxis Capital Management
Florida
$5.41M +$5.38M +15,350 New
SFS
205
Sowell Financial Services
Arkansas
$5.39M +$5.36M +15,290 New
CBT
206
Central Bank & Trust
Kentucky
$5.38M -$54K -154 -1%
AC
207
Alexandria Capital
Virginia
$5.33M -$53.6K -153 -1%
MFW
208
Meristem Family Wealth
Minnesota
$5.33M +$70.8K +202 +1%
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$5.3M -$270K -771 -5%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$5.2M +$496K +1,417 +11%
FLPIM
211
F.L. Putnam Investment Management
Massachusetts
$5.17M +$3.22M +9,204 +168%
BB
212
Busey Bank
Illinois
$5.09M +$210K +600 +4%
AIP
213
Ameritas Investment Partners
Nebraska
$5.03M +$2M +5,700 +67%
RTS
214
Round Table Services
New Jersey
$5.02M +$61.3K +175 +1%
Legal & General Group
215
Legal & General Group
United Kingdom
$5M
DPI
216
Diversified Portfolios Inc
Michigan
$5M -$90K -257 -2%
ATFA
217
All Terrain Financial Advisors
Minnesota
$4.99M -$44.5K -127 -0.9%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$4.96M -$215M -614,624 -98%
FAAS
219
First Allied Advisory Services
California
$4.96M +$306K +874 +7%
FCBT
220
First Citizens Bank & Trust
North Carolina
$4.93M +$4.2K +12 +0.1%
MPPLM
221
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.93M +$275K +785 +6%
BOTW
222
Bank of the West
California
$4.91M -$182K -519 -4%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$4.9M -$144K -411 -3%
VFPI
224
Vantage Financial Partners (Illinois)
Illinois
$4.88M +$166K +475 +4%
TNBTD
225
Trustmark National Bank Trust Department
Mississippi
$4.85M -$190K -543 -4%