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State Street SPDR Portfolio S&P 400 Mid Cap ETF

132 hedge funds and large institutions have $395M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

215% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 20

53% more capital invested

Capital invested by funds: $257M → $395M (+$138M)

23% more funds holding

Funds holding: 107132 (+25)

5.16% more ownership

Funds ownership: 46.08%51.24% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
132
Holders Change
+25
Holders Change %
+23.36%
% of All Funds
3.02%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
34
Increased
63
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$1.2M +$72K +2,093 +6%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.2M +$966K +28,084 +437%
AI
53
Atria Investments
North Carolina
$1.17M +$56.7K +1,649 +5%
AWA
54
Arete Wealth Advisors
Illinois
$1.1M +$1.09M +31,643 New
CM
55
Churchill Management
California
$1.1M +$393K +11,430 +57%
GF
56
Goodman Financial
Texas
$1.08M +$91.6K +2,663 +9%
VIM
57
Vista Investment Management
Pennsylvania
$968K +$117K +3,412 +14%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$952K +$939K +27,291 New
SPIA
59
Steward Partners Investment Advisory
New York
$921K +$822K +23,909 +954%
FC
60
Financial Consulate
Maryland
$900K -$148K -4,289 -14%
SMFS
61
Squar Milner Financial Services
California
$831K +$521K +15,158 +175%
TRCT
62
Tower Research Capital (TRC)
New York
$823K -$1.16M -33,598 -59%
CS
63
Credit Suisse
Switzerland
$796K +$785K +22,815 New
B
64
Brightworth
Georgia
$751K +$114K +3,300 +18%
CIAS
65
Capital Investment Advisory Services
North Carolina
$744K +$150K +4,369 +26%
GSC
66
G&S Capital
Colorado
$696K +$26K +755 +4%
WP
67
WealthSource Partners
California
$668K -$273K -7,947 -29%
FC
68
Forte Capital
New York
$646K +$74.9K +2,179 +13%
CI
69
CX Institutional
Indiana
$595K +$587K +17,053 New
Wells Fargo
70
Wells Fargo
California
$565K +$143K +4,153 +34%
SMC
71
Smith, Moore & Co
Missouri
$527K
LI
72
LVZ Inc
Michigan
$505K +$103K +2,981 +26%
GLA
73
Great Lakes Advisors
Illinois
$497K +$2.06K +60 +0.4%
GRP
74
Global Retirement Partners
California
$492K -$5.09K -148 -1%
AA
75
Advisory Alpha
Michigan
$475K +$459K +13,343 New