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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
FFA
76
Fragasso Financial Advisors
Pennsylvania
$464K +$457K +13,295 New
FA
77
FDx Advisors
Illinois
$451K -$141K -4,111 -24%
HH
78
Hilltop Holdings
Texas
$414K -$6.43M -187,071 -94%
PFM
79
Parsec Financial Management
North Carolina
$404K +$398K +11,584 New
LNC
80
Lincoln National Corp
Pennsylvania
$379K +$67.3K +1,957 +22%
MSAM
81
Moloney Securities Asset Management
Missouri
$374K +$105K +3,046 +40%
FWM
82
Frontier Wealth Management
Missouri
$346K +$341K +9,910 New
Citadel Advisors
83
Citadel Advisors
Florida
$330K +$326K +9,469 New
DSN
84
D. Scott Neal
Kentucky
$291K +$25.3K +736 +10%
UAS
85
United Asset Strategies
New York
$279K +$17.1K +496 +7%
Mariner
86
Mariner
Kansas
$246K +$242K +7,043 New
SBH
87
Segall Bryant & Hamill
Illinois
$233K
AFP
88
Ausdal Financial Partners
Iowa
$232K +$228K +6,639 New
CCM
89
Coldstream Capital Management
Washington
$229K +$226K +6,579 New
CA
90
Cetera Advisors
Colorado
$228K -$38.2K -1,111 -14%
AMCA
91
Arthur M. Cohen & Associates
Illinois
$228K +$225K +6,544 New
JMPWA
92
JP Morgan Private Wealth Advisors
California
$225K +$222K +6,450 New
CPIG
93
Chicago Partners Investment Group
Illinois
$218K +$215K +6,261 New
CCM
94
Condor Capital Management
New Jersey
$217K +$214K +6,219 New
JIC
95
JRM Investment Counsel
Nebraska
$201K -$268K -7,803 -58%
CF
96
Centaurus Financial
California
$194K +$191K +5,554 New
LFG
97
LifePlan Financial Group
Ohio
$178K +$155K +4,518 +790%
BRC
98
Bell Rock Capital
Delaware
$149K +$59.3K +1,725 +69%
VDFA
99
Vickerman & Driscoll Financial Advisors
Washington
$146K -$516 -15 -0.4%
SFM
100
Signet Financial Management
New Jersey
$145K +$14K +407 +11%