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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
QAM
101
QCI Asset Management
New York
$112K
AWM
102
Avior Wealth Management
Nebraska
$96K +$34.2K +994 +57%
WP
103
WealthShield Partners
North Carolina
$87K +$76.6K +2,228 +841%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$77K
DSC
105
Duncker Streett & Co
Missouri
$60K +$10K +291 +20%
IAS
106
INR Advisory Services
Pennsylvania
$52K +$16.3K +473 +47%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50K +$138 +4 +0.3%
AF
108
Advisornet Financial
Minnesota
$49K +$19.8K +575 +70%
GWM
109
Geneos Wealth Management
Colorado
$44K
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$43K +$38.7K +1,125 +1,114%
AIS
111
Accurate Investment Solutions
Pennsylvania
$32K -$4.13M -120,132 -99%
WAM
112
Watermark Asset Management
California
$29K +$103 +3 +0.4%
OIA
113
OneDigital Investment Advisors
Kansas
$28K +$23.7K +690 +645%
AG
114
Advisor Group
Arizona
$27K
ASN
115
Advisory Services Network
Georgia
$27K +$25.6K +743 New
RFC
116
Regions Financial Corp
Alabama
$19K
FHA
117
Flagship Harbor Advisors
Massachusetts
$13K +$13.3K +387 New
Citigroup
118
Citigroup
New York
$12K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$11K
IWMA
120
Ironwood Wealth Management (Arizona)
Arizona
$10K +$9.53K +277 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$7K
S
122
SignatureFD
Georgia
$6K +$6.12K +178 New
JWA
123
JFS Wealth Advisors
Pennsylvania
$4K +$4.13K +120 New
BC
124
Barnett & Company
Tennessee
$4K +$4.2K +122 New
BlackRock
125
BlackRock
New York
$3K