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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
Creative Planning
1
Creative Planning
Kansas
$114M +$107M +3,112,227 +2,077%
SMM
2
Stadion Money Management
Georgia
$84.3M -$5.77M -167,862 -6%
RJA
3
Raymond James & Associates
Florida
$13.2M -$181K -5,272 -1%
RA
4
RFG Advisory
Alabama
$8.89M +$1.12M +32,530 +15%
CAL
5
Capital Analysts LLC
Pennsylvania
$8.48M -$61.7K -1,793 -0.7%
PWA
6
Peterson Wealth Advisors
Utah
$8.48M +$248K +7,209 +3%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$6.88M +$6.79M +197,359 New
UBS Group
8
UBS Group
Switzerland
$6.25M +$4.18M +121,539 +211%
WI
9
WrapManager Inc
California
$5.72M +$624K +18,143 +12%
SAM
10
Stringer Asset Management
Tennessee
$5.56M -$131K -3,799 -2%
WAS
11
Winch Advisory Services
Wisconsin
$5.17M -$257K -7,478 -5%
FI
12
FormulaFolio Investments
Michigan
$5.06M +$782K +22,735 +19%
Morgan Stanley
13
Morgan Stanley
New York
$5M +$2.97M +86,318 +151%
SFG
14
StrategIQ Financial Group
Indiana
$4.96M +$99.7K +2,898 +2%
JWM
15
Jackson Wealth Management
Florida
$4.05M -$244K -7,102 -6%
William Blair & Company
16
William Blair & Company
Illinois
$3.79M -$1.17M -33,950 -24%
Jane Street
17
Jane Street
New York
$3.51M +$1.34M +38,834 +63%
CFGF
18
Compass Financial Group (Florida)
Florida
$3.16M +$121K +3,509 +4%
IA
19
IFP Advisors
Florida
$3.15M +$2.08M +60,372 +202%
CCT
20
Chemung Canal Trust
New York
$3.14M
MFT
21
Moisand Fitzgerald Tamayo
Florida
$3.04M +$60.4K +1,757 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.04M +$260K +7,547 +9%
CF
23
Copperwynd Financial
Arizona
$2.9M +$2.86M +83,094 New
BBA
24
Braun-Bostich & Associates
Pennsylvania
$2.82M +$697K +20,254 +33%
LWA
25
Lenox Wealth Advisors
New York
$2.79M +$2.75M +80,060 New