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SPDR S&P MidCap 400 ETF Trust

1,148 hedge funds and large institutions have $11.8B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 406 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+16
Holders Change %
+1.41%
% of All Funds
18.1%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.1%
New
71
Increased
282
Reduced
406
Closed
50
Calls
$882M
Puts
$490M
Net Calls
+$391M
Net Calls Change
+$287M
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
276
AMG National Trust Bank
Colorado
$4.02M +$92.9K +194 +2%
HCM
277
Highview Capital Management
Illinois
$4M -$7.18K -15 -0.2%
SWM
278
Segment Wealth Management
Texas
$3.96M -$4.79K -10 -0.1%
BC
279
Barrett & Company
Rhode Island
$3.89M -$32.1K -67 -0.8%
CGH
280
CMG Global Holdings
Texas
$3.85M -$479 -1 -0%
BFWA
281
Benchmark Financial Wealth Advisors
Florida
$3.85M -$138K -288 -3%
ATPW
282
Ashton Thomas Private Wealth
Arizona
$3.81M +$303K +632 +9%
CIC
283
Chilton Investment Company
Connecticut
$3.72M
RMDI
284
R.M. Davis Inc
Maine
$3.72M -$95.8K -200 -3%
STC
285
Sarah T. Connolly
$3.7M
RIG
286
Renaissance Investment Group
Massachusetts
$3.7M -$82.4K -172 -2%
EDRH
287
Edmond de Rothschild Holding
Switzerland
$3.69M -$106K -221 -3%
MMHP
288
Murphy Middleton Hinkle & Parker
Georgia
$3.66M -$33K -69 -0.9%
IAS
289
Insigneo Advisory Services
Florida
$3.59M +$131K +273 +4%
TT
290
TI-Trust
Illinois
$3.59M +$87.2K +182 +2%
LWM
291
Lionsbridge Wealth Management
Florida
$3.58M +$889K +1,857 +33%
SYBT
292
Stock Yards Bank & Trust
Kentucky
$3.58M -$40.7K -85 -1%
OIA
293
OneDigital Investment Advisors
Kansas
$3.55M -$10.1K -21 -0.3%
USB
294
Union Savings Bank
Connecticut
$3.53M +$3.53M +7,084 New
BRG
295
Bay Rivers Group
Virginia
$3.52M +$137K +286 +4%
HI
296
Harbour Investments
Wisconsin
$3.49M -$948K -1,979 -21%
LNWWM
297
Laird Norton Wetherby Wealth Management
California
$3.48M -$57.5K -120 -2%
G
298
GenTrust
Florida
$3.47M -$360K -749 -9%
GAM
299
Gould Asset Management
California
$3.39M -$7.18K -15 -0.2%
LIM
300
Leavell Investment Management
Alabama
$3.38M +$1.25M +2,605 +59%