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SPDR S&P MidCap 400 ETF Trust

1,034 hedge funds and large institutions have $12.7B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 268 increasing their positions, 367 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+13
Holders Change %
+1.27%
% of All Funds
18.05%
Holding in Top 10
68
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.82%
% of All Funds
1.19%
New
80
Increased
268
Reduced
367
Closed
58
Calls
$146M
Puts
$312M
Net Calls
-$166M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
SBH
301
Segall Bryant & Hamill
Illinois
$3.35M -$85.9K -175 -3%
BP
302
Ballentine Partners
Massachusetts
$3.34M
MWM
303
Meridian Wealth Management
Kentucky
$3.34M +$57.5K +117 +2%
SWP
304
Summit Wealth Partners
Florida
$3.34M +$491 +1 +0%
NFP
305
Novak Financial Planning
Maryland
$3.33M -$97.2K -198 -3%
SJIM
306
St. Johns Investment Management
Florida
$3.32M -$29K -59 -0.9%
GAM
307
Gould Asset Management
California
$3.27M +$49.1K +100 +2%
BA
308
Bristlecone Advisors
Washington
$3.25M -$33.4K -68 -1%
DI
309
Disciplined Investments
Oklahoma
$3.23M -$37.3K -76 -1%
PWP
310
Personal Wealth Partners
Minnesota
$3.22M -$68.3K -139 -2%
CHJWM
311
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.21M +$38.1K +80 +1%
NGA
312
Naples Global Advisors
Florida
$3.17M -$491 -1 -0%
CC
313
Courier Capital
New York
$3.15M
NAMP
314
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.12M -$58.9K -120 -2%
KFGK
315
Keystone Financial Group (Kentucky)
Kentucky
$3.1M
SC
316
Sepio Capital
Utah
$3.09M
BFWA
317
Benchmark Financial Wealth Advisors
Florida
$3.09M +$73.2K +149 +2%
WPA
318
West Paces Advisors
Georgia
$3.09M
PAM
319
Pegasus Asset Management
New York
$3.06M -$2.46K -5 -0.1%
IWA
320
Intercontinental Wealth Advisors
Texas
$3.05M -$129K -263 -4%
AF
321
Allworth Financial
California
$3.04M -$249K -508 -8%
HB
322
Homrich & Berg
Georgia
$3M +$574K +1,169 +24%
BRWM
323
B. Riley Wealth Management
Tennessee
$2.98M +$421K +858 +16%
CRIG
324
Charter Research & Investment Group
Connecticut
$2.98M -$20.1K -41 -0.7%
JFG
325
JMG Financial Group
Illinois
$2.94M -$19.6K -40 -0.7%