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SPDR S&P MidCap 400 ETF Trust

1,017 hedge funds and large institutions have $12.3B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 357 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
-17
Holders Change %
-1.64%
% of All Funds
17.86%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.14%
New
57
Increased
258
Reduced
357
Closed
56
Calls
$181M
Puts
$1.6B
Net Calls
-$1.42B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Shares
Change %
BA
301
Bristlecone Advisors
Washington
$3.17M -$13.9K -29 -0.4%
PWP
302
Personal Wealth Partners
Minnesota
$3.15M
HB
303
Homrich & Berg
Georgia
$3.13M +$188K +392 +6%
NAMP
304
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.1M +$43.3K +90 +1%
SAM
305
Silvercrest Asset Management
New York
$3.1M -$671K -1,395 -18%
BFWA
306
Benchmark Financial Wealth Advisors
Florida
$3.09M +$63K +131 +2%
CC
307
Courier Capital
New York
$3.07M -$10.1K -21 -0.3%
NGA
308
Naples Global Advisors
Florida
$3.06M -$48.1K -100 -2%
IWA
309
Intercontinental Wealth Advisors
Texas
$3.05M +$62.5K +130 +2%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$3.05M +$372K +774 +14%
KFGK
311
Keystone Financial Group (Kentucky)
Kentucky
$3.03M -$1.92K -4 -0.1%
SC
312
Sepio Capital
Utah
$3.03M
WPA
313
West Paces Advisors
Georgia
$3.02M
PAM
314
Pegasus Asset Management
New York
$2.99M -$12K -25 -0.4%
CRIG
315
Charter Research & Investment Group
Connecticut
$2.92M +$3.37K +7 +0.1%
AWM
316
Apollon Wealth Management
South Carolina
$2.87M +$1.33M +2,759 +86%
JFG
317
JMG Financial Group
Illinois
$2.86M -$21.2K -44 -0.7%
BRWM
318
B. Riley Wealth Management
Tennessee
$2.83M -$91.3K -190 -3%
PAM
319
Private Asset Management
California
$2.81M -$16.8K -35 -0.6%
CGPCS
320
Capital Group Private Client Services
California
$2.8M +$2.8M +5,826 New
AIA
321
Avalon Investment & Advisory
Texas
$2.78M +$277K +577 +11%
BFG
322
Baron Financial Group
New Jersey
$2.74M -$132K -274 -5%
EW
323
Element Wealth
Mississippi
$2.72M +$39.9K +83 +1%
WPP
324
Whalerock Point Partners
Rhode Island
$2.72M
SIC
325
Shoker Investment Counsel
Ohio
$2.71M