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SPDR S&P MidCap 400 ETF Trust

1,093 hedge funds and large institutions have $12.1B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 275 increasing their positions, 418 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
17.3%
Holding in Top 10
69
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.17%
% of All Funds
1.09%
New
72
Increased
275
Reduced
418
Closed
86
Calls
$492M
Puts
$264M
Net Calls
+$229M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
301
Summit Wealth Partners
Florida
$3.31M -$21.6K -44 -0.6%
OC
302
Oppenheimer & Co
New York
$3.28M -$109K -223 -3%
Lido Advisors
303
Lido Advisors
California
$3.24M +$722K +1,472 +29%
CFA
304
Camarda Financial Advisors
Florida
$3.23M +$3.23M +6,592 New
BA
305
Bristlecone Advisors
Washington
$3.23M -$2.45K -5 -0.1%
AWM
306
Apollon Wealth Management
South Carolina
$3.22M +$280K +571 +10%
PWP
307
Personal Wealth Partners
Minnesota
$3.2M
NAMP
308
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.2M +$12.3K +25 +0.4%
Millennium Management
309
Millennium Management
New York
$3.2M +$3.2M +6,517 New
SJIM
310
St. Johns Investment Management
Florida
$3.19M -$59.8K -122 -2%
CHJWM
311
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.18M -$40.1K -84 -1%
DI
312
Disciplined Investments
Oklahoma
$3.17M -$62.8K -128 -2%
OPCM
313
Osborne Partners Capital Management
California
$3.15M +$699K +1,425 +29%
TT
314
TI-Trust
Illinois
$3.1M -$42.2K -86 -1%
KFGK
315
Keystone Financial Group (Kentucky)
Kentucky
$3.09M
SC
316
Sepio Capital
Utah
$3.09M
CRIG
317
Charter Research & Investment Group
Connecticut
$3.07M +$45.6K +93 +2%
MWM
318
Meridian Wealth Management
Kentucky
$3.05M -$134K -273 -4%
HCM
319
Highview Capital Management
Illinois
$3.02M -$363K -740 -11%
PAM
320
Pegasus Asset Management
New York
$2.99M -$9.81K -20 -0.3%
BFWA
321
Benchmark Financial Wealth Advisors
Florida
$2.99M -$206K -421 -6%
IWA
322
Intercontinental Wealth Advisors
Texas
$2.97M -$8.34K -17 -0.3%
NGA
323
Naples Global Advisors
Florida
$2.97M -$132K -270 -4%
WPA
324
West Paces Advisors
Georgia
$2.95M -$114K -232 -4%
EDRH
325
Edmond de Rothschild Holding
Switzerland
$2.91M