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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 %
SF
376
Summit Financial
New Jersey
$2.13M -$711K -1,479 -25%
JGC
377
J. Goldman & Co
New York
$2.12M +$2.12M +4,419 New
AIFAIM
378
American Institute for Advanced Investment Management
Arizona
$2.11M -$50.3K -105 -2%
TVWM
379
Tower View Wealth Management
Wisconsin
$2.1M -$291K -608 -12%
ZIC
380
ZWJ Investment Counsel
Georgia
$2.1M -$16.8K -35 -0.8%
GA
381
GFS Advisors
Texas
$2.1M -$1.07M -2,225 -34%
DFG
382
Delta Financial Group
New Jersey
$2.05M +$127K +265 +7%
FPAS
383
Focus Partners Advisor Solutions
Missouri
$2.04M +$517K +1,080 +34%
FANJ
384
Financial Architects (New Jersey)
New Jersey
$2.03M -$11.5K -24 -0.6%
SIC
385
Salem Investment Counselors
North Carolina
$2.02M
GW
386
GW & Wade
Massachusetts
$2M -$9.58K -20 -0.5%
MGIA
387
Moneta Group Investment Advisors
Missouri
$1.99M
EW
388
Element Wealth
Mississippi
$1.99M -$55.1K -115 -3%
TPW
389
Transatlantique Private Wealth
New York
$1.99M
WIC
390
Whitegate Investment Counselors
New Hampshire
$1.99M -$1.61M -3,361 -45%
KTA
391
Keeley-Teton Advisors
Illinois
$1.97M +$26.3K +55 +1%
CA
392
Cambridge Advisors
Nebraska
$1.97M -$23.9K -50 -1%
WC
393
Woodstock Corp
Massachusetts
$1.96M +$41.2K +86 +2%
UB
394
UMB Bank
Missouri
$1.96M -$9.58K -20 -0.5%
CT
395
Cambridge Trust
Massachusetts
$1.96M -$31.1K -65 -2%
TI
396
Tidal Investments
Wisconsin
$1.95M +$1.95M +4,071 New
PIM
397
Penobscot Investment Management
Massachusetts
$1.92M +$4.79K +10 +0.2%
RWP
398
Revolve Wealth Partners
New Jersey
$1.91M -$46.5K -97 -2%
SIA
399
Soltis Investment Advisors
Utah
$1.9M -$158K -330 -8%
GL
400
Graypoint LLC
New York
$1.89M +$312K +652 +20%