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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 %
OPCM
401
Osborne Partners Capital Management
California
$1.97M +$216K +440 +12%
WCM
402
Wunderlich Capital Managemnt
Tennessee
$1.96M +$17.2K +35 +0.9%
MGIA
403
Moneta Group Investment Advisors
Missouri
$1.95M +$24.1K +49 +1%
CG
404
Caprock Group
Idaho
$1.94M +$1.5M +3,050 +347%
AIC
405
Ameritas Investment Company
Nebraska
$1.93M +$504K +936 +35%
BRWA
406
B. Riley Wealth Advisors
Florida
$1.92M +$302K +618 +19%
SG
407
StoneX Group
New York
$1.92M +$215K +438 +13%
LWCFA
408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.92M +$246K +501 +15%
BHB
409
Bank Hapoalim BM
Israel
$1.89M -$7.93M -25,844 -81%
KPCM
410
Kings Point Capital Management
New York
$1.88M
MCM
411
Maryland Capital Management
Maryland
$1.87M -$128K -260 -6%
ASN
412
Advisory Services Network
Georgia
$1.85M -$1.23M -2,499 -40%
LIM
413
Leavell Investment Management
Alabama
$1.85M
HTC
414
Haverford Trust Company
Pennsylvania
$1.85M
CFC
415
Coyle Financial Counsel
Illinois
$1.84M -$39.3K -80 -2%
IIM
416
InTrack Investment Management
Vermont
$1.84M +$103K +212 +6%
EWA
417
EP Wealth Advisors
California
$1.84M -$12.8K -26 -0.7%
TFGT
418
TS Financial Group (TSFG)
Illinois
$1.83M
MWPCG
419
Measured Wealth Private Client Group
New Hampshire
$1.83M -$180K -366 -9%
MFG
420
Merit Financial Group
Georgia
$1.82M
SWA
421
SOA Wealth Advisors
New York
$1.8M -$167K -341 -9%
XF
422
XML Financial
Maryland
$1.79M +$24.5K +50 +1%
MLL
423
Moody Lynn & Lieberson
Massachusetts
$1.79M -$17.7K -36 -1%
OFG
424
Oxford Financial Group
Indiana
$1.77M +$344K +700 +24%
CW
425
CreativeOne Wealth
Kansas
$1.75M -$17.7K -36 -1%