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SPDR S&P MidCap 400 ETF Trust

1,045 hedge funds and large institutions have $9.54B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 283 increasing their positions, 339 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+11
Holders Change %
+1.06%
% of All Funds
18.07%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.16%
New
85
Increased
283
Reduced
339
Closed
61
Calls
$575M
Puts
$384M
Net Calls
+$191M
Net Calls Change
-$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
401
Leavell Investment Management
Alabama
$1.57M
EW
402
Element Wealth
Mississippi
$1.56M +$49K +122 +3%
JWCA
403
J.W. Cole Advisors
Florida
$1.56M -$20.1K -50 -1%
VWM
404
Venturi Wealth Management
Texas
$1.55M
PFO
405
Pathstone Family Office
New Jersey
$1.54M +$757K +1,884 +96%
IFS
406
Intelligent Financial Strategies
Minnesota
$1.54M
XF
407
XML Financial
Maryland
$1.54M -$8.03K -20 -0.5%
RSS
408
Rosenblum Silverman Sutton
California
$1.54M -$132K -328 -8%
KLI
409
Kelman-Lazarov Inc
Tennessee
$1.53M -$803 -2 -0.1%
JPG
410
Jordan Park Group
California
$1.53M
MGIA
411
Moneta Group Investment Advisors
Missouri
$1.53M -$115K -286 -7%
CGIM
412
Cannon Global Investment Management
Florida
$1.53M +$1.53M +3,800 New
FFS
413
Founders Financial Securities
Maryland
$1.51M +$14.9K +37 +1%
HI
414
Horizon Investments
North Carolina
$1.51M +$14.9K +37 +1%
HTC
415
Haverford Trust Company
Pennsylvania
$1.49M -$5.62K -14 -0.4%
QPW
416
Quantum Private Wealth
Florida
$1.49M
SFMG
417
Sage Financial Management Group
Virginia
$1.49M -$637K -1,587 -30%
LWA
418
Lowe Wealth Advisors
Maryland
$1.49M -$57K -142 -4%
IAG
419
Investment Advisory Group
Massachusetts
$1.48M +$402 +1 +0%
NA
420
NewEdge Advisors
Louisiana
$1.47M -$234K -582 -14%
TFGT
421
TS Financial Group (TSFG)
Illinois
$1.47M -$31.7K -79 -2%
FCH
422
Freestone Capital Holdings
Washington
$1.46M +$73.5K +183 +5%
TIA
423
Tiemann Investment Advisors
California
$1.46M -$3.21K -8 -0.2%
PWM
424
Perigon Wealth Management
California
$1.46M +$804 +2 +0.1%
IIM
425
InTrack Investment Management
Vermont
$1.46M -$305K -758 -17%