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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 %
WP
401
WealthSpring Partners
California
$1.88M -$381K -796 -17%
HIS
402
Harvest Investment Services
Illinois
$1.87M +$694K +1,450 +59%
FCBT
403
First Citizens Bank & Trust
North Carolina
$1.86M +$309K +646 +20%
SFG
404
Sovereign Financial Group
Connecticut
$1.86M +$1.44K +3 +0.1%
CWM
405
ClientFirst Wealth Management
Arkansas
$1.85M
IFS
406
Intelligent Financial Strategies
Minnesota
$1.85M +$1.92K +4 +0.1%
ASN
407
Advisory Services Network
Georgia
$1.85M +$154K +322 +9%
CG
408
Caprock Group
Idaho
$1.84M
JPG
409
Jordan Park Group
California
$1.82M
NB
410
Northwest Bancshares
Pennsylvania
$1.82M -$90K -188 -5%
Man Group
411
Man Group
United Kingdom
$1.82M +$1.82M +3,804 New
FA
412
Flagstar Advisors
New York
$1.81M -$104K -216 -5%
CWM
413
Compass Wealth Management
Connecticut
$1.81M -$2.87K -6 -0.2%
OSNBOA
414
Old Second National Bank of Aurora
Illinois
$1.8M -$2.87K -6 -0.2%
CS
415
Crescent Sterling
Louisiana
$1.8M +$265K +553 +17%
OFG
416
Oxford Financial Group
Indiana
$1.8M +$180K +376 +11%
WCM
417
WealthBridge Capital Management
Ohio
$1.79M +$62.3K +130 +4%
LWA
418
Lowe Wealth Advisors
Maryland
$1.77M -$23K -48 -1%
WB
419
WesBanco Bank
West Virginia
$1.76M +$275K +574 +19%
FFN
420
Focus Financial Network
Minnesota
$1.76M -$102K -213 -6%
IAG
421
Investment Advisory Group
Massachusetts
$1.75M -$8.62K -18 -0.5%
QPW
422
Quantum Private Wealth
Florida
$1.75M
XF
423
XML Financial
Maryland
$1.74M -$44.1K -92 -2%
CWP
424
Cyndeo Wealth Partners
Florida
$1.74M -$35.9K -75 -2%
1IA
425
1834 Investment Advisors
Wisconsin
$1.74M -$234K -489 -12%