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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 %
RSS
426
Rosenblum Silverman Sutton
California
$1.73M +$10.5K +22 +0.6%
FCH
427
Freestone Capital Holdings
Washington
$1.7M +$26.3K +55 +2%
TFGT
428
TS Financial Group (TSFG)
Illinois
$1.7M -$25.9K -54 -1%
KC
429
Kingfisher Capital
North Carolina
$1.7M +$2.87K +6 +0.2%
PWM
430
Paulson Wealth Management
Illinois
$1.7M +$204K +425 +14%
CFB
431
Cullen/Frost Bankers
Texas
$1.7M -$479K -1,000 -22%
SB
432
Sunflower Bank
Texas
$1.69M -$386K -805 -19%
DC
433
Darrow Company
Massachusetts
$1.68M -$56.5K -118 -3%
LC
434
Lindbrook Capital
California
$1.67M -$8.62K -18 -0.5%
NL
435
NWAM LLC
Washington
$1.67M +$1.16M +2,425 +228%
MF
436
Meridian Financial
Massachusetts
$1.66M +$1.44K +3 +0.1%
KLI
437
Kelman-Lazarov Inc
Tennessee
$1.65M -$144K -300 -8%
SWM
438
Spire Wealth Management
Virginia
$1.64M -$17.7K -37 -1%
PCP
439
Proficio Capital Partners
Massachusetts
$1.64M
PCMC
440
Paragon Capital Management (Colorado)
Colorado
$1.63M
MIC
441
Meridian Investment Counsel
California
$1.63M -$4.79K -10 -0.3%
TIA
442
Tiemann Investment Advisors
California
$1.63M -$4.79K -10 -0.3%
CPA
443
Capital Planning Advisors
California
$1.62M
KWM
444
Kingsview Wealth Management
Oregon
$1.61M -$26.8K -56 -2%
MCWS
445
McKinley Carter Wealth Services
West Virginia
$1.6M -$19.2K -40 -1%
PAM
446
Private Asset Management
California
$1.58M -$486K -1,015 -24%
PA
447
PFG Advisors
Arizona
$1.58M -$16.3K -34 -1%
RFC
448
Regions Financial Corp
Alabama
$1.57M -$10.5K -22 -0.7%
GAM
449
GEM Asset Management
Michigan
$1.56M +$254K +531 +20%
FMTC
450
Farmers & Merchants Trust Company
California
$1.55M -$5.75K -12 -0.4%