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SPDR S&P MidCap 400 ETF Trust

1,017 hedge funds and large institutions have $12.3B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 357 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
-17
Holders Change %
-1.64%
% of All Funds
17.86%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.14%
New
57
Increased
258
Reduced
357
Closed
56
Calls
$181M
Puts
$1.6B
Net Calls
-$1.42B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
451
SOL Capital Management
Maryland
$1.37M -$1.44K -3 -0.1%
RFC
452
Regions Financial Corp
Alabama
$1.37M -$251K -521 -15%
MHIC
453
Marble Harbor Investment Counsel
Massachusetts
$1.35M
9WM
454
9258 Wealth Management
Ohio
$1.34M
HR
455
Hardy Reed
Mississippi
$1.33M
DY
456
Dowling & Yahnke
California
$1.31M
LWM
457
Lyell Wealth Management
California
$1.3M -$2.89K -6 -0.2%
TCBWMS
458
Texas Capital Bank Wealth Management Services
Texas
$1.3M -$303K -631 -19%
DWT
459
Dorsey & Whitney Trust
South Dakota
$1.28M
HSA
460
HBK Sorce Advisory
Pennsylvania
$1.27M -$18.8K -39 -1%
PCA
461
Pallas Capital Advisors
Massachusetts
$1.27M +$1.27M +2,410 New
5L
462
55I LLC
Massachusetts
$1.26M +$744K +1,547 +143%
BFA
463
Beaumont Financial Advisors
Massachusetts
$1.24M
TA
464
TruWealth Advisors
Louisiana
$1.23M -$13.9K -29 -1%
BAAM
465
Baker Avenue Asset Management
California
$1.22M -$24K -50 -2%
LWA
466
Lenox Wealth Advisors
New York
$1.22M -$26.5K -55 -2%
ECM
467
ExodusPoint Capital Management
New York
$1.21M +$1.21M +2,505 New
RGC
468
Roberts, Glore & Co
Illinois
$1.2M +$619K +1,288 +106%
Bank of Nova Scotia
469
Bank of Nova Scotia
Ontario, Canada
$1.2M
AIM
470
Aspen Investment Management
Michigan
$1.2M +$9.62K +20 +0.8%
RT
471
Rockland Trust
Massachusetts
$1.2M -$327K -680 -21%
SIC
472
Sigma Investment Counselors
Michigan
$1.18M
GAG
473
GM Advisory Group
New York
$1.18M +$481 +1 +0%
TA
474
Tiedemann Advisors
New York
$1.17M
CSIC
475
Clifford Swan Investment Counsel
California
$1.17M +$78K +150 +7%