MDY icon

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 %
PSIWM
451
Paradigm Strategies in Wealth Management
Minnesota
$1.54M -$26.3K -55 -2%
STA
452
Summit Trail Advisors
New York
$1.52M +$740K +1,540 +94%
GAG
453
GM Advisory Group
New York
$1.52M -$92.4K -193 -6%
MC
454
Mathes Company
New York
$1.51M +$1.51M +3,150 New
FFS
455
Founders Financial Securities
Maryland
$1.51M -$106K -221 -7%
IAN
456
Integrated Advisors Network
Texas
$1.49M +$31.1K +65 +2%
Verition Fund Management
457
Verition Fund Management
Connecticut
$1.49M -$3.39M -7,087 -69%
UBV
458
United Bank (Virginia)
Virginia
$1.48M
HI
459
Horizon Investments
North Carolina
$1.48M -$24.9K -52 -2%
LMKC
460
L.M. Kohn & Company
Ohio
$1.48M +$38.8K +81 +3%
AL
461
Aspiriant LLC
California
$1.47M
IAIM
462
International Assets Investment Management
Florida
$1.47M +$165K +345 +13%
EWA
463
EverSource Wealth Advisors
Alabama
$1.46M -$46K -96 -3%
BCG
464
Breakwater Capital Group
New Jersey
$1.46M -$212K -442 -13%
MSAM
465
Moloney Securities Asset Management
Missouri
$1.46M +$123K +256 +9%
SWA
466
SOA Wealth Advisors
New York
$1.46M -$202K -421 -12%
CW
467
CreativeOne Wealth
Kansas
$1.46M -$58.4K -122 -4%
BBNA
468
Bremer Bank National Association
Minnesota
$1.45M -$21.6K -45 -1%
WCM
469
Wunderlich Capital Managemnt
Tennessee
$1.44M -$29.7K -62 -2%
APP
470
Avantax Planning Partners
Iowa
$1.43M -$11K -23 -0.8%
MCM
471
Manchester Capital Management
Vermont
$1.4M
CFC
472
Coyle Financial Counsel
Illinois
$1.39M -$55.1K -115 -4%
PFT
473
Providence First Trust
Arizona
$1.38M +$201K +419 +17%
TA
474
Tiedemann Advisors
New York
$1.37M +$8.65K +18 +0.6%
TPCW
475
TD Private Client Wealth
New York
$1.37M +$170K +356 +14%