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SPDR S&P MidCap 400 ETF Trust

1,034 hedge funds and large institutions have $12.7B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 268 increasing their positions, 367 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+13
Holders Change %
+1.27%
% of All Funds
18.05%
Holding in Top 10
68
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.82%
% of All Funds
1.19%
New
80
Increased
268
Reduced
367
Closed
58
Calls
$146M
Puts
$312M
Net Calls
-$166M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
526
Maltin Wealth Management
New Jersey
$924K +$982 +2 +0.1%
BFA
527
Beacon Financial Advisory
Ohio
$922K +$491 +1 +0.1%
PCMC
528
Paragon Capital Management (Colorado)
Colorado
$902K -$2.95K -6 -0.3%
SBIA
529
Sheaff Brock Investment Advisors
Indiana
$900K +$282K +574 +46%
AMCA
530
Arthur M. Cohen & Associates
Illinois
$888K +$491 +1 +0.1%
ZB
531
Zions Bancorporation
Utah
$883K +$753K +1,533 +578%
AA
532
Alesco Advisors
New York
$880K -$57.9K -118 -6%
HPC
533
HM Payson & Co
Maine
$880K -$46.7K -95 -5%
RIL
534
Rothschild Investment LLC
Illinois
$879K
CWM
535
Cornerstone Wealth Management
Missouri
$879K
APW
536
Aurora Private Wealth
New Jersey
$879K +$879K +1,790 New
CWC
537
Carolinas Wealth Consulting
North Carolina
$878K +$492 +1 +0.1%
DSC
538
Duncker Streett & Co
Missouri
$874K +$981 +2 +0.1%
EAM
539
Evanson Asset Management
California
$868K +$982 +2 +0.1%
DIA
540
Dana Investment Advisors
Wisconsin
$863K +$491 +1 +0.1%
VA
541
Valmark Advisers
Ohio
$860K -$26K -53 -3%
NCM
542
Neumann Capital Management
California
$859K
MAFM
543
Mid Atlantic Financial Management
Pennsylvania
$848K +$13.3K +27 +2%
NIM
544
Nicollet Investment Management
Minnesota
$846K
CBN
545
Cadence Bank NA
Texas
$843K
AWA
546
Arkadios Wealth Advisors
Georgia
$843K +$30.4K +62 +4%
HR
547
Hayden Royal
North Carolina
$841K +$10.8K +22 +1%
LA
548
Lynch & Associates
Indiana
$830K -$28K -57 -3%
HFP
549
Holistic Financial Partners
Indiana
$819K +$58.9K +120 +8%
GT
550
Greenleaf Trust
Michigan
$807K -$15.2K -31 -2%