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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 %
FWTB
526
First Western Trust Bank
Colorado
$1.05M
BSA
527
Braun Stacey Associates
New York
$1.04M -$950K -1,984 -48%
WF
528
Warner Financial
Maryland
$1.04M +$479 +1 +0%
HPC
529
HM Payson & Co
Maine
$1.03M -$23.9K -50 -2%
CAG
530
Crestwood Advisors Group
Massachusetts
$1.03M +$714K +1,490 +226%
FWM
531
Forza Wealth Management
Florida
$1.02M -$14.4K -30 -1%
SFB
532
STAR Financial Bank
Indiana
$1.02M -$3.83K -8 -0.4%
AAS
533
Ameritas Advisory Services
Nebraska
$1.02M +$475 +1 +0%
APA
534
Astoria Portfolio Advisors
New York
$1.01M -$985 -2 -0.1%
BFA
535
Beacon Financial Advisory
Ohio
$1.01M +$1.92K +4 +0.2%
NCM
536
NCM Capital Management
New Jersey
$1,000K
FNBOMD
537
First National Bank of Mount Dora
Florida
$992K
TCBWMS
538
Texas Capital Bank Wealth Management Services
Texas
$990K -$49.3K -103 -5%
FFG
539
Frisch Financial Group
New York
$989K +$115K +240 +13%
GWS
540
Glassman Wealth Services
Virginia
$981K
WPIC
541
White Pine Investment Company
Michigan
$981K +$55.1K +115 +6%
CHAM
542
Clear Harbor Asset Management
Connecticut
$973K
BOS
543
Bank of Stockton
California
$971K -$488K -1,020 -33%
RT
544
Rockland Trust
Massachusetts
$967K -$3.35K -7 -0.3%
CSIC
545
Clifford Swan Investment Counsel
California
$964K
LJAC
546
L.J. Altfest & Co
New York
$946K +$21.1K +44 +2%
OFG
547
Omega Financial Group
California
$939K +$23K +48 +3%
BFA
548
Bill Few Associates
Pennsylvania
$932K
EWP
549
Elevation Wealth Partners
California
$931K -$1.92K -4 -0.2%
BBWP
550
Beacon Bridge Wealth Partners
Pennsylvania
$930K -$243K -508 -21%