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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 %
TI
551
Truepoint Inc
Ohio
$777K
GLA
552
Great Lakes Advisors
Illinois
$771K -$19.7K -41 -2%
GWM
553
Geneos Wealth Management
Colorado
$771K +$216K +443 +39%
BFG
554
Berger Financial Group
Minnesota
$770K -$4.81K -10 -0.6%
AMM
555
American Money Management
California
$765K +$765K +1,590 New
SF
556
Summit Financial
New Jersey
$761K +$377K +782 +98%
ZCM
557
Ziegler Capital Management
Illinois
$754K
VIM
558
Vista Investment Management
Pennsylvania
$747K -$481 -1 -0.1%
SNT
559
Security National Trust
West Virginia
$746K
AWA
560
Acorn Wealth Advisors
Michigan
$737K -$9.62K -20 -1%
SLWS
561
Swaine & Leidel Wealth Services
Florida
$737K +$737K +1,534 New
GT
562
Greenleaf Trust
Michigan
$735K -$55.3K -115 -7%
AWA
563
Arkadios Wealth Advisors
Georgia
$734K -$90.8K -189 -11%
SIC
564
Samalin Investment Counsel
New York
$734K +$481 +1 +0.1%
BOH
565
Bank of Hawaii
Hawaii
$726K
RCS
566
Retirement Capital Strategies
California
$725K
CA
567
Calton & Associates
Florida
$724K -$1.6M -3,332 -69%
CWM
568
CCG Wealth Management
California
$724K
SAM
569
Seelaus Asset Management
New Jersey
$721K -$15.9K -33 -2%
PMFA
570
Plante Moran Financial Advisors
Michigan
$713K +$187K +387 +36%
MIC
571
Means Investment Company
Maine
$711K +$110K +229 +18%
MC
572
Moors & Cabot
Massachusetts
$710K +$107K +222 +18%
FH
573
FWG Holdings
Florida
$703K +$962 +2 +0.1%
MIG
574
McGuire Investment Group
Rhode Island
$699K -$3.37K -7 -0.5%
IFWM
575
Institute for Wealth Management
Colorado
$697K