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SPDR S&P MidCap 400 ETF Trust

1,034 hedge funds and large institutions have $9.9B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 360 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-59
Holders Change %
-5.4%
% of All Funds
17.48%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
1.05%
New
71
Increased
282
Reduced
360
Closed
111
Calls
$496M
Puts
$248M
Net Calls
+$248M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
551
Neumann Capital Management
California
$682K
AP
552
Adero Partners
California
$681K
PFA
553
Pettinga Financial Advisors
Indiana
$669K -$41.4K -100 -6%
HWM
554
Hohimer Wealth Management
Washington
$669K +$413 +1 +0.1%
OWM
555
Orgel Wealth Management
Wisconsin
$668K
TI
556
Truepoint Inc
Ohio
$668K +$413 +1 +0.1%
BFG
557
Berger Financial Group
Minnesota
$663K +$414 +1 +0.1%
5L
558
55I LLC
Massachusetts
$663K +$353K +854 +114%
WS
559
Wedbush Securities
California
$661K +$827 +2 +0.1%
RFA
560
RTD Financial Advisors
Pennsylvania
$659K
AMM
561
American Money Management
California
$657K
PA
562
Procyon Advisors
Connecticut
$657K +$91.4K +221 +16%
LJAC
563
L.J. Altfest & Co
New York
$649K +$24.8K +60 +4%
BCA
564
Bay Colony Advisors
Massachusetts
$648K
V
565
VeraBank
Texas
$648K +$64.1K +155 +11%
ICG
566
InterOcean Capital Group
Tennessee
$646K +$646K +1,563 New
VIM
567
Vista Investment Management
Pennsylvania
$640K
HCM
568
Howland Capital Management
Massachusetts
$636K +$14.9K +36 +2%
SIC
569
Samalin Investment Counsel
New York
$632K
CF
570
Centaurus Financial
California
$631K -$589K -1,425 -48%
AWA
571
Acorn Wealth Advisors
Michigan
$630K -$26.5K -64 -4%
EFS
572
Essex Financial Services
Connecticut
$630K +$116K +281 +23%
SPC
573
Sigma Planning Corp
Michigan
$629K -$135K -327 -18%
BOH
574
Bank of Hawaii
Hawaii
$624K
RCS
575
Retirement Capital Strategies
California
$624K