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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 %
EFS
551
Essex Financial Services
Connecticut
$928K +$3.35K +7 +0.4%
PFG
552
Pacific Financial Group
Washington
$925K -$125K -260 -12%
TVAMP
553
Tennessee Valley Asset Management Partners
Tennessee
$925K -$32.6K -68 -3%
LA
554
Lynch & Associates
Indiana
$923K
EAM
555
Evanson Asset Management
California
$921K +$71.8K +150 +8%
MWM
556
Maltin Wealth Management
New Jersey
$919K +$1.92K +4 +0.2%
CIA
557
Choate Investment Advisors
Massachusetts
$919K -$28.7K -60 -3%
FRA
558
Frank Rimerman Advisors
California
$917K -$87.6K -183 -9%
MOS
559
MGO One Seven
Ohio
$913K -$172K -359 -16%
TF
560
Tompkins Financial
New York
$912K
PFO
561
Pathstone Family Office
New Jersey
$910K
PWG
562
Private Wealth Group
Florida
$904K
CIBC World Market
563
CIBC World Market
Ontario, Canada
$903K -$190K -396 -17%
HCM
564
Howland Capital Management
Massachusetts
$902K -$7.69K -16 -0.8%
PP
565
Prosperity Planning
Missouri
$899K -$479 -1 -0.1%
PVI
566
Pine Valley Investments
New Jersey
$894K +$234K +488 +35%
SWA
567
Stratos Wealth Advisors
Ohio
$883K
CB
568
Cadence Bank
Mississippi
$875K +$958 +2 +0.1%
IIM
569
InTrack Investment Management
Vermont
$872K -$9.58K -20 -1%
AMCA
570
Arthur M. Cohen & Associates
Illinois
$871K +$480 +1 +0.1%
BFS
571
Bradley Foster & Sargent
Connecticut
$869K
MC
572
Moors & Cabot
Massachusetts
$867K -$57K -119 -6%
LSIA
573
LaSalle St. Investment Advisors
Illinois
$863K -$3.35K -7 -0.4%
LC
574
LCNB Corp
Ohio
$857K
BWP
575
Baldwin Wealth Partners
Massachusetts
$851K -$2.4K -5 -0.3%