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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 %
DIA
576
Dana Investment Advisors
Wisconsin
$847K +$479 +1 +0.1%
BFG
577
Bleakley Financial Group
New Jersey
$844K -$7.66K -16 -0.9%
HSA
578
HBK Sorce Advisory
Pennsylvania
$842K +$5.27K +11 +0.6%
JAG
579
Journey Advisory Group
Kentucky
$839K +$1.92K +4 +0.2%
CWC
580
Carolinas Wealth Consulting
North Carolina
$831K +$479 +1 +0.1%
FMWA
581
Forvis Mazars Wealth Advisors
Missouri
$827K
LPT
582
Legacy Private Trust
Wisconsin
$818K +$20.6K +43 +3%
CIAS
583
Capital Investment Advisory Services
North Carolina
$818K +$528K +1,102 +182%
MKC
584
M. Kraus & Co
Vermont
$814K -$67.5K -141 -8%
AWA
585
Arkadios Wealth Advisors
Georgia
$804K +$1.44K +3 +0.2%
PCM
586
Parsons Capital Management
Rhode Island
$793K -$4.79K -10 -0.6%
SAM
587
Sawgrass Asset Management
Florida
$793K
AA
588
Alesco Advisors
New York
$789K
PBF
589
Petix & Botte Financial
California
$785K +$393K +820 +100%
AWM
590
Axxcess Wealth Management
California
$785K +$22K +46 +3%
AP
591
Adero Partners
California
$783K
FBFS
592
First Business Financial Services
Wisconsin
$782K
ONST
593
Old North State Trust
North Carolina
$775K +$80.4K +168 +12%
GCM
594
Gator Capital Management
Florida
$770K
BFG
595
Berger Financial Group
Minnesota
$769K +$479 +1 +0.1%
ALWM
596
Andrews Lucia Wealth Management
California
$767K -$958 -2 -0.1%
PA
597
Procyon Advisors
Connecticut
$766K
HFP
598
Holistic Financial Partners
Indiana
$766K +$1.44K +3 +0.2%
CWM
599
Cornerstone Wealth Management
Missouri
$759K -$12K -25 -2%
AMM
600
American Money Management
California
$759K