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SPDR S&P MidCap 400 ETF Trust

1,034 hedge funds and large institutions have $12.7B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 268 increasing their positions, 367 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+13
Holders Change %
+1.27%
% of All Funds
18.05%
Holding in Top 10
68
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.82%
% of All Funds
1.19%
New
80
Increased
268
Reduced
367
Closed
58
Calls
$146M
Puts
$312M
Net Calls
-$166M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
MKC
601
M. Kraus & Co
Vermont
$611K
WA
602
Wealth Advisors
California
$610K
EFS
603
Essex Financial Services
Connecticut
$607K
PWM
604
Peterson Wealth Management
Nevada
$607K +$607K +1,237 New
AP
605
Appleton Partners
Massachusetts
$604K +$2.46K +5 +0.4%
IAIM
606
International Assets Investment Management
Florida
$598K -$696K -1,418 -54%
SFG
607
SevenBridge Financial Group
Pennsylvania
$598K
CC
608
Claybrook Capital
Massachusetts
$598K +$598K +1,217 New
RGC
609
Roberts, Glore & Co
Illinois
$597K
EWM
610
Empirical Wealth Management
Washington
$587K
AWM
611
Altium Wealth Management
New York
$587K
SFSIG
612
San Francisco Sentry Investment Group
California
$583K -$29.5K -60 -5%
MAM
613
Meeder Asset Management
Ohio
$581K +$193K +393 +50%
JFA
614
JNBA Financial Advisors
Minnesota
$577K
KCM
615
Kanawha Capital Management
Virginia
$577K
SPP
616
Single Point Partners
Massachusetts
$573K
SFA
617
Sequoia Financial Advisors
Ohio
$568K -$24.5K -50 -4%
BFA
618
Bragg Financial Advisors
North Carolina
$566K +$248K +505 +78%
EW
619
Evoke Wealth
California
$565K
NDSI
620
Newman Dignan & Sheerar Inc
Rhode Island
$564K -$3.93K -8 -0.7%
LRIC
621
Long Road Investment Counsel
Michigan
$562K
FWP
622
FAS Wealth Partners
Kansas
$562K +$49.1K +100 +10%
GWM
623
Geneos Wealth Management
Colorado
$561K -$344K -697 -38%
FEM
624
Fulcrum Equity Management
Texas
$558K +$99.7K +203 +22%
FA
625
Fagan Associates
New York
$555K -$24.6K -50 -4%