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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 %
RRA
601
Round Rock Advisors
Connecticut
$560K
QPWM
602
Quadrant Private Wealth Management
Pennsylvania
$557K
HF
603
Halpern Financial
Virginia
$555K -$6.2K -15 -1%
CCFM
604
Clear Creek Financial Management
Washington
$553K -$79.4K -192 -13%
KWM
605
Kaydan Wealth Management
Michigan
$551K
REMPR
606
Roof Eidam Maycock Peralta (REMP)
California
$551K
TDC
607
Thompson Davis & Co
Virginia
$548K -$191K -462 -26%
MAM
608
Meeder Asset Management
Ohio
$547K -$138K -334 -20%
FAIM
609
Financial Advocates Investment Management
Washington
$547K -$32.3K -78 -6%
SFA
610
Sequoia Financial Advisors
Ohio
$545K
AWS
611
AJ Wealth Strategies
New York
$541K +$827 +2 +0.2%
SMH
612
Sanders Morris Harris
Texas
$537K +$537K +1,300 New
BBA
613
BLB&B Advisors
Pennsylvania
$535K
LRIC
614
Long Road Investment Counsel
Michigan
$531K -$12.4K -30 -2%
SW
615
SteelPeak Wealth
California
$527K +$829 +2 +0.2%
VA
616
Valmark Advisers
Ohio
$523K -$7.03K -17 -1%
CA
617
Claro Advisors
Massachusetts
$522K +$522K +1,262 New
RGC
618
Roberts, Glore & Co
Illinois
$521K -$2.07K -5 -0.4%
AP
619
Appleton Partners
Massachusetts
$518K -$43.4K -105 -8%
SBIA
620
Sheaff Brock Investment Advisors
Indiana
$517K -$10.3K -25 -2%
ST
621
Smithfield Trust
Pennsylvania
$517K +$248K +600 +92%
WA
622
Wealth Advisors
California
$516K
SPP
623
Single Point Partners
Massachusetts
$516K +$33.5K +81 +7%
MC
624
Miramar Capital
Illinois
$514K -$826 -2 -0.2%
LSA
625
L & S Advisors
California
$510K -$265K -642 -34%