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SPDR S&P MidCap 400 ETF Trust

1,132 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-9
Holders Change %
-0.79%
% of All Funds
18.12%
Holding in Top 10
73
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.19%
% of All Funds
1.17%
New
78
Increased
304
Reduced
414
Closed
68
Calls
$517M
Puts
$413M
Net Calls
+$104M
Net Calls Change
-$47.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AMM
601
American Money Management
California
$726K -$458 -1 -0.1%
BBW
602
Blue Barn Wealth
Utah
$724K -$5.96K -13 -0.8%
RFA
603
RTD Financial Advisors
Pennsylvania
$720K -$10.5K -23 -1%
VA
604
Valmark Advisers
Ohio
$713K +$28.4K +62 +4%
CCWM
605
Cassaday & Co Wealth Management
Virginia
$709K -$5.5K -12 -0.8%
VIM
606
Vista Investment Management
Pennsylvania
$709K -$1.83K -4 -0.3%
V
607
VeraBank
Texas
$708K
SCM
608
Sebold Capital Management
Illinois
$707K -$10.1K -22 -1%
IFWM
609
Institute for Wealth Management
Colorado
$701K +$13.3K +29 +2%
ICG
610
InterOcean Capital Group
Tennessee
$700K
HP
611
Hyperion Partners
Pennsylvania
$700K +$74.3K +162 +12%
AWA
612
Acorn Wealth Advisors
Michigan
$699K -$15.6K -34 -2%
BOH
613
Bank of Hawaii
Hawaii
$692K
RCS
614
Retirement Capital Strategies
California
$689K
BTWM
615
Baker Tilly Wealth Management
Wisconsin
$683K +$371K +810 +119%
FZCM
616
Flynn Zito Capital Management
New York
$681K -$149K -326 -18%
BJL
617
Brighton Jones LLC
Washington
$680K +$105K +228 +18%
OWM
618
Orgel Wealth Management
Wisconsin
$680K -$458 -1 -0.1%
SL
619
Sentinus LLC
Illinois
$677K +$677K +1,476 New
QCG
620
Quadrant Capital Group
Ohio
$673K
VCM
621
Vigilant Capital Management
Maine
$672K +$250K +546 +59%
EW
622
Evoke Wealth
California
$667K
ONST
623
Old North State Trust
North Carolina
$665K
SQA
624
Simon Quick Advisors
New Jersey
$659K +$206K +450 +46%
HWM
625
Hohimer Wealth Management
Washington
$658K -$67.4K -147 -9%