MDY icon

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 %
IFWM
601
Institute for Wealth Management
Colorado
$758K +$25.9K +54 +4%
RWA
602
River Wealth Advisors
Pennsylvania
$752K -$17.7K -37 -2%
RFA
603
RTD Financial Advisors
Pennsylvania
$752K
CCM
604
Coldstream Capital Management
Washington
$751K -$537K -1,122 -42%
DWP
605
Daymark Wealth Partners
Ohio
$747K +$747K +1,560 New
CCWM
606
Cassaday & Co Wealth Management
Virginia
$740K
V
607
VeraBank
Texas
$740K
VIM
608
Vista Investment Management
Pennsylvania
$739K -$1.44K -3 -0.2%
VA
609
Valmark Advisers
Ohio
$734K -$11K -23 -1%
LSA
610
L & S Advisors
California
$734K +$145K +303 +25%
ICG
611
InterOcean Capital Group
Tennessee
$732K
BOH
612
Bank of Hawaii
Hawaii
$723K
HH
613
Hilltop Holdings
Texas
$721K +$475K +992 +193%
AWA
614
Acorn Wealth Advisors
Michigan
$721K -$9.58K -20 -1%
RCS
615
Retirement Capital Strategies
California
$719K
BJL
616
Brighton Jones LLC
Washington
$715K +$4.79K +10 +0.7%
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$710K -$3.83K -8 -0.5%
KTC
618
Kistler-Tiffany Companies
Pennsylvania
$708K +$708K +1,479 New
TC
619
TownSquare Capital
Utah
$707K +$707K +1,477 New
QCG
620
Quadrant Capital Group
Ohio
$704K
VCM
621
Vigilant Capital Management
Maine
$702K
BBW
622
Blue Barn Wealth
Utah
$700K -$55.5K -116 -7%
EW
623
Evoke Wealth
California
$697K
FZCM
624
Flynn Zito Capital Management
New York
$692K -$19.6K -41 -3%
CWM
625
CCG Wealth Management
California
$688K +$79K +165 +13%