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SPDR S&P MidCap 400 ETF Trust

1,152 hedge funds and large institutions have $12.5B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 400 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
18.37%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.99%
New
65
Increased
296
Reduced
400
Closed
45
Calls
$994M
Puts
$477M
Net Calls
+$518M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
PBF
601
Petix & Botte Financial
California
$749K
AA
602
Alesco Advisors
New York
$748K -$4.11K -9 -0.5%
AP
603
Adero Partners
California
$746K
CCM
604
Coldstream Capital Management
Washington
$742K +$25.6K +56 +4%
GCM
605
Gator Capital Management
Florida
$734K
BFG
606
Berger Financial Group
Minnesota
$733K
ALWM
607
Andrews Lucia Wealth Management
California
$732K +$457 +1 +0.1%
PA
608
Procyon Advisors
Connecticut
$730K
HF
609
Halpern Financial
Virginia
$727K +$114K +250 +19%
CWM
610
Cornerstone Wealth Management
Missouri
$724K -$457 -1 -0.1%
AMM
611
American Money Management
California
$723K
NWMG
612
National Wealth Management Group
Ohio
$721K +$327K +717 +83%
MS
613
Maven Securities
Jersey
$721K +$721K +1,579 New
RFA
614
RTD Financial Advisors
Pennsylvania
$717K
CWA
615
Clearview Wealth Advisors
Oregon
$716K +$716K +1,567 New
CAG
616
Crestwood Advisors Group
Massachusetts
$715K -$267K -585 -27%
DWP
617
Daymark Wealth Partners
Ohio
$712K
TCM
618
Triumph Capital Management
Colorado
$709K +$335K +734 +90%
FBFS
619
First Business Financial Services
Wisconsin
$708K -$37.4K -82 -5%
CCWM
620
Cassaday & Co Wealth Management
Virginia
$706K
V
621
VeraBank
Texas
$706K
ST
622
Sabal Trust
Florida
$701K +$492K +1,077 +235%
VIM
623
Vista Investment Management
Pennsylvania
$697K -$7.31K -16 -1%
BOS
624
Bank of Stockton
California
$697K -$177K -410 -20%
BOH
625
Bank of Hawaii
Hawaii
$690K