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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 %
PO
626
Private Ocean
California
$502K -$8.26K -20 -2%
NIM
627
Nicollet Investment Management
Minnesota
$502K +$414 +1 +0.1%
BFA
628
Bragg Financial Advisors
North Carolina
$501K
EWA
629
Exencial Wealth Advisors
Oklahoma
$498K
AWM
630
Altium Wealth Management
New York
$495K
W
631
WorthPointe
California
$490K -$81K -196 -14%
EWA
632
Encompass Wealth Advisors
Oregon
$480K
GIA
633
Gladstone Institutional Advisory
Florida
$479K -$99.3K -240 -17%
EW
634
Evoke Wealth
California
$477K +$414 +1 +0.1%
GWM
635
Geneos Wealth Management
Colorado
$477K +$1.67K +4 +0.4%
WP
636
WealthShield Partners
North Carolina
$475K
OWP
637
Obermeyer Wealth Partners
Colorado
$474K -$1.65K -4 -0.3%
KCM
638
Kanawha Capital Management
Virginia
$473K
EWM
639
Empirical Wealth Management
Washington
$469K -$13.2K -32 -3%
PSF
640
Pacific Sun Financial
California
$467K
BFS
641
Bickling Financial Services
Massachusetts
$461K +$413 +1 +0.1%
CAC
642
Certified Advisory Corp
Florida
$457K -$80.2K -194 -15%
JRP
643
Jasper Ridge Partners
California
$453K
Walleye Capital
644
Walleye Capital
New York
$452K +$452K +1,092 New
SQA
645
Simon Quick Advisors
New Jersey
$451K +$81.8K +179 +22%
KPWS
646
Kestra Private Wealth Services
Texas
$449K +$2.48K +6 +0.6%
PIM
647
Progressive Investment Management
Oregon
$447K
KOC
648
Koss-Olinger Consulting
Florida
$446K
JFA
649
JNBA Financial Advisors
Minnesota
$445K
BFEC
650
Benjamin F. Edwards & Company
Missouri
$442K +$233K +565 +112%