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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 %
ST
626
Sentinel Trust
Texas
$688K -$1.12M -2,347 -62%
BCA
627
Bay Colony Advisors
Massachusetts
$680K +$3.83K +8 +0.6%
MIG
628
McGuire Investment Group
Rhode Island
$679K
HPA
629
High Probability Advisors
New York
$679K +$51.7K +108 +8%
KPWS
630
Kestra Private Wealth Services
Texas
$676K +$135K +281 +25%
PFA
631
Pettinga Financial Advisors
Indiana
$672K
LG
632
LAM Group
Oregon
$670K
LCM
633
Leisure Capital Management
California
$669K
OWM
634
Orgel Wealth Management
Wisconsin
$666K -$44.5K -93 -6%
PNC
635
Park National Corp
Ohio
$665K -$9.58K -20 -1%
GC
636
Grimes & Company
Massachusetts
$665K
SFA
637
Sequoia Financial Advisors
Ohio
$665K +$13.4K +28 +2%
SCM
638
Sebold Capital Management
Illinois
$661K -$77.6K -162 -10%
FC
639
FCA Corp
Texas
$661K
SAM
640
Seelaus Asset Management
New Jersey
$656K
RRA
641
Round Rock Advisors
Connecticut
$649K +$958 +2 +0.1%
SMWM
642
Silvia McColl Wealth Management
California
$648K
QPWM
643
Quadrant Private Wealth Management
Pennsylvania
$647K +$481 +1 +0.1%
HF
644
Halpern Financial
Virginia
$643K
CCFM
645
Clear Creek Financial Management
Washington
$640K -$3.96M -8,273 -86%
PMFA
646
Plante Moran Financial Advisors
Michigan
$639K -$9.1K -19 -1%
FH
647
FWG Holdings
Florida
$633K
NCM
648
Neumann Capital Management
California
$632K
EG
649
Ellerson Group
Maryland
$628K
SMH
650
Sanders Morris Harris
Texas
$623K