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SPDR S&P MidCap 400 ETF Trust

1,093 hedge funds and large institutions have $12.1B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 275 increasing their positions, 418 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
17.3%
Holding in Top 10
69
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.17%
% of All Funds
1.09%
New
72
Increased
275
Reduced
418
Closed
86
Calls
$492M
Puts
$264M
Net Calls
+$229M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Shares
Change %
PO
651
Private Ocean
California
$606K -$2.94K -6 -0.5%
IA
652
IFP Advisors
Florida
$601K +$37.9K +208 +7%
Neuberger Berman Group
653
Neuberger Berman Group
New York
$600K -$49.6K -101 -8%
NIM
654
Nicollet Investment Management
Minnesota
$595K -$19.6K -40 -3%
BFA
655
Bragg Financial Advisors
North Carolina
$594K +$28.9K +59 +5%
DT
656
Diversified Trust
Tennessee
$592K +$91.7K +187 +18%
EWA
657
Exencial Wealth Advisors
Oklahoma
$591K +$49K +100 +9%
AWM
658
Altium Wealth Management
New York
$587K
SPP
659
Single Point Partners
Massachusetts
$572K
EWM
660
Empirical Wealth Management
Washington
$572K +$15.7K +32 +3%
EWA
661
Encompass Wealth Advisors
Oregon
$569K
HPA
662
High Probability Advisors
New York
$568K +$30.5K +62 +6%
EW
663
Evoke Wealth
California
$567K +$493 +1 +0.1%
TCM
664
Triumph Capital Management
Colorado
$565K -$2.15M -4,396 -79%
OWP
665
Obermeyer Wealth Partners
Colorado
$564K +$564K +1,150 New
WP
666
WealthShield Partners
North Carolina
$563K -$479K -975 -46%
KCM
667
Kanawha Capital Management
Virginia
$562K -$9.82K -20 -2%
GWM
668
Geneos Wealth Management
Colorado
$557K -$203K -415 -27%
PSF
669
Pacific Sun Financial
California
$554K
CSPIA
670
Cary Street Partners Investment Advisory
Virginia
$548K +$265K +540 +94%
BFS
671
Bickling Financial Services
Massachusetts
$547K +$981 +2 +0.2%
JRP
672
Jasper Ridge Partners
California
$537K
PIM
673
Progressive Investment Management
Oregon
$530K
KPWS
674
Kestra Private Wealth Services
Texas
$530K +$5.4K +11 +1%
KOC
675
Koss-Olinger Consulting
Florida
$529K +$200K +407 +61%