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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 %
SPWM
651
Schrum Private Wealth Management
Florida
$622K
TWA
652
TCI Wealth Advisors
Arizona
$621K -$1.92K -4 -0.3%
EWA
653
Exencial Wealth Advisors
Oklahoma
$616K
WA
654
Wealth Advisors
California
$612K
GWM
655
GSB Wealth Management
Connecticut
$611K
HP
656
Hyperion Partners
Pennsylvania
$608K -$123K -256 -17%
ME
657
McIlrath & Eck
Washington
$604K -$1.92K -4 -0.3%
ST
658
Smithfield Trust
Pennsylvania
$600K
SPP
659
Single Point Partners
Massachusetts
$598K
SAG
660
SageView Advisory Group
California
$593K +$117K +244 +25%
CCMG
661
Clark Capital Management Group
Pennsylvania
$591K +$19.2K +40 +3%
WWM
662
Western Wealth Management
Colorado
$590K
HWM
663
Hohimer Wealth Management
Washington
$590K -$96.7K -202 -14%
NIM
664
Nicollet Investment Management
Minnesota
$588K
PPW
665
Parcion Private Wealth
Washington
$586K -$323K -675 -36%
ZIM
666
Zacks Investment Management
Illinois
$585K +$141K +295 +32%
SQA
667
Simon Quick Advisors
New Jersey
$584K -$104K -218 -15%
BBA
668
BLB&B Advisors
Pennsylvania
$583K
RGC
669
Roberts, Glore & Co
Illinois
$580K -$7.18K -15 -1%
IAA
670
Independent Advisor Alliance
North Carolina
$575K
PO
671
Private Ocean
California
$573K
DSC
672
Duncker Streett & Co
Missouri
$572K +$958 +2 +0.2%
SBIA
673
Sheaff Brock Investment Advisors
Indiana
$570K
W
674
WorthPointe
California
$568K
CF
675
Centaurus Financial
California
$562K -$1.04M -2,168 -65%