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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 %
RWA
651
River Wealth Advisors
Pennsylvania
$620K -$97.3K -213 -14%
QPWM
652
Quadrant Private Wealth Management
Pennsylvania
$617K +$458 +1 +0.1%
AWA
653
Acorn Wealth Advisors
Michigan
$616K -$71.3K -156 -10%
Thrivent Financial for Lutherans
654
Thrivent Financial for Lutherans
Minnesota
$611K +$418K +916 +217%
SFA
655
Sequoia Financial Advisors
Ohio
$606K -$28.3K -62 -4%
NCM
656
Neumann Capital Management
California
$603K
Prudential Financial
657
Prudential Financial
New Jersey
$602K +$119K +261 +25%
EG
658
Ellerson Group
Maryland
$599K
CF
659
Centaurus Financial
California
$595K +$59.8K +131 +11%
PMFA
660
Plante Moran Financial Advisors
Michigan
$594K -$16K -35 -3%
SMH
661
Sanders Morris Harris
Texas
$594K
SPWM
662
Schrum Private Wealth Management
Florida
$593K
TWA
663
TCI Wealth Advisors
Arizona
$587K -$5.02K -11 -0.8%
AIM
664
Aspen Investment Management
Michigan
$585K +$374K +820 +177%
SI
665
Stephens Inc
Arkansas
$584K -$539K -1,180 -48%
GWM
666
GSB Wealth Management
Connecticut
$582K
HP
667
Hyperion Partners
Pennsylvania
$582K +$1.83K +4 +0.3%
ME
668
McIlrath & Eck
Washington
$576K
ST
669
Smithfield Trust
Pennsylvania
$571K
SPP
670
Single Point Partners
Massachusetts
$570K
OWM
671
Orgel Wealth Management
Wisconsin
$569K -$65.8K -144 -10%
FH
672
FWG Holdings
Florida
$569K
NIM
673
Nicollet Investment Management
Minnesota
$567K +$5.94K +13 +1%
JWM
674
Jackson Wealth Management
Florida
$562K +$562K +1,231 New
LSA
675
L & S Advisors
California
$560K -$139K -305 -20%