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SPDR S&P MidCap 400 ETF Trust

1,034 hedge funds and large institutions have $12.7B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 268 increasing their positions, 367 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+13
Holders Change %
+1.27%
% of All Funds
18.05%
Holding in Top 10
68
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.82%
% of All Funds
1.19%
New
80
Increased
268
Reduced
367
Closed
58
Calls
$146M
Puts
$312M
Net Calls
-$166M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
LBC
676
Lowe Brockenbrough & Co
Virginia
$433K
BI
677
Berkeley Inc
Idaho
$430K
OCM
678
One Capital Management
California
$429K
PFA
679
Plotkin Financial Advisors
Maryland
$428K +$212K +432 +98%
RW
680
REDW Wealth
New Mexico
$428K -$3.44K -7 -0.8%
ACM
681
Ayrshire Capital Management
Connecticut
$428K
TCWA
682
Ten Capital Wealth Advisors
Washington
$427K -$109K -221 -20%
SC
683
Scotia Capital
Ontario, Canada
$422K +$147K +300 +54%
NSAM
684
North Star Asset Management
Wisconsin
$417K -$48.6K -99 -10%
BAIA
685
Bel Air Investment Advisors
California
$417K +$417K +850 New
IRAG
686
Investment Research & Advisory Group
Georgia
$416K
Chevy Chase Trust
687
Chevy Chase Trust
Maryland
$415K -$217K -443 -34%
SFM
688
Signet Financial Management
New Jersey
$413K +$10.8K +22 +3%
ARC
689
Advisor Resource Council
Texas
$409K +$409K +832 New
NB
690
Nicolet Bankshares
Wisconsin
$406K
GIA
691
Gladstone Institutional Advisory
Florida
$406K +$49.2K +100 +14%
RWP
692
RWA Wealth Partners
Massachusetts
$404K -$48.1K -98 -11%
KC
693
Kingfisher Capital
North Carolina
$404K -$24.1K -49 -6%
CIAS
694
Capital Investment Advisory Services
North Carolina
$403K +$39.8K +81 +11%
SCM
695
Seascape Capital Management
New Hampshire
$402K
CBB
696
Citizens Business Bank
California
$400K
WP
697
WealthPLAN Partners
Nebraska
$397K +$4.99K +10 +1%
RIM
698
Rockbridge Investment Management
New York
$397K +$393K +800 +10,000%
RPGK
699
Retirement Planning Group (Kansas)
Kansas
$396K
SQA
700
Simon Quick Advisors
New Jersey
$396K