MDY icon

SPDR S&P MidCap 400 ETF Trust

1,132 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-9
Holders Change %
-0.79%
% of All Funds
18.12%
Holding in Top 10
73
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.19%
% of All Funds
1.17%
New
78
Increased
304
Reduced
414
Closed
68
Calls
$517M
Puts
$413M
Net Calls
+$104M
Net Calls Change
-$47.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NWMG
676
National Wealth Management Group
Ohio
$541K +$81.3K +183 +18%
WP
677
WealthPLAN Partners
Nebraska
$540K +$144K +315 +37%
SG
678
StoneX Group
New York
$538K +$150K +327 +39%
OWP
679
Obermeyer Wealth Partners
Colorado
$535K
BFA
680
Bragg Financial Advisors
North Carolina
$534K -$11K -24 -2%
EWA
681
Encompass Wealth Advisors
Oregon
$532K
SIC
682
Samalin Investment Counsel
New York
$527K -$4.59K -10 -0.9%
P
683
&Partners
Tennessee
$527K
MC
684
Miramar Capital
Illinois
$524K -$91.7K -200 -15%
BFM
685
Broadview Financial Management
Wisconsin
$524K -$53.6K -117 -9%
GAB
686
German American Bancorp
Indiana
$524K
KPWS
687
Kestra Private Wealth Services
Texas
$518K -$13.8K -30 -3%
FNBOO
688
First National Bank of Omaha
Nebraska
$518K
WAS
689
Wealth Advisory Solutions
Indiana
$513K -$917K -2,000 -64%
NHT
690
New Hampshire Trust
New Hampshire
$513K
TRIA
691
Trail Ridge Investment Advisors
Colorado
$511K -$237K -517 -32%
LT
692
Legacy Trust
Michigan
$510K +$22.9K +50 +5%
FCB
693
First County Bank
Connecticut
$509K -$489K -1,067 -49%
WC
694
Weil Company
California
$507K -$1.49M -3,252 -75%
BFEC
695
Benjamin F. Edwards & Company
Missouri
$502K -$36.6K -80 -7%
KCM
696
Kanawha Capital Management
Virginia
$502K -$11.5K -25 -2%
JRP
697
Jasper Ridge Partners
California
$502K
AI
698
Accredited Investors
Minnesota
$497K
Neuberger Berman Group
699
Neuberger Berman Group
New York
$496K -$58.7K -128 -11%
PIM
700
Progressive Investment Management
Oregon
$495K