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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 %
KWM
676
Kaydan Wealth Management
Michigan
$562K -$11.5K -24 -2%
TDC
677
Thompson Davis & Co
Virginia
$560K -$21.6K -45 -4%
WP
678
WealthPLAN Partners
Nebraska
$560K -$3.35K -7 -0.6%
OWP
679
Obermeyer Wealth Partners
Colorado
$559K
BFA
680
Bragg Financial Advisors
North Carolina
$557K
EWA
681
Encompass Wealth Advisors
Oregon
$556K
P
682
&Partners
Tennessee
$550K
BCM
683
Brookstone Capital Management
Illinois
$550K -$20.9K -44 -4%
BFM
684
Broadview Financial Management
Wisconsin
$549K +$1.44K +3 +0.3%
GAB
685
German American Bancorp
Indiana
$547K
CWM
686
Congress Wealth Management
Massachusetts
$544K -$473K -987 -46%
PFGIA
687
Patriot Financial Group Insurance Agency
Massachusetts
$540K +$41.2K +86 +8%
LT
688
Legacy Trust
Michigan
$537K +$4.79K +10 +0.9%
SIC
689
Samalin Investment Counsel
New York
$537K -$13.9K -29 -3%
PWM
690
Peterson Wealth Management
Nevada
$535K +$535K +1,117 New
FCB
691
First County Bank
Connecticut
$532K
MC
692
Miramar Capital
Illinois
$531K -$17.2K -36 -3%
NHT
693
New Hampshire Trust
New Hampshire
$529K -$7.66K -16 -1%
WA
694
Wealth Architects
California
$528K +$14.4K +30 +3%
ACM
695
Advisors Capital Management
New Jersey
$526K +$9.58K +20 +2%
KCM
696
Kanawha Capital Management
Virginia
$525K +$958 +2 +0.2%
JRP
697
Jasper Ridge Partners
California
$524K
BWM
698
Baystate Wealth Management
Massachusetts
$523K -$624K -1,303 -54%
BFC
699
Blue Fin Capital
Rhode Island
$523K +$41.2K +86 +9%
IWC
700
Integrated Wealth Concepts
Massachusetts
$523K +$287K +600 +122%