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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 %
PPW
676
Parcion Private Wealth
Washington
$559K
BAM
677
Belpointe Asset Management
Nevada
$557K +$318K +696 +133%
SQA
678
Simon Quick Advisors
New Jersey
$556K
RGC
679
Roberts, Glore & Co
Illinois
$553K
ST
680
Sentinel Trust
Texas
$549K -$107K -234 -16%
IAA
681
Independent Advisor Alliance
North Carolina
$548K
AssetMark Inc
682
AssetMark Inc
California
$546K +$471K +1,032 +629%
EWA
683
Exencial Wealth Advisors
Oklahoma
$546K -$41.1K -90 -7%
DSC
684
Duncker Streett & Co
Missouri
$546K
DADC
685
D.A. Davidson & Co
Montana
$545K -$2.37M -5,197 -81%
SBIA
686
Sheaff Brock Investment Advisors
Indiana
$544K
HWM
687
Hohimer Wealth Management
Washington
$540K -$22.8K -50 -4%
WP
688
WealthPLAN Partners
Nebraska
$536K +$1.83K +4 +0.3%
WWM
689
Western Wealth Management
Colorado
$534K -$28.8K -63 -5%
OWP
690
Obermeyer Wealth Partners
Colorado
$533K
KWM
691
Kaydan Wealth Management
Michigan
$530K -$5.48K -12 -1%
EWA
692
Encompass Wealth Advisors
Oregon
$530K
W
693
WorthPointe
California
$529K -$12.3K -27 -2%
BFM
694
Broadview Financial Management
Wisconsin
$525K +$1.83K +4 +0.3%
GAB
695
German American Bancorp
Indiana
$522K
RG
696
Rathbones Group
United Kingdom
$521K +$63.9K +140 +14%
BBA
697
BLB&B Advisors
Pennsylvania
$519K -$37K -81 -7%
IWM
698
IHT Wealth Management
Illinois
$519K +$53.9K +118 +12%
NHT
699
New Hampshire Trust
New Hampshire
$518K +$13.7K +30 +3%
PSF
700
Pacific Sun Financial
California
$516K