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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 %
AI
701
Accredited Investors
Minnesota
$519K
PSF
702
Pacific Sun Financial
California
$518K +$518K +1,130 New
PIM
703
Progressive Investment Management
Oregon
$517K
CAC
704
Certified Advisory Corp
Florida
$513K +$13.9K +29 +3%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$511K -$14.4K -30 -3%
GVAG
706
Great Valley Advisor Group
Delaware
$509K
JFA
707
JNBA Financial Advisors
Minnesota
$509K
AP
708
Appleton Partners
Massachusetts
$508K
Prudential Financial
709
Prudential Financial
New Jersey
$506K +$20.6K +43 +4%
TRIA
710
Trail Ridge Investment Advisors
Colorado
$506K -$27.8K -58 -5%
FWP
711
FAS Wealth Partners
Kansas
$503K
WP
712
WealthShield Partners
North Carolina
$502K
EWM
713
Empirical Wealth Management
Washington
$500K
CSPIA
714
Cary Street Partners Investment Advisory
Virginia
$500K +$27.3K +57 +6%
KOC
715
Koss-Olinger Consulting
Florida
$498K
DIP
716
DT Investment Partners
Pennsylvania
$498K +$498K +1,002 New
FWA
717
FSM Wealth Advisors
Ohio
$497K
AFO
718
Arrowroot Family Office
California
$496K +$8.14K +17 +2%
SWP
719
Strategic Wealth Partners
Ohio
$496K +$8.62K +18 +2%
SPIO
720
Seven Post Investment Office
California
$489K
FHA
721
Flagship Harbor Advisors
Massachusetts
$489K -$479 -1 -0.1%
IWM
722
IHT Wealth Management
Illinois
$487K
BCI
723
Brinker Capital Investments
Pennsylvania
$486K +$16.3K +34 +3%
OPS
724
Orion Portfolio Solutions
Nebraska
$486K +$16.3K +34 +3%
AMBIA
725
Allen Mooney & Barnes Investment Advisors
Georgia
$481K +$25.4K +53 +6%