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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 %
CAC
701
Certified Advisory Corp
Florida
$513K +$23.3K +51 +5%
AC
702
Apella Capital
Connecticut
$512K +$68.5K +150 +15%
SIC
703
Samalin Investment Counsel
New York
$512K
PO
704
Private Ocean
California
$511K -$35.6K -78 -7%
Millennium Management
705
Millennium Management
New York
$511K -$9.01M -19,725 -95%
WA
706
Wealth Advisors
California
$510K -$60.3K -132 -11%
KBC
707
Key Bridge Compliance
$509K +$509K +1,114 New
CWM
708
Congress Wealth Management
Massachusetts
$508K -$11.4K -25 -2%
FCB
709
First County Bank
Connecticut
$507K
WP
710
WealthShield Partners
North Carolina
$507K +$28K +61 +6%
WA
711
Wealth Architects
California
$503K
ACM
712
Advisors Capital Management
New Jersey
$501K
BWM
713
Baystate Wealth Management
Massachusetts
$501K +$1.37K +3 +0.3%
LT
714
Legacy Trust
Michigan
$500K -$11.9K -26 -2%
JRP
715
Jasper Ridge Partners
California
$500K
IWC
716
Integrated Wealth Concepts
Massachusetts
$500K +$913 +2 +0.2%
TCOV
717
Trust Company of Vermont
Vermont
$496K +$57.1K +125 +13%
AI
718
Accredited Investors
Minnesota
$495K
PIM
719
Progressive Investment Management
Oregon
$493K
BFEC
720
Benjamin F. Edwards & Company
Missouri
$493K +$6.39K +14 +1%
GCM
721
Glaxis Capital Management
Florida
$491K -$696K -1,525 -59%
TDC
722
Thompson Davis & Co
Virginia
$491K -$43.4K -95 -8%
MC
723
Miramar Capital
Illinois
$489K -$17.4K -38 -3%
KCM
724
Kanawha Capital Management
Virginia
$487K -$13.7K -30 -3%
BFA
725
Bragg Financial Advisors
North Carolina
$487K -$44.3K -97 -8%