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SPDR S&P MidCap 400 ETF Trust

1,093 hedge funds and large institutions have $12.1B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 275 increasing their positions, 418 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
17.3%
Holding in Top 10
69
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.17%
% of All Funds
1.09%
New
72
Increased
275
Reduced
418
Closed
86
Calls
$492M
Puts
$264M
Net Calls
+$229M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
726
Peterson Wealth Management
Nevada
$427K -$237K -484 -36%
CWA
727
Clarus Wealth Advisors
Arizona
$427K +$15.7K +33 +4%
CAG
728
Crestwood Advisors Group
Massachusetts
$426K -$22.1K -45 -5%
OCM
729
One Capital Management
California
$425K
ZCA
730
Zeke Capital Advisors
Pennsylvania
$419K
TC
731
Titleist Capital
Texas
$416K -$211K -430 -34%
ACM
732
Ayrshire Capital Management
Connecticut
$416K
IRAG
733
Investment Research & Advisory Group
Georgia
$416K
AF
734
Aldebaran Financial
$415K -$14.7K -30 -3%
CPA
735
Cardiff Park Advisors
California
$411K +$490 +1 +0.1%
MWA
736
Monograph Wealth Advisors
California
$410K
EGA
737
Eagle Global Advisors
Texas
$410K +$24.6K +50 +6%
WA
738
WBH Advisory
Maryland
$408K -$44K -94 -10%
BI
739
Berkeley Inc
Idaho
$408K
HCMG
740
Howard Capital Management Group
California
$407K +$39.2K +80 +11%
FNT
741
First National Trust
Pennsylvania
$407K +$98.2K +200 +32%
KC
742
Kingfisher Capital
North Carolina
$406K +$981 +2 +0.2%
NB
743
Nicolet Bankshares
Wisconsin
$404K -$1.47K -3 -0.4%
SCM
744
Seascape Capital Management
New Hampshire
$401K
RW
745
REDW Wealth
New Mexico
$400K -$29K -59 -7%
CBB
746
Citizens Business Bank
California
$400K
CIAS
747
Capital Investment Advisory Services
North Carolina
$399K +$1.47K +3 +0.4%
SQA
748
Simon Quick Advisors
New Jersey
$396K -$30.9K -63 -7%
SCM
749
Southport Capital Management
Tennessee
$393K -$1.34M -2,733 -77%
HGERS
750
Householder Group Estate & Retirement Specialist
Arizona
$393K