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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 %
BCM
726
Brookstone Capital Management
Illinois
$486K -$25.6K -58 -5%
AP
727
Appleton Partners
Massachusetts
$485K
JFA
728
JNBA Financial Advisors
Minnesota
$484K -$1.37K -3 -0.3%
BFG
729
Bleakley Financial Group
New Jersey
$483K -$322K -705 -40%
FWP
730
FAS Wealth Partners
Kansas
$480K +$457 +1 +0.1%
EWM
731
Empirical Wealth Management
Washington
$477K
TRIA
732
Trail Ridge Investment Advisors
Colorado
$475K -$7.31K -16 -2%
KOC
733
Koss-Olinger Consulting
Florida
$475K
Verition Fund Management
734
Verition Fund Management
Connecticut
$474K -$946K -2,072 -67%
BCI
735
Brinker Capital Investments
Pennsylvania
$474K +$10.5K +23 +2%
OPS
736
Orion Portfolio Solutions
Nebraska
$474K +$10.5K +23 +2%
AFO
737
Arrowroot Family Office
California
$473K
SWP
738
Strategic Wealth Partners
Ohio
$473K
GVAG
739
Great Valley Advisor Group
Delaware
$473K -$13.3K -29 -3%
GKIM
740
GW&K Investment Management
Massachusetts
$470K +$301K +660 +178%
BBI
741
Baxter Bros Inc
Connecticut
$467K +$467K +1,023 New
MWM
742
Marion Wealth Management
Pennsylvania
$467K +$229K +502 +96%
SPIO
743
Seven Post Investment Office
California
$466K
FHA
744
Flagship Harbor Advisors
Massachusetts
$466K
FNT
745
First National Trust
Pennsylvania
$463K +$26K +57 +6%
P
746
&Partners
Tennessee
$462K -$62.6K -137 -12%
AMBIA
747
Allen Mooney & Barnes Investment Advisors
Georgia
$459K +$913 +2 +0.2%
DIP
748
DT Investment Partners
Pennsylvania
$458K
GLA
749
Great Lakes Advisors
Illinois
$457K +$914 +2 +0.2%
GL
750
GHE LLC
Tennessee
$457K