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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 %
LA
751
Lifeworks Advisors
Michigan
$434K
FBB
752
Fulton Breakefield Broenniman
Maryland
$433K -$12K -25 -3%
MMPW
753
Mitchell McLeod Pugh & Williams
Alabama
$433K
PMG
754
ProVise Management Group
Florida
$431K -$3.35K -7 -0.8%
NWMG
755
National Wealth Management Group
Ohio
$420K -$172K -354 -29%
LBC
756
Lowe Brockenbrough & Co
Virginia
$419K
BWL
757
Bogart Wealth LLC
Virginia
$418K
RC
758
Rovin Capital
Arizona
$418K
AWS
759
AJ Wealth Strategies
New York
$417K +$1.44K +3 +0.3%
RDWM
760
Red Door Wealth Management
Tennessee
$416K
CPSAC
761
Chas P. Smith & Associates (CPS)
Florida
$413K -$10.5K -22 -2%
KWA
762
KCS Wealth Advisory
California
$412K +$412K +861 New
WC
763
Weil Company
California
$411K -$118K -247 -22%
DWM
764
Denver Wealth Management
Colorado
$411K
Fiera Capital (Canada)
765
Fiera Capital (Canada)
Quebec, Canada
$409K
IRAG
766
Investment Research & Advisory Group
Georgia
$406K
CPA
767
Cardiff Park Advisors
California
$405K +$479 +1 +0.1%
BMCM
768
Bryn Mawr Capital Management
Pennsylvania
$405K +$82.9K +173 +26%
WA
769
WBH Advisory
Maryland
$404K
RSWM
770
Robertson Stephens Wealth Management
California
$404K -$51.4K -107 -11%
SG
771
StoneX Group
New York
$403K -$160K -333 -28%
FIA
772
Foundations Investment Advisors
Arizona
$402K -$231K -482 -36%
MWA
773
Monograph Wealth Advisors
California
$401K
SIC
774
Sigma Investment Counselors
Michigan
$399K
ACM
775
Ayrshire Capital Management
Connecticut
$399K