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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 %
DWA
751
Douglass Winthrop Advisors
New York
$457K +$457K +1,000 New
SMWM
752
Silvia McColl Wealth Management
California
$454K -$164K -360 -27%
VBFG
753
Vishria Bird Financial Group
Tennessee
$453K
TWM
754
Tanager Wealth Management
United Kingdom
$453K
LNB
755
Ledyard National Bank
$453K +$105K +230 +30%
CSPIA
756
Cary Street Partners Investment Advisory
Virginia
$452K -$24.7K -54 -5%
BHWM
757
Bar Harbor Wealth Management
New Hampshire
$451K
LRIC
758
Long Road Investment Counsel
Michigan
$450K
CIA
759
Capital Investment Advisors
Georgia
$446K +$446K +976 New
VPP
760
Vertex Planning Partners
Illinois
$440K
GIA
761
Gladstone Institutional Advisory
Florida
$438K -$4.57K -10 -1%
FA
762
Fagan Associates
New York
$435K
ES
763
Eagle Strategies
New York
$433K +$16K +35 +4%
WSFS
764
Wilmington Savings Fund Society
Delaware
$430K -$9.13K -20 -2%
CCM
765
Canal Capital Management
Virginia
$428K
CCFM
766
Clear Creek Financial Management
Washington
$428K -$188K -407 -30%
CFB
767
Cullen/Frost Bankers
Texas
$426K -$1.19M -2,607 -74%
CA
768
CoreCap Advisors
Michigan
$425K +$227K +498 +115%
TAM
769
Trillium Asset Management
Massachusetts
$420K -$4.57K -10 -1%
SFG
770
SevenBridge Financial Group
Pennsylvania
$419K
CIS
771
Connors Investor Services
Pennsylvania
$418K
MMPW
772
Mitchell McLeod Pugh & Williams
Alabama
$413K
LBC
773
Lowe Brockenbrough & Co
Virginia
$400K
RC
774
Rovin Capital
Arizona
$399K
BWL
775
Bogart Wealth LLC
Virginia
$399K