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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 %
RDWM
776
Red Door Wealth Management
Tennessee
$397K
FBB
777
Fulton Breakefield Broenniman
Maryland
$395K -$18.3K -40 -4%
CPSAC
778
Chas P. Smith & Associates (CPS)
Florida
$394K
WC
779
Weil Company
California
$392K
DWM
780
Denver Wealth Management
Colorado
$392K
Fiera Capital (Canada)
781
Fiera Capital (Canada)
Quebec, Canada
$390K
IRAG
782
Investment Research & Advisory Group
Georgia
$387K
CPA
783
Cardiff Park Advisors
California
$386K +$457 +1 +0.1%
BMCM
784
Bryn Mawr Capital Management
Pennsylvania
$385K -$457 -1 -0.1%
WA
785
WBH Advisory
Maryland
$385K
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$384K -$130K -285 -25%
GT
787
Glenview Trust
Kentucky
$384K +$79.9K +175 +26%
PMG
788
ProVise Management Group
Florida
$383K -$27.9K -61 -7%
VCA
789
Verdence Capital Advisors
Maryland
$383K +$116K +254 +43%
MWA
790
Monograph Wealth Advisors
California
$383K
HIM
791
Harbour Investment Management
Washington
$382K +$382K +833 New
SIC
792
Sigma Investment Counselors
Michigan
$381K
Jennison Associates
793
Jennison Associates
New York
$380K +$380K +833 New
FA
794
Fiduciary Alliance
South Carolina
$378K +$5.02K +11 +1%
AA
795
Ancora Advisors
Ohio
$377K
TP
796
Tranquility Partners
Tennessee
$376K +$162K +355 +76%
SCM
797
Seascape Capital Management
New Hampshire
$374K
CAL
798
Capital Advisors Ltd
Ohio
$374K
LA
799
Lifeworks Advisors
Michigan
$374K -$40.2K -88 -10%
SG
800
StoneX Group
New York
$372K -$11.9K -26 -3%