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SPDR S&P MidCap 400 ETF Trust

1,017 hedge funds and large institutions have $12.3B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 357 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
-17
Holders Change %
-1.64%
% of All Funds
17.86%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.14%
New
57
Increased
258
Reduced
357
Closed
56
Calls
$181M
Puts
$1.6B
Net Calls
-$1.42B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Shares
Change %
SNB
801
Security National Bank
Nebraska
$288K
RWA
802
Ropes Wealth Advisors
Massachusetts
$287K
IP
803
Investment Partners
Ohio
$285K -$4.81K -10 -2%
SI
804
Shaker Investments
Ohio
$285K +$961 +2 +0.3%
KA
805
Kovack Advisors
Florida
$284K +$35.1K +73 +14%
PRWA
806
Platte River Wealth Advisors
Colorado
$281K
PCMK
807
Paragon Capital Management (Kansas)
Kansas
$280K
VCA
808
Verdence Capital Advisors
Maryland
$278K
SAM
809
Summit Asset Management
Tennessee
$278K
TW
810
TrinityPoint Wealth
Connecticut
$277K
P
811
&Partners
Tennessee
$277K
NSB
812
Norway Savings Bank
Maine
$274K
VWA
813
Visionary Wealth Advisors
Illinois
$273K
IIC
814
Integrated Investment Consultants
Michigan
$272K -$481 -1 -0.2%
IP
815
Isthmus Partners
Wisconsin
$272K
SYBT
816
Stock Yards Bank & Trust
Kentucky
$270K
PFGIA
817
Patriot Financial Group Insurance Agency
Massachusetts
$270K
EWM
818
Echo Wealth Management
Minnesota
$270K
ZAM
819
Zevin Asset Management
Massachusetts
$269K
YIA
820
YHB Investment Advisors
Connecticut
$269K +$4.8K +10 +2%
SEP
821
Southland Equity Partners
Missouri
$268K
FMWA
822
Forvis Mazars Wealth Advisors
Missouri
$268K -$19.2K -40 -7%
AC
823
Abbrea Capital
California
$268K +$21.7K +45 +9%
SWM
824
Soundmark Wealth Management
Washington
$267K +$962 +2 +0.4%
PCA
825
Personal Capital Advisors
California
$267K +$57.1K +119 +27%