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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 %
VFA
826
Valeo Financial Advisors
Indiana
$337K -$12K -25 -3%
BDF
827
Black Diamond Financial
Maryland
$336K
RPGK
828
Retirement Planning Group (Kansas)
Kansas
$336K
AWM
829
Aberdeen Wealth Management
Illinois
$336K
NRG
830
Nemes Rush Group
Michigan
$334K +$334K +697 New
IIA
831
ICW Investment Advisors
Arizona
$333K +$958 +2 +0.3%
CAM
832
Carret Asset Management
New York
$333K +$5.75K +12 +2%
TA
833
TFG Advisers
Michigan
$333K +$958 +2 +0.3%
ZCM
834
Ziegler Capital Management
Illinois
$332K
BAMG
835
Brand Asset Management Group
Missouri
$332K
NAS
836
Nicolet Advisory Services
Wisconsin
$328K +$3.77K +8 +1%
UCB
837
United Community Bank
South Carolina
$328K
OCM
838
Orion Capital Management
California
$327K -$26.8K -56 -8%
DAS
839
Dynamic Advisor Solutions
Arizona
$326K +$326K +680 New
FMII
840
Farmers & Merchants Investments Inc
Nebraska
$323K
EWM
841
Endurance Wealth Management
Rhode Island
$323K
OIA
842
Optimum Investment Advisors
Illinois
$321K
ACA
843
Anchor Capital Advisors
Massachusetts
$321K
JWA
844
JFS Wealth Advisors
Pennsylvania
$320K
BTI
845
Blue Trust Inc
Georgia
$320K +$131K +286 +69%
GWANC
846
Guardian Wealth Advisors (North Carolina)
North Carolina
$319K -$3.36K -7 -1%
GT
847
Glenview Trust
Kentucky
$319K +$52.7K +110 +20%
ACA
848
Aptus Capital Advisors
Alabama
$318K -$3.35K -7 -1%
BWP
849
BSW Wealth Partners
Colorado
$318K
WA
850
Wealth Alliance
New York
$318K