MDY icon

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 %
FTWA
826
Fifth Third Wealth Advisors
Ohio
$356K +$4.57K +10 +1%
TW
827
TrinityPoint Wealth
Connecticut
$355K +$16K +35 +5%
EGA
828
Eagle Global Advisors
Texas
$354K -$2.28K -5 -0.6%
OWA
829
Octavia Wealth Advisors
Ohio
$352K +$97.6K +213 +38%
TA
830
TFG Advisers
Michigan
$352K +$34.2K +75 +11%
PA
831
Parallel Advisors
California
$347K +$87.3K +191 +34%
PTB
832
Pioneer Trust Bank
Oregon
$343K
CT
833
Colonial Trust
South Carolina
$342K
RB
834
Rodgers Brothers
Pennsylvania
$342K
PAMG
835
Patton Albertson Miller Group
Tennessee
$342K
JFG
836
JDM Financial Group
Texas
$338K
RCAG
837
Rehmann Capital Advisory Group
Michigan
$337K -$5.94K -13 -2%
BI
838
Berkeley Inc
Idaho
$336K
BTI
839
Blue Trust Inc
Georgia
$335K
BA
840
Baugh & Associates
Georgia
$334K -$457 -1 -0.1%
JWBC
841
John W. Brooker & Co
California
$334K +$456 +1 +0.1%
GWA
842
GGM Wealth Advisors
Maryland
$333K +$457 +1 +0.1%
UFA
843
US Financial Advisors
Massachusetts
$331K
CFS
844
Commonwealth Financial Services
West Virginia
$331K +$331K +724 New
HC
845
Hoese & Co
Minnesota
$329K
DAS
846
Dynamic Advisor Solutions
Arizona
$327K +$16.9K +37 +5%
OCM
847
One Capital Management
California
$326K
FPW
848
Flagship Private Wealth
Massachusetts
$325K
BIC
849
Beach Investment Counsel
Pennsylvania
$324K
SW
850
SteelPeak Wealth
California
$324K +$37.1K +81 +13%