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SPDR S&P MidCap 400 ETF Trust

1,034 hedge funds and large institutions have $12.7B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 268 increasing their positions, 367 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+13
Holders Change %
+1.27%
% of All Funds
18.05%
Holding in Top 10
68
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.82%
% of All Funds
1.19%
New
80
Increased
268
Reduced
367
Closed
58
Calls
$146M
Puts
$312M
Net Calls
-$166M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
851
Investment Advisory Services
Texas
$250K +$250K +510 New
OPS
852
Orion Portfolio Solutions
Nebraska
$249K -$488K -996 -66%
PFBT
853
Parkside Financial Bank & Trust
Missouri
$248K +$49.6K +101 +25%
COF
854
Capital One Financial
Virginia
$247K
CAM
855
Congress Asset Management
Massachusetts
$247K +$2.46K +5 +1%
PFG
856
PAX Financial Group
Texas
$246K
FDCC
857
Foster Dykema Cabot & Co
Massachusetts
$246K
FFW
858
Fusion Family Wealth
New York
$246K
CCM
859
Carlson Capital Management
Minnesota
$246K
KL
860
KWMG LLC
Kansas
$245K
HT
861
Heritage Trust
Oklahoma
$244K
BWA
862
BlueSky Wealth Advisors
North Carolina
$243K -$231K -469 -49%
CWM
863
Concentric Wealth Management
California
$243K
WA
864
WP Advisors
California
$242K +$242K +494 New
Kovitz Investment Group Partners
865
Kovitz Investment Group Partners
Illinois
$241K +$241K +490 New
PI
866
PFS Investments
Georgia
$238K -$33.5K -68 -12%
TSS
867
Thomas Story & Son
Indiana
$238K
IWC
868
Integrated Wealth Concepts
Massachusetts
$238K +$4.91K +10 +2%
WAAG
869
Wealth Alliance Advisory Group
Kansas
$237K +$237K +483 New
MOS
870
MGO One Seven
Ohio
$236K +$17.2K +35 +8%
OFS
871
Orrstown Financial Services
Pennsylvania
$231K -$124K -250 -35%
BMM
872
Buffington Mohr McNeal
Idaho
$231K -$52.5K -107 -19%
LSC
873
Lesa Sroufe & Co
Washington
$231K
EHPM
874
Emery Howard Portfolio Management
California
$229K
GFP
875
Gryphon Financial Partners
Ohio
$229K