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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 %
B
851
Bensler
Washington
$315K
BFC
852
Bedel Financial Consulting
Indiana
$315K
CCA
853
Clearwater Capital Advisors
Illinois
$314K
TC
854
Trust Company
Kansas
$314K
MWM
855
Merriman Wealth Management
Washington
$313K
CWA
856
CM Wealth Advisors
Ohio
$312K
SI
857
Saxon Interests
Texas
$312K
RA
858
Ruggaard & Associates
Ohio
$311K
DL
859
DOHJ LLC
Washington
$311K
MPW
860
Monterey Private Wealth
California
$311K
KAH
861
Kathryn A. Hall
$309K
BTW
862
Boston Trust Walden
Massachusetts
$309K
WSTAM
863
Wilbanks Smith & Thomas Asset Management
Virginia
$308K +$479 +1 +0.2%
CASB
864
Cape Ann Savings Bank
Massachusetts
$307K +$307K +640 New
CC
865
Cadinha & Co
Hawaii
$303K -$23.9K -50 -7%
HWA
866
Heartwood Wealth Advisors
Virginia
$303K
SAM
867
S.A. Mason
Michigan
$303K
NPA
868
Nichols & Pratt Advisers
Massachusetts
$302K
CWP
869
CFM Wealth Partners
Texas
$301K
CFS
870
CRA Financial Services
New Jersey
$301K +$4.79K +10 +2%
SW
871
SteelPeak Wealth
California
$300K -$7.21K -15 -2%
AF
872
Apexium Financial
Texas
$298K -$157K -326 -34%
GPA
873
Guidance Point Advisors
Massachusetts
$298K
SAG
874
Spotlight Asset Group
Illinois
$296K -$2.4K -5 -0.8%
SFM
875
Signet Financial Management
New Jersey
$295K