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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 %
BAMG
851
Brand Asset Management Group
Missouri
$322K +$5.02K +11 +2%
UCB
852
United Community Bank
South Carolina
$322K +$9.59K +21 +3%
VFA
853
Valeo Financial Advisors
Indiana
$321K
BFG
854
Bouchey Financial Group
New York
$321K +$321K +700 New
BDF
855
Black Diamond Financial
Maryland
$321K
AWM
856
Aberdeen Wealth Management
Illinois
$320K
NAS
857
Nicolet Advisory Services
Wisconsin
$319K +$8.47K +19 +3%
CS
858
Cannell & Spears
New York
$319K -$4.57K -10 -1%
IIA
859
ICW Investment Advisors
Arizona
$318K +$914 +2 +0.3%
CAM
860
Carret Asset Management
New York
$317K
NCM
861
Novare Capital Management
North Carolina
$316K -$8.68K -19 -3%
OCM
862
Orion Capital Management
California
$312K
SRC
863
Shufro Rose & Co
New York
$311K -$45.7K -100 -13%
FMII
864
Farmers & Merchants Investments Inc
Nebraska
$308K
CC
865
Cadinha & Co
Hawaii
$307K +$18.3K +40 +6%
ACA
866
Anchor Capital Advisors
Massachusetts
$306K
OIA
867
Optimum Investment Advisors
Illinois
$306K
JWA
868
JFS Wealth Advisors
Pennsylvania
$305K
FFM
869
Forum Financial Management
Illinois
$305K +$39.7K +87 +15%
BWP
870
BSW Wealth Partners
Colorado
$304K
WA
871
Wealth Alliance
New York
$304K
SAM
872
S.A. Mason
Michigan
$301K
B
873
Bensler
Washington
$300K
BFC
874
Bedel Financial Consulting
Indiana
$300K
CCA
875
Clearwater Capital Advisors
Illinois
$300K