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SPDR S&P MidCap 400 ETF Trust

1,045 hedge funds and large institutions have $9.54B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 283 increasing their positions, 339 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+11
Holders Change %
+1.06%
% of All Funds
18.07%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.16%
New
85
Increased
283
Reduced
339
Closed
61
Calls
$575M
Puts
$384M
Net Calls
+$191M
Net Calls Change
-$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
876
WealthTrust Axiom
Pennsylvania
$223K
KP
877
Keel Point
Alabama
$223K +$223K +556 New
EWM
878
Echo Wealth Management
Minnesota
$222K -$12.8K -30 -5%
JWA
879
JFS Wealth Advisors
Pennsylvania
$222K
OWA
880
Octavia Wealth Advisors
Ohio
$222K
AT
881
American Trust
Kentucky
$221K -$44.5K -111 -17%
AWA
882
Arete Wealth Advisors
Illinois
$220K -$27.3K -68 -11%
AIM
883
Avity Investment Management
Connecticut
$220K
TWM
884
Tradition Wealth Management
Minnesota
$220K +$402 +1 +0.2%
CC
885
Cadinha & Co
Hawaii
$220K +$220K +548 New
ANBT
886
American National Bank & Trust
Texas
$219K +$219K +544 New
MWPCG
887
Measured Wealth Private Client Group
New Hampshire
$218K
WC
888
Weil Company
California
$217K -$167K -415 -43%
Chevy Chase Trust
889
Chevy Chase Trust
Maryland
$217K -$14K -35 -6%
HNWAG
890
High Net Worth Advisory Group
Florida
$216K -$401 -1 -0.2%
RWA
891
Ropes Wealth Advisors
Massachusetts
$216K
TFO
892
Tarbox Family Office
California
$216K
JHCP
893
Jackson Hole Capital Partners
Oklahoma
$214K
EIP
894
Ellis Investment Partners
Pennsylvania
$214K +$402 +1 +0.2%
AC
895
Arjuna Capital
North Carolina
$214K +$214K +532 New
BHIA
896
Birch Hill Investment Advisors
Massachusetts
$213K
HH
897
Hilltop Holdings
Texas
$212K -$2.81K -7 -1%
BW
898
Bison Wealth
Georgia
$211K -$3.2K -8 -1%
EDRIA
899
Edmonds Duncan Registered Investment Advisors
Kansas
$211K
BFAG
900
Blackston Financial Advisory Group
Florida
$209K +$209K +471 New