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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 %
CA
926
CapWealth Advisors
Tennessee
$258K +$9.58K +20 +4%
RWA
927
Ropes Wealth Advisors
Massachusetts
$258K
PFG
928
Peterson Financial Group
Iowa
$257K -$479 -1 -0.2%
BHIA
929
Birch Hill Investment Advisors
Massachusetts
$257K +$27.8K +58 +12%
MMM
930
Mendel Money Management
Illinois
$256K -$2.4K -5 -0.9%
SIA
931
Schechter Investment Advisors
Michigan
$256K
WA
932
WealthTrust Axiom
Pennsylvania
$255K -$13.9K -29 -5%
PL
933
Plancorp LLC
Missouri
$254K +$254K +530 New
WI
934
Wintrust Investments
Illinois
$253K +$253K +529 New
CS
935
Comerica Securities
Michigan
$252K -$14.4K -30 -5%
EDRIA
936
Edmonds Duncan Registered Investment Advisors
Kansas
$252K
HWP
937
Heritage Wealth Partners
Ohio
$252K +$14.4K +30 +6%
Chevy Chase Trust
938
Chevy Chase Trust
Maryland
$251K -$8.14K -17 -3%
AP
939
Atwood & Palmer
Missouri
$251K +$251K +525 New
BAM
940
Belpointe Asset Management
Nevada
$251K -$1.35M -2,811 -84%
JHCP
941
Jackson Hole Capital Partners
Oklahoma
$250K -$4.79K -10 -2%
TFO
942
Tarbox Family Office
California
$250K
MWM
943
Marion Wealth Management
Pennsylvania
$250K +$479 +1 +0.2%
AWM
944
Aprio Wealth Management
Georgia
$250K
LW
945
Libra Wealth
California
$247K
VWA
946
Visionary Wealth Advisors
Illinois
$246K -$26.8K -56 -10%
IWA
947
Inspirion Wealth Advisors
Illinois
$244K -$39.8K -83 -14%
AWA
948
Arete Wealth Advisors
Illinois
$244K -$20.1K -42 -8%
KL
949
KWMG LLC
Kansas
$243K
APC
950
Asset Planning Corporation
Tennessee
$243K +$479 +1 +0.2%