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SPDR S&P MidCap 400 ETF Trust

1,093 hedge funds and large institutions have $12.1B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 275 increasing their positions, 418 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
17.3%
Holding in Top 10
69
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.17%
% of All Funds
1.09%
New
72
Increased
275
Reduced
418
Closed
86
Calls
$492M
Puts
$264M
Net Calls
+$229M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
976
Vision Capital Management
Oregon
$201K
EP
977
EPIQ Partners
Minnesota
$201K
BHTS
978
Bar Harbor Trust Services
Maine
$201K
EWM
979
EPG Wealth Management
Georgia
$200K +$200K +409 New
PWP
980
Pursue Wealth Partners
California
$191K
FAG
981
Fortitude Advisory Group
Washington
$187K +$50.1K +102 +37%
EI
982
Ellevest Inc
New York
$180K
BC
983
Blackhill Capital
New Jersey
$172K
TSWM
984
Tyler-Stone Wealth Management
Ohio
$164K
CIA
985
Cascade Investment Advisors
Oregon
$162K +$63.8K +130 +65%
FF
986
FourThought Financial
Florida
$159K +$159K +325 New
WAS
987
Winch Advisory Services
Wisconsin
$156K
TFP
988
Tilia Fiduciary Partners
North Carolina
$154K -$7.87K -16 -5%
SAM
989
Securian Asset Management
Minnesota
$147K +$147K +300 New
SIC
990
SJS Investment Consulting
Ohio
$128K
JGIA
991
Jackson Grant Investment Advisers
Connecticut
$127K +$492 +1 +0.4%
EWM
992
Evermay Wealth Management
Virginia
$123K
ACM
993
AUA Capital Management
Pennsylvania
$123K +$123K +250 New
BBPWM
994
Blue Bell Private Wealth Management
Pennsylvania
$122K
CIM
995
Contravisory Investment Management
Massachusetts
$121K +$1.47K +3 +1%
S
996
SignatureFD
Georgia
$116K +$19.2K +39 +20%
MMG
997
Monetary Management Group
Missouri
$113K
BA
998
Bivin & Associates
Oklahoma
$109K
WIM
999
Westside Investment Management
California
$109K
TIM
1000
Tortoise Investment Management
New York
$108K +$49.1K +100 +83%