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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 %
MG
976
Mather Group
Illinois
$225K
RA
977
Rodgers & Associates
Pennsylvania
$225K
LSC
978
Lesa Sroufe & Co
Washington
$225K
TP
979
Tranquility Partners
Tennessee
$225K
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$223K
NIM
981
Northeast Investment Management
Massachusetts
$223K +$6.23K +13 +3%
AIM
982
Aspen Investment Management
Michigan
$222K
RA
983
Rise Advisors
New York
$222K +$11K +23 +5%
CWM
984
Concentric Wealth Management
California
$220K
WA
985
Wambolt & Associates
Colorado
$220K
IAS
986
Investment Advisory Services
Texas
$220K
GSIAS
987
Garden State Investment Advisory Services
New Jersey
$220K +$220K +458 New
PVH
988
Psagot Value Holdings
Israel
$220K -$136K -286 -38%
SWM
989
Soundmark Wealth Management
Washington
$220K +$479 +1 +0.2%
HIA
990
Harbor Investment Advisory
Maryland
$220K
ST
991
Sabal Trust
Florida
$220K +$220K +459 New
EF
992
Exeter Financial
Arizona
$219K
HT
993
Heritage Trust
Oklahoma
$219K
EWM
994
Echo Wealth Management
Minnesota
$218K
AT
995
American Trust
Kentucky
$217K -$2.88K -6 -1%
TWM
996
Tradition Wealth Management
Minnesota
$217K -$46.1K -96 -18%
AG
997
Ascent Group
Virginia
$216K -$3.91K -8 -2%
BHIC
998
Bassett Hargrove Investment Counsel
Delaware
$216K
LWANC
999
Laurel Wealth Advisors (North Carolina)
North Carolina
$216K
WIM
1000
Westside Investment Management
California
$216K