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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 %
AWM
1026
Avior Wealth Management
Nebraska
$175K +$34.1K +71 +24%
GC
1027
Garde Capital
Washington
$173K
RAM
1028
Riggs Asset Management
Pennsylvania
$172K -$2.44M -5,098 -93%
BC
1029
Blackhill Capital
New Jersey
$168K
SVCP
1030
Silicon Valley Capital Partners
California
$166K +$479 +1 +0.3%
AIM
1031
Arcadia Investment Management
Michigan
$164K
TSWM
1032
Tyler-Stone Wealth Management
Ohio
$160K +$160K +335 New
SS
1033
Sunbelt Securities
Texas
$159K +$23.9K +50 +18%
JWM
1034
Janiczek Wealth Management
Colorado
$139K
CAM
1035
Columbia Asset Management
Michigan
$134K +$134K +280 New
CIM
1036
Contravisory Investment Management
Massachusetts
$133K +$7.67K +16 +6%
Toronto Dominion Bank
1037
Toronto Dominion Bank
Ontario, Canada
$126K -$471K -984 -79%
JGIA
1038
Jackson Grant Investment Advisers
Connecticut
$126K +$479 +1 +0.4%
SIC
1039
SJS Investment Consulting
Ohio
$125K
RFA
1040
Resurgent Financial Advisors
Georgia
$123K
AIC
1041
Archer Investment Corporation
Indiana
$123K +$123K +256 New
EWM
1042
Evermay Wealth Management
Virginia
$120K
FDCC
1043
Foster Dykema Cabot & Co
Massachusetts
$120K
BBPWM
1044
Blue Bell Private Wealth Management
Pennsylvania
$119K
TFP
1045
Tilia Fiduciary Partners
North Carolina
$114K -$17.3K -36 -13%
ADL
1046
Asset Dedication LLC
California
$113K
MMG
1047
Monetary Management Group
Missouri
$110K
IWP
1048
Icon Wealth Partners
Texas
$108K
TIM
1049
Tortoise Investment Management
New York
$105K
TF
1050
TimeScale Financial
Massachusetts
$101K