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SPDR S&P MidCap 400 ETF Trust

1,152 hedge funds and large institutions have $12.5B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 400 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
18.37%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.99%
New
65
Increased
296
Reduced
400
Closed
45
Calls
$994M
Puts
$477M
Net Calls
+$518M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
1076
Hollencrest Capital Management
California
$68.5K
NS
1077
NBC Securities
Alabama
$68K +$68K +150 New
MSFP
1078
Mark Sheptoff Financial Planning
Connecticut
$62.1K -$151K -330 -71%
RFG
1079
RFP Financial Group
Georgia
$61.6K
SFA
1080
Semmax Financial Advisors
North Carolina
$59.2K +$59.2K +133 New
SWM
1081
Sugarloaf Wealth Management
Georgia
$57.3K
Toronto Dominion Bank
1082
Toronto Dominion Bank
Ontario, Canada
$56.6K -$63.5K -139 -53%
NOI
1083
Newton One Investments
Delaware
$55K
CH
1084
Canton Hathaway
Rhode Island
$53K
Jones Financial Companies
1085
Jones Financial Companies
Missouri
$49.3K
CTB
1086
Country Trust Bank
Illinois
$49.3K
TCM
1087
TD Capital Management
Tennessee
$46K -$13.2K -29 -22%
CYG
1088
Clean Yield Group
Vermont
$45.7K
CTA
1089
Colonial Trust Advisors
South Carolina
$45.7K
SFFS
1090
Stonehage Fleming Financial Services
Jersey
$45.7K
AIM
1091
Anchor Investment Management
South Carolina
$45.7K
FCA
1092
FinTrust Capital Advisors
South Carolina
$45.7K +$45.7K +100 New
CG
1093
Cutler Group
California
$45K -$135K -300 -75%
ICM
1094
Islay Capital Management
Texas
$44.8K -$1.37K -3 -3%
RFA
1095
Register Financial Advisors
Georgia
$42.6K
S
1096
SignatureFD
Georgia
$42.5K
NFSG
1097
Newbridge Financial Services Group
Florida
$41.2K +$33.8K +74 +463%
AF
1098
Advisornet Financial
Minnesota
$41.1K
FCT
1099
First Community Trust
Iowa
$41.1K
OP
1100
ORG Partners
Indiana
$39.5K