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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 %
WB
1101
Webster Bank
Connecticut
$26.3K
SF
1102
Safeguard Financial
Wisconsin
$26K +$26K +55 New
EA
1103
Evolution Advisers
Virginia
$25K
RI
1104
Ridgewood Investments
New Jersey
$24.5K
CHC
1105
City Holding Co
West Virginia
$23.9K
First Manhattan
1106
First Manhattan
New York
$23.5K +$18.2K +38 +345%
BHWM
1107
Beaird Harris Wealth Management
Texas
$22K
CWP
1108
Concord Wealth Partners
Virginia
$21.9K
GI
1109
Gradient Investments
Minnesota
$21.6K -$1.44K -3 -6%
BCM
1110
Bourgeon Capital Management
Connecticut
$21.6K
CTWM
1111
Cherry Tree Wealth Management
Minnesota
$21.6K +$21.6K +45 New
National Bank of Canada
1112
National Bank of Canada
Quebec, Canada
$21.5K -$105K -220 -83%
EBA
1113
Eagle Bay Advisors
New York
$20.6K +$20.6K +43 New
TFA
1114
Transamerica Financial Advisors
Florida
$20K
CAL
1115
Capital Analysts LLC
Pennsylvania
$20K
SIS
1116
Sound Income Strategies
Florida
$19.2K -$14.4K -30 -43%
CCM
1117
Chilton Capital Management
Texas
$17.2K
Amundi
1118
Amundi
France
$16.8K
CIA
1119
Cape Investment Advisory
Georgia
$15.3K
BLC
1120
Brown, Lisle/Cummings
Rhode Island
$14.4K
CPG
1121
Cornerstone Planning Group
New Jersey
$14.4K +$14.4K +30 New
FCG
1122
Financial Connections Group
California
$14K
HBW
1123
Hazlett, Burt & Watson
West Virginia
$13K
IWP
1124
IAG Wealth Partners
Wisconsin
$12.5K
CSB
1125
City State Bank
Iowa
$12K