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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 %
PCTC
1101
Perkins Coie Trust Company
Washington
$38.8K
BG
1102
Bollard Group
Massachusetts
$37K
First Manhattan
1103
First Manhattan
New York
$32.9K +$10.5K +23 +47%
AWA
1104
Authentikos Wealth Advisory
California
$32.4K +$32.4K +71 New
CBT
1105
CoreFirst Bank & Trust
Kansas
$32K
AAP
1106
Arax Advisory Partners
Colorado
$29.7K
AFS
1107
Annapolis Financial Services
Maryland
$27.9K
GTAM
1108
Global Trust Asset Management
Florida
$25.6K
PSB
1109
Piscataqua Savings Bank
New Hampshire
$25.6K
WB
1110
Webster Bank
Connecticut
$25.1K
EA
1111
Evolution Advisers
Virginia
$24K
CHC
1112
City Holding Co
West Virginia
$22.8K
NF
1113
Norwood Financial
Pennsylvania
$21.5K -$4.57K -10 -18%
CWP
1114
Concord Wealth Partners
Virginia
$21K
GI
1115
Gradient Investments
Minnesota
$20.6K
CTWM
1116
Cherry Tree Wealth Management
Minnesota
$20.5K
BCM
1117
Bourgeon Capital Management
Connecticut
$20.5K
National Bank of Canada
1118
National Bank of Canada
Quebec, Canada
$20.2K
TFA
1119
Transamerica Financial Advisors
Florida
$19K
CAL
1120
Capital Analysts LLC
Pennsylvania
$19K
HL
1121
HeadInvest LLC
Maine
$18.5K +$18.5K +41 New
Amundi
1122
Amundi
France
$15.6K
CIA
1123
Cape Investment Advisory
Georgia
$14.6K
FCG
1124
Financial Connections Group
California
$14K
BLC
1125
Brown, Lisle/Cummings
Rhode Island
$13.7K