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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 %
CPG
1126
Cornerstone Planning Group
New Jersey
$13.7K
HBW
1127
Hazlett, Burt & Watson
West Virginia
$12K
IWP
1128
IAG Wealth Partners
Wisconsin
$11.9K
AF
1129
Arrow Financial
New York
$11.4K
NC
1130
NewSquare Capital
Pennsylvania
$11.4K
CSB
1131
City State Bank
Iowa
$11K
AWM
1132
Activest Wealth Management
Florida
$11K
SFG
1133
Steward Financial Group
Texas
$10K
GWMIA
1134
Global Wealth Management Investment Advisory
Florida
$9.13K
CFG
1135
CKW Financial Group
Hawaii
$9K
RBC
1136
Roble Belko & Company
Pennsylvania
$9K
RDIA
1137
RE Dickinson Investment Advisors
Iowa
$9K
SC
1138
Stephens Consulting
Michigan
$8.68K
LOIP
1139
Live Oak Investment Partners
Texas
$8.68K -$9.1K
VNA
1140
Valley National Advisers
Pennsylvania
$8K
CP
1141
Castleview Partners
Texas
$7.8K +$917 +2 +13%
EBA
1142
Eagle Bay Advisors
New York
$7.76K -$11.9K -26 -60%
GFPC
1143
Global Financial Private Client
Florida
$7.21K
DAM
1144
Delta Asset Management
Tennessee
$6.85K +$6.85K +15 New
SCA
1145
Stonebridge Capital Advisors
Minnesota
$6.39K
NCM
1146
Northwest Capital Management
Oregon
$5.94K
GIA
1147
GHP Investment Advisors
Colorado
$5.35K
VAG
1148
VisionPoint Advisory Group
Texas
$5.02K +$5.02K +11 New
SC
1149
Solstein Capital
California
$4.57K
KFI
1150
Key Financial Inc
Pennsylvania
$4.57K