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SPDR S&P MidCap 400 ETF Trust

1,132 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-9
Holders Change %
-0.79%
% of All Funds
18.12%
Holding in Top 10
73
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.19%
% of All Funds
1.17%
New
78
Increased
304
Reduced
414
Closed
68
Calls
$517M
Puts
$413M
Net Calls
+$104M
Net Calls Change
-$47.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LFS
151
Lutz Financial Services
Nebraska
$9.19M -$6.88K -15 -0.1%
SCM
152
Shapiro Capital Management
Georgia
$9.17M +$9.17M +20,000 New
CA
153
Cetera Advisors
Colorado
$9.16M -$200K -437 -2%
MBTD
154
Mechanics Bank - Trust Department
California
$9.06M -$244K -532 -3%
FMC
155
First Merchants Corp
Indiana
$8.97M -$194K -424 -2%
PP
156
Pegasus Partners
Wisconsin
$8.88M -$394K -860 -4%
BlackRock
157
BlackRock
New York
$8.88M -$10.2M -22,271 -53%
AAS
158
Avantax Advisory Services
Texas
$8.84M -$105K -228 -1%
TCA
159
Trifecta Capital Advisors
Illinois
$8.8M +$45.8K +100 +0.5%
NB
160
NBT Bank
New York
$8.52M +$90.3K +197 +1%
GBT
161
Grove Bank & Trust
Florida
$8.43M -$10.1K -22 -0.1%
KIA
162
KCM Investment Advisors
California
$8.18M +$537K +1,172 +7%
HFAS
163
Hummer Financial Advisory Services
Illinois
$7.8M -$36.8K -80 -0.5%
RhumbLine Advisers
164
RhumbLine Advisers
Massachusetts
$7.75M -$1.05M -2,295 -12%
CFA
165
Capstone Financial Advisors
Illinois
$7.74M +$180K +392 +2%
CS
166
Credit Suisse
Switzerland
$7.71M -$35.3M -77,098 -82%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$7.71M -$72.4K -158 -0.9%
BFM
168
Boston Financial Management
Massachusetts
$7.67M +$91.7K +200 +1%
TF
169
TIAA FSB
Florida
$7.61M -$871K -1,901 -10%
LA
170
Legacy Advisors
Pennsylvania
$7.6M -$441K -961 -5%
RJT
171
Raymond James Trust
Florida
$7.43M +$167K +364 +2%
TC
172
Telemus Capital
Michigan
$7.34M -$187K -409 -2%
TA
173
TKG Advisors
Indiana
$7.28M +$209K +455 +3%
PCA
174
Peddock Capital Advisors
Massachusetts
$7.28M +$602K +1,314 +9%
FTS
175
Fifth Third Securities
Ohio
$7.07M +$327K +714 +5%