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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.

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 Market Value Shares Shares
Change
Shares
Change %
CS
151
Credit Suisse
Switzerland
$9.46M 20,726 +2,944 +17%
CCFCSB
152
Cape Cod Five Cents Savings Bank
Massachusetts
$9.42M 20,626 +10,153 +97%
AM
153
AGF Management
Ontario, Canada
$9.25M 20,264 -1,450 -7%
EWM
154
Evercore Wealth Management
New York
$9.25M 20,251 -245 -1%
AAS
155
Avantax Advisory Services
Texas
$9.19M 20,115 -557 -3%
ONB
156
Old National Bancorp
Indiana
$9.18M 20,114 -59 -0.3%
JA
157
JVL Associates
Michigan
$9.14M 20,005
LFS
158
Lutz Financial Services
Nebraska
$9.01M 19,734 -311 -2%
BWA
159
Bordeaux Wealth Advisors
California
$8.9M 19,479
MBTD
160
Mechanics Bank - Trust Department
California
$8.89M 19,466 -167 -0.9%
SGCA
161
Steel Grove Capital Advisors
Tennessee
$8.87M 19,427 -7,072 -27%
TCA
162
Trifecta Capital Advisors
Illinois
$8.8M 19,272 +70 +0.4%
FMC
163
First Merchants Corp
Indiana
$8.45M 18,512 -770 -4%
NB
164
NBT Bank
New York
$8.36M 18,307 +234 +1%
FTS
165
Fifth Third Securities
Ohio
$8.08M 17,626 +1,188 +7%
YCM
166
Yousif Capital Management
Michigan
$7.88M 17,246 +960 +6%
HFAS
167
Hummer Financial Advisory Services
Illinois
$7.78M 16,973
LA
168
Legacy Advisors
Pennsylvania
$7.73M 16,930 +336 +2%
AWS
169
Atria Wealth Solutions
New York
$7.67M 16,748 +1,102 +7%
TIAA Trust, National Association
170
TIAA Trust, National Association
North Carolina
$7.65M 16,756 +16,756 New
BFO
171
Boston Family Office
Massachusetts
$7.64M 16,720 -1,954 -10%
KIA
172
KCM Investment Advisors
California
$7.58M 16,591 -24 -0.1%
CFA
173
Capstone Financial Advisors
Illinois
$7.45M 16,318 -137 -0.8%
BFM
174
Boston Financial Management
Massachusetts
$7.45M 16,305 -425 -3%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$7.37M 16,141 -992 -6%