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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
18.11%
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 %
CFA
176
Capstone Financial Advisors
Illinois
$7.88M -$207K -433 -3%
PP
177
Pegasus Partners
Wisconsin
$7.87M -$1.4M -2,930 -15%
FTS
178
Fifth Third Securities
Ohio
$7.87M +$491K +1,026 +7%
YCM
179
Yousif Capital Management
Michigan
$7.8M -$3.4M -7,105 -30%
RJT
180
Raymond James Trust
Florida
$7.72M -$42.1K -88 -0.5%
TC
181
Telemus Capital
Michigan
$7.65M -$19.6K -41 -0.3%
AWS
182
Atria Wealth Solutions
New York
$7.51M +$220K +458 +3%
DWM
183
Dakota Wealth Management
Florida
$7.31M -$51.2K -107 -0.7%
PCA
184
Peddock Capital Advisors
Massachusetts
$7.28M -$322K -673 -4%
HCM
185
Howard Capital Management
Georgia
$7.24M +$94.3K +197 +1%
PAM
186
Palisade Asset Management
Minnesota
$7.21M
PCFFS
187
Pacific Center for Financial Services
California
$6.97M +$23K +48 +0.3%
Legal & General Group
188
Legal & General Group
United Kingdom
$6.8M
UL
189
Unionview LLC
Washington
$6.74M +$84.3K +176 +1%
AIP
190
Ameritas Investment Partners
Nebraska
$6.73M +$958K +2,000 +17%
WJWM
191
Williams Jones Wealth Management
New York
$6.7M -$70.4K -147 -1%
BWAM
192
Boyd Watterson Asset Management
Ohio
$6.67M
ATWA
193
Arbor Trust Wealth Advisors
Michigan
$6.6M -$147K -307 -2%
MWA
194
Meridian Wealth Advisors
Texas
$6.58M +$182K +379 +3%
SAF
195
Smith Anglin Financial
Texas
$6.58M +$13.9K +29 +0.2%
GS
196
GTS Securities
New York
$6.51M +$6.51M +13,597 New
CTA
197
Chesley Taft & Associates
Illinois
$6.48M
MHWM
198
Montz Harcus Wealth Management
Louisiana
$6.45M +$207K +433 +3%
BB
199
Busey Bank
Illinois
$6.45M -$27.8K -58 -0.4%
CCM
200
Colorado Capital Management
Colorado
$6.42M -$35K -73 -0.5%