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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 %
PGCM
176
Prescott Group Capital Management
Oklahoma
$7.31M +$3.2M +7,000 +78%
GBT
177
Grove Bank & Trust
Florida
$7.25M -$1.14M -2,491 -14%
PCA
178
Peddock Capital Advisors
Massachusetts
$7.22M +$276K +605 +4%
RJT
179
Raymond James Trust
Florida
$7.13M -$225K -493 -3%
PP
180
Pegasus Partners
Wisconsin
$7.13M -$376K -823 -5%
HCM
181
Howard Capital Management
Georgia
$7.09M +$188K +412 +3%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$7.06M +$1.28M +2,809 +22%
PAM
183
Palisade Asset Management
Minnesota
$6.83M -$41.6K -91 -0.6%
DWM
184
Dakota Wealth Management
Florida
$6.77M -$201K -441 -3%
TC
185
Telemus Capital
Michigan
$6.69M -$606K -1,327 -8%
PCFFS
186
Pacific Center for Financial Services
California
$6.6M -$44.8K -98 -0.7%
UL
187
Unionview LLC
Washington
$6.6M +$170K +373 +3%
GS
188
GTS Securities
New York
$6.53M +$316K +691 +5%
VFPI
189
Vantage Financial Partners (Illinois)
Illinois
$6.5M +$1.07M +2,340 +20%
Legal & General Group
190
Legal & General Group
United Kingdom
$6.48M
MHWM
191
Montz Harcus Wealth Management
Louisiana
$6.46M +$306K +669 +5%
BWAM
192
Boyd Watterson Asset Management
Ohio
$6.36M
SAF
193
Smith Anglin Financial
Texas
$6.29M +$16.4K +36 +0.3%
MWA
194
Meridian Wealth Advisors
Texas
$6.26M -$17.4K -38 -0.3%
ATWA
195
Arbor Trust Wealth Advisors
Michigan
$6.18M -$117K -255 -2%
CTA
196
Chesley Taft & Associates
Illinois
$6.16M -$18.3K -40 -0.3%
BB
197
Busey Bank
Illinois
$6.15M
CCM
198
Colorado Capital Management
Colorado
$6.14M +$13.7K +30 +0.2%
MCCA
199
Mill Creek Capital Advisors
Pennsylvania
$6.04M -$54.8K -120 -0.9%
PAG
200
Private Advisor Group
New Jersey
$6.04M +$19.2K +42 +0.3%