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SPDR S&P MidCap 400 ETF Trust

1,045 hedge funds and large institutions have $9.54B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 283 increasing their positions, 339 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+11
Holders Change %
+1.06%
% of All Funds
18.07%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.16%
New
85
Increased
283
Reduced
339
Closed
61
Calls
$575M
Puts
$384M
Net Calls
+$191M
Net Calls Change
-$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BB
201
Busey Bank
Illinois
$5.43M
CB
202
Community Bank
New York
$5.42M -$92.4K -230 -2%
BONH
203
Bank of New Hampshire
New Hampshire
$5.38M -$88.4K -220 -2%
MHWM
204
Montz Harcus Wealth Management
Louisiana
$5.35M +$35.3K +88 +0.7%
CTA
205
Chesley Taft & Associates
Illinois
$5.31M +$28.1K +70 +0.5%
WANY
206
Wealthspire Advisors (New York)
New York
$5.26M +$177K +441 +3%
RIS
207
Retirement Income Solutions
Michigan
$5.23M -$4.05K -10 -0.1%
UL
208
Unionview LLC
Washington
$5.18M +$68.7K +171 +1%
LNC
209
Lincoln National Corp
Pennsylvania
$5.14M +$4.42K +11 +0.1%
SCA
210
STALEY CAPITAL ADVISERS
Pennsylvania
$5.13M -$61K -152 -1%
Capital Fund Management (CFM)
211
Capital Fund Management (CFM)
France
$5.06M +$5.06M +12,604 New
PAG
212
Private Advisor Group
New Jersey
$5.06M -$688K -1,714 -12%
MWA
213
Meridian Wealth Advisors
Texas
$5.06M -$156K -389 -3%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$5.03M -$293K -729 -6%
Simplex Trading
215
Simplex Trading
Illinois
$5M -$1.78M -4,437 -26%
Franklin Resources
216
Franklin Resources
California
$4.98M +$9.24K +23 +0.2%
FHA
217
First Horizon Advisors
Tennessee
$4.82M -$165K -410 -3%
SHGA
218
Sand Hill Global Advisors
California
$4.78M -$16.5K -41 -0.3%
ATFA
219
All Terrain Financial Advisors
Minnesota
$4.77M +$221K +550 +5%
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$4.74M -$2.41K -6 -0.1%
AWM
221
AE Wealth Management
Kansas
$4.73M +$2.03M +5,061 +75%
RWB
222
RMR Wealth Builders
New Jersey
$4.69M +$369K +918 +9%
PAM
223
Peak Asset Management
Colorado
$4.58M -$2.01K -5 -0%
KFP
224
KMG Fiduciary Partners
Ohio
$4.57M -$2.16M -5,369 -32%
MWM
225
Modera Wealth Management
New Jersey
$4.49M -$185K -461 -4%