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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 %
PAG
201
Private Advisor Group
New Jersey
$6.4M -$94.6K -195 -1%
MCCA
202
Mill Creek Capital Advisors
Pennsylvania
$6.39M -$655K -1,367 -9%
PI
203
Putnam Investments
Massachusetts
$6.31M +$4.16M +8,695 +194%
GIM
204
Goelzer Investment Management
Indiana
$6.3M -$268K -560 -4%
WANY
205
Wealthspire Advisors (New York)
New York
$6.2M -$314K -656 -5%
RhumbLine Advisers
206
RhumbLine Advisers
Massachusetts
$6.2M -$1.9M -3,960 -23%
CB
207
Community Bank
New York
$6.16M -$110K -230 -2%
SCA
208
STALEY CAPITAL ADVISERS
Pennsylvania
$6.12M +$4.79K +10 +0.1%
AWM
209
AE Wealth Management
Kansas
$6.08M -$1.03M -2,147 -14%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$6.06M +$20.1K +42 +0.3%
Franklin Resources
211
Franklin Resources
California
$6.02M +$33.5K +70 +0.6%
RWB
212
RMR Wealth Builders
New Jersey
$5.93M +$99.1K +207 +2%
LNC
213
Lincoln National Corp
Pennsylvania
$5.75M -$190K -396 -3%
FHA
214
First Horizon Advisors
Tennessee
$5.73M
VFPI
215
Vantage Financial Partners (Illinois)
Illinois
$5.69M +$357K +745 +7%
SHGA
216
Sand Hill Global Advisors
California
$5.69M
CAG
217
Csenge Advisory Group
Florida
$5.64M +$1.05M +2,194 +23%
RIS
218
Retirement Income Solutions
Michigan
$5.64M -$74.7K -156 -1%
PWMAG
219
Pinnacle Wealth Management Advisory Group
New Jersey
$5.62M +$40.7K +85 +0.7%
ATFA
220
All Terrain Financial Advisors
Minnesota
$5.58M
TPSF
221
Texas Permanent School Fund
Texas
$5.48M +$5.48M +11,442 New
ATC
222
Adirondack Trust Company
New York
$5.45M +$145K +291 +3%
PAM
223
Peak Asset Management
Colorado
$5.39M +$11.5K +24 +0.2%
Financial Engines Advisors
224
Financial Engines Advisors
California
$5.39M -$497K -1,035 -8%
DPI
225
Diversified Portfolios Inc
Michigan
$5.35M -$85.7K -179 -2%