MDY icon

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 %
WJWM
201
Williams Jones Wealth Management
New York
$6.01M -$385K -843 -6%
GIM
202
Goelzer Investment Management
Indiana
$5.91M -$93.2K -204 -2%
RWB
203
RMR Wealth Builders
New Jersey
$5.88M +$223K +488 +4%
WANY
204
Wealthspire Advisors (New York)
New York
$5.82M -$98.2K -215 -2%
CB
205
Community Bank
New York
$5.75M -$120K -262 -2%
SW
206
SVB Wealth
Massachusetts
$5.71M -$2.35M -5,143 -29%
SCA
207
STALEY CAPITAL ADVISERS
Pennsylvania
$5.65M -$185K -405 -3%
Franklin Resources
208
Franklin Resources
California
$5.62M -$112K -245 -2%
CAG
209
Csenge Advisory Group
Florida
$5.46M +$83.6K +183 +2%
FHA
210
First Horizon Advisors
Tennessee
$5.45M -$11K -24 -0.2%
GA
211
GFS Advisors
Texas
$5.45M +$3.45M +7,553 +173%
SHGA
212
Sand Hill Global Advisors
California
$5.43M
RIS
213
Retirement Income Solutions
Michigan
$5.32M -$51.6K -113 -1%
PWMAG
214
Pinnacle Wealth Management Advisory Group
New Jersey
$5.24M -$115K -252 -2%
LNC
215
Lincoln National Corp
Pennsylvania
$5.15M -$331K -725 -6%
DPI
216
Diversified Portfolios Inc
Michigan
$5.09M -$5.94K -13 -0.1%
JSW
217
Journey Strategic Wealth
New Jersey
$5.09M
PAM
218
Peak Asset Management
Colorado
$5.07M -$74.9K -164 -1%
HCMT
219
Highland Capital Management (Tennessee)
Tennessee
$5.06M +$22.8K +50 +0.5%
SA
220
Scarborough Advisors
Maryland
$5.03M +$5.03M +11,023 New
LI
221
Latigo Investments
Florida
$5.01M
ATC
222
Adirondack Trust Company
New York
$4.92M -$73.5K -161 -1%
HWM
223
HB Wealth Management
Georgia
$4.83M -$28.8K -63 -0.6%
AWM
224
AE Wealth Management
Kansas
$4.79M -$1.01M -2,211 -17%
BONH
225
Bank of New Hampshire
New Hampshire
$4.75M -$109K -238 -2%