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SPDR S&P MidCap 400 ETF Trust

1,141 hedge funds and large institutions have $11.3B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 312 increasing their positions, 358 reducing their positions, and 38 closing their positions.

Holders
1,141
Holders Change
+96
Holders Change %
+9.19%
% of All Funds
18.41%
Holding in Top 10
77
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.93%
% of All Funds
1.24%
New
154
Increased
312
Reduced
358
Closed
38
Calls
$618M
Puts
$466M
Net Calls
+$152M
Net Calls Change
-$38.8M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$886M 2,000,690 +52,184 +3%
Wells Fargo
2
Wells Fargo
California
$712M 1,607,446 +41,920 +3%
Northern Trust
3
Northern Trust
Illinois
$532M 1,200,358 -5,301 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$505M 1,140,904 +86,561 +8%
US Bancorp
5
US Bancorp
Minnesota
$494M 1,115,866 +26,666 +2%
V
6
Veritable
Delaware
$431M 973,915 -21,080 -2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$371M 838,773 +8,630 +1%
AWA
8
Arete Wealth Advisors
Illinois
$274M 619 +70 +13%
UBS Group
9
UBS Group
Switzerland
$263M 594,716 +25,049 +4%
Goldman Sachs
10
Goldman Sachs
New York
$246M 554,683 +15,871 +3%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$227M 511,015 +36,750 +8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$197M 445,666 +311,842 +233%
Creative Planning
13
Creative Planning
Kansas
$194M 437,150 +25,811 +6%
RJA
14
Raymond James & Associates
Florida
$180M 406,266 +22,989 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$173M 391,648 +114,719 +41%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$160M 362,027 +185,610 +105%
AT
17
Arvest Trust
Oklahoma
$128M 288,596 -5,695 -2%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$127M 287,582 +35,543 +14%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$110M 248,826 +10,275 +4%
CCA
20
Conservest Capital Advisors
Pennsylvania
$109M 246,172 +246,172 New
MCM
21
MAI Capital Management
Ohio
$91.3M 206,169 -4,660 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$89.1M 201,145 -15,514 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$80.6M 182,000 +2,000 +1%
Bessemer Group
24
Bessemer Group
New Jersey
$75.4M 170,249 +115,489 +211%
WT
25
Whittier Trust
California
$74.1M 167,278 +9,049 +6%