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SPDR S&P MidCap 400 ETF Trust

959 hedge funds and large institutions have $10.5B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 212 increasing their positions, 361 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+111
Holders Change %
+13.09%
% of All Funds
17.02%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
1.15%
New
164
Increased
212
Reduced
361
Closed
39
Calls
$278M
Puts
$618M
Net Calls
-$341M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
251
Belpointe Asset Management
Nevada
$3.74M +$2.03M +4,824 +118%
SWM
252
Segment Wealth Management
Texas
$3.72M
HIS
253
Harvest Investment Services
Illinois
$3.71M +$1.47M +3,493 +65%
PFA
254
Pettinga Financial Advisors
Indiana
$3.71M -$64.2K -153 -2%
WPW
255
Waldron Private Wealth
Pennsylvania
$3.71M +$316K +750 +9%
MMHP
256
Murphy Middleton Hinkle & Parker
Georgia
$3.69M +$840 +2 +0%
BOTW
257
Bank of the West
California
$3.6M -$675K -1,607 -16%
WC
258
Wexford Capital
Florida
$3.59M +$3.59M +8,546 New
CPA
259
Court Place Advisors
Maryland
$3.56M -$45.8K -109 -1%
SC
260
Steph & Co
Wisconsin
$3.55M -$25.6K -61 -0.7%
RCA
261
Resonant Capital Advisors
Wisconsin
$3.54M -$263K -624 -7%
RMDI
262
R.M. Davis Inc
Maine
$3.5M +$103K +245 +3%
KWM
263
Kingsview Wealth Management
Oregon
$3.46M +$91.6K +218 +3%
BPA
264
Beacon Pointe Advisors
California
$3.45M -$80.1K -191 -2%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$3.37M -$12.6K -30 -0.4%
AIP
266
ARS Investment Partners
New York
$3.35M +$535K +1,275 +19%
SAM
267
Silvercrest Asset Management
New York
$3.31M +$415K +988 +14%
BFG
268
Baron Financial Group
New Jersey
$3.29M -$291K -694 -8%
OC
269
Oppenheimer & Co
New York
$3.2M -$14.3K -34 -0.4%
NFP
270
Novak Financial Planning
Maryland
$3.17M +$3.17M +7,557 New
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$3.17M -$2.1K -5 -0.1%
DI
272
Disciplined Investments
Oklahoma
$3.04M +$143K +340 +5%
SL
273
Salomon & Ludwin
Virginia
$3.02M +$705K +1,680 +31%
SJIM
274
St. Johns Investment Management
Florida
$3M -$24.4K -58 -0.8%
BRG
275
Bay Rivers Group
Virginia
$2.97M -$50K -119 -2%