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SPDR S&P MidCap 400 ETF Trust

1,306 hedge funds and large institutions have $14B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 366 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,306
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
18.89%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
99
Increased
366
Reduced
430
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
251
Balboa Wealth Partners
Arizona
$5.19M -$1.16M -2,033 -18%
GSC
252
G&S Capital
Colorado
$5.17M +$105K +185 +2%
Financial Engines Advisors
253
Financial Engines Advisors
California
$5.16M -$79.4K -139 -2%
NCG
254
Newport Capital Group
New Jersey
$5.16M +$131K +230 +3%
ABC
255
Associated Banc-Corp
Wisconsin
$5.15M -$54.1K -95 -1%
CCFCSB
256
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M -$59.2K -104 -1%
BPA
257
Beacon Pointe Advisors
California
$5.07M -$443K -777 -8%
TT
258
TI-Trust
Illinois
$4.96M -$43.3K -76 -0.9%
NC
259
NBW Capital
Massachusetts
$4.95M +$420K +737 +9%
AF
260
Allworth Financial
California
$4.79M +$33.6K +59 +0.7%
ANTB
261
AMG National Trust Bank
Colorado
$4.79M -$3.05M -5,360 -39%
CGH
262
CMG Global Holdings
Texas
$4.76M +$29.1K +51 +0.6%
KFP
263
KMG Fiduciary Partners
Ohio
$4.71M -$206K -361 -4%
MMHP
264
Murphy Middleton Hinkle & Parker
Georgia
$4.68M -$46.1K -81 -1%
SGCA
265
Steel Grove Capital Advisors
Tennessee
$4.68M -$214K -376 -4%
MWM
266
Modera Wealth Management
New Jersey
$4.64M -$163K -287 -3%
HCM
267
Highview Capital Management
Illinois
$4.63M +$12.5K +22 +0.3%
BFWA
268
Benchmark Financial Wealth Advisors
Florida
$4.59M +$107K +187 +2%
BC
269
Barrett & Company
Rhode Island
$4.58M -$51.3K -90 -1%
SF
270
Summit Financial
New Jersey
$4.58M +$1.01M +1,774 +28%
CL
271
Choreo LLC
Illinois
$4.56M -$329K -583 -7%
IFPG
272
Intrepid Financial Planning Group
Indiana
$4.55M -$247K -434 -5%
BRG
273
Bay Rivers Group
Virginia
$4.54M +$18.8K +33 +0.4%
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$4.45M +$8.55K +15 +0.2%
EK
275
Evensky & Katz
Florida
$4.42M -$29.6K -52 -0.7%