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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 %
WC
276
Weil Company
California
$4.39M -$186K -326 -4%
KeyBank National Association
277
KeyBank National Association
Ohio
$4.38M -$93.4K -164 -2%
HI
278
Harbour Investments
Wisconsin
$4.37M -$79.8K -140 -2%
HFRG
279
Houlihan Financial Resource Group
Virginia
$4.33M -$46.1K -81 -1%
ATPW
280
Ashton Thomas Private Wealth
Arizona
$4.33M -$21.1K -37 -0.5%
SCG
281
Sonata Capital Group
Washington
$4.32M -$328K -576 -7%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$4.29M +$852K +1,495 +25%
CHJWM
283
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.29M -$1.71K -3 -0%
SWM
284
Segment Wealth Management
Texas
$4.27M -$40.4K -71 -0.9%
PWM
285
Perigon Wealth Management
California
$4.24M +$354K +622 +9%
OC
286
Oppenheimer & Co
New York
$4.21M -$1.74M -3,050 -29%
NSIM
287
North Star Investment Management
Illinois
$4.21M +$131K +230 +3%
NA
288
NewEdge Advisors
Louisiana
$4.16M +$441K +774 +12%
MFG
289
Midwest Financial Group
Kansas
$4.12M +$39.3K +69 +1%
HTC
290
Haverford Trust Company
Pennsylvania
$4.1M +$57K +100 +1%
BCG
291
Breakwater Capital Group
New Jersey
$4.09M +$387K +679 +10%
OIA
292
OneDigital Investment Advisors
Kansas
$4.05M +$3.99K +7 +0.1%
SYBT
293
Stock Yards Bank & Trust
Kentucky
$4.05M -$34.2K -60 -0.8%
RIG
294
Renaissance Investment Group
Massachusetts
$4.04M -$128K -224 -3%
JFG
295
JMG Financial Group
Illinois
$3.99M -$21.1K -37 -0.5%
PCP
296
Proficio Capital Partners
Massachusetts
$3.96M +$562K +986 +17%
YCM
297
Yousif Capital Management
Michigan
$3.92M -$2.48M -4,350 -39%
RMDI
298
R.M. Davis Inc
Maine
$3.92M -$19.9K -35 -0.5%
USB
299
Union Savings Bank
Connecticut
$3.89M -$101K -178 -3%
BA
300
Bristlecone Advisors
Washington
$3.85M +$216K +380 +6%