MDY icon

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 %
SFMG
301
Sage Financial Management Group
Virginia
$2.59M +$2.59M +6,174 New
CT
302
Cambridge Trust
Massachusetts
$2.57M -$178K -424 -6%
CRIG
303
Charter Research & Investment Group
Connecticut
$2.56M +$107K +255 +4%
EW
304
Element Wealth
Mississippi
$2.54M +$56.3K +134 +2%
JFG
305
JMG Financial Group
Illinois
$2.54M -$250K -595 -9%
MWM
306
Merriman Wealth Management
Washington
$2.53M -$41.6K -99 -2%
BFWA
307
Benchmark Financial Wealth Advisors
Florida
$2.51M +$6.72K +16 +0.3%
CWM
308
Connecticut Wealth Management
Connecticut
$2.51M -$142K -337 -5%
HFA
309
High Falls Advisors
New York
$2.49M +$2.49M +5,926 New
B
310
Bailard
California
$2.47M -$336K -800 -12%
Deutsche Bank
311
Deutsche Bank
Germany
$2.42M -$158K -377 -6%
FPS
312
Fieldpoint Private Securities
Connecticut
$2.4M
AMG
313
Asset Management Group
Connecticut
$2.38M -$42.8K -102 -2%
SIC
314
Shoker Investment Counsel
Ohio
$2.37M +$101K +240 +4%
WPP
315
Whalerock Point Partners
Rhode Island
$2.37M +$1.57M +3,732 +195%
ROTUOC
316
Regents of the University of California
California
$2.35M
HVIA
317
Hudson Valley Investment Advisors
New York
$2.33M +$3.36K +8 +0.1%
AF
318
Allworth Financial
California
$2.33M -$35.7K -85 -2%
EIA
319
Eldridge Investment Advisors
New Hampshire
$2.32M -$112K -266 -5%
PC
320
Port Capital
Illinois
$2.31M +$2.31M +5,504 New
WAG
321
Winthrop Advisory Group
Massachusetts
$2.3M -$10.1K -24 -0.4%
AIFAIM
322
American Institute for Advanced Investment Management
Arizona
$2.23M -$5.46K -13 -0.2%
MLICM
323
Metropolitan Life Insurance Company (MetLife)
New York
$2.23M -$3.49M -8,300 -61%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$2.22M
SWP
325
Stratos Wealth Partners
Ohio
$2.22M -$114K -272 -5%