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SPDR S&P MidCap 400 ETF Trust

1,389 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 386 increasing their positions, 418 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+83
Holders Change %
+6.36%
% of All Funds
18.5%
Holding in Top 10
64
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25.49%
% of All Funds
0.85%
New
167
Increased
386
Reduced
418
Closed
53
Calls
$463M
Puts
$292M
Net Calls
+$171M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Shares
Change %
B
326
Bailard
California
$3.69M -$134K -235 -4%
HWM
327
HB Wealth Management
Georgia
$3.68M -$1.84M -3,230 -33%
CBT
328
Crews Bank & Trust
Florida
$3.67M +$3.67M +6,450 New
NCFG
329
New Century Financial Group
New Jersey
$3.67M +$3.67M +6,384 New
GT
330
Greenleaf Trust
Michigan
$3.66M
Manulife (Manufacturers Life Insurance)
331
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.64M +$284K +499 +8%
PWS
332
Peterson Wealth Services
Utah
$3.62M +$3.62M +6,347 New
CA
333
Capital Advantage
California
$3.6M +$3.6M +6,327 New
UCFA
334
United Capital Financial Advisors
Texas
$3.6M -$126K -222 -3%
FCBT
335
First Citizens Bank & Trust
North Carolina
$3.6M +$78K +137 +2%
NAM
336
NorthCrest Asset Manangement
Minnesota
$3.6M +$33K +58 +0.9%
SC
337
Steph & Co
Wisconsin
$3.59M -$46.7K -82 -1%
Envestnet Portfolio Solutions
338
Envestnet Portfolio Solutions
Illinois
$3.59M +$84.3K +148 +2%
CPA
339
Clear Point Advisors
New York
$3.56M +$13.7K +24 +0.4%
P
340
&Partners
Tennessee
$3.54M +$1.89M +3,283 +114%
CRIG
341
Charter Research & Investment Group
Connecticut
$3.54M -$76.3K -134 -2%
EW
342
Elyxium Wealth
California
$3.53M
KTA
343
Keeley-Teton Advisors
Illinois
$3.49M +$243K +426 +7%
FT
344
Fiduciary Trust
Massachusetts
$3.45M -$21.1K -37 -0.6%
AI
345
Atria Investments
North Carolina
$3.43M +$2.49M +4,368 +264%
RBC
346
Romano Brothers & Co
Illinois
$3.41M
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
$3.36M +$3.36M +5,900 New
PAG
348
Paladin Advisory Group
Iowa
$3.36M -$3.99K -7 -0.1%
SGCA
349
Steel Grove Capital Advisors
Tennessee
$3.35M -$1.33M -2,335 -28%
PA
350
PFG Advisors
Arizona
$3.35M +$219K +384 +7%