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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 %
BRWA
351
B. Riley Wealth Advisors
Florida
$3.34M -$177K -309 -5%
EB
352
Eastern Bank
Massachusetts
$3.32M -$20.5K -36 -0.6%
RW
353
RVW Wealth
California
$3.32M -$272K -478 -8%
SC
354
Sepio Capital
Utah
$3.31M -$279K -490 -8%
SAM
355
Silvercrest Asset Management
New York
$3.31M +$570 +1 +0%
Chevy Chase Trust
356
Chevy Chase Trust
Maryland
$3.28M +$219K +385 +7%
FA
357
Flagstar Advisors
New York
$3.26M +$5.72K +10 +0.2%
WAP
358
Wealthcare Advisory Partners
Pennsylvania
$3.24M -$16.5K -29 -0.5%
WPP
359
Whalerock Point Partners
Rhode Island
$3.22M
ASN
360
Advisory Services Network
Georgia
$3.2M +$112K +197 +4%
GRP
361
Global Retirement Partners
California
$3.16M +$50.7K +89 +2%
JWCA
362
J.W. Cole Advisors
Florida
$3.15M +$290K +509 +10%
PWP
363
Precedent Wealth Partners
Texas
$3.15M +$473K +831 +18%
TVWM
364
Tower View Wealth Management
Wisconsin
$3.14M +$490K +861 +18%
SL
365
Salomon & Ludwin
Virginia
$3.08M -$110K -193 -3%
JIC
366
Joel Isaacson & Co
New York
$3.08M -$25.1K -44 -0.8%
Jones Financial Companies
367
Jones Financial Companies
Missouri
$3.05M +$1.67M +2,940 +122%
FLP
368
Financial Life Planners
Arizona
$3.04M +$3.04M +5,337 New
GS
369
GTS Securities
New York
$3.01M -$7.56M -13,274 -72%
WC
370
Woodstock Corp
Massachusetts
$3M +$7.97K +14 +0.3%
GSIAS
371
Garden State Investment Advisory Services
New Jersey
$2.99M +$1.24M +2,169 +71%
FCP
372
Fidelis Capital Partners
Florida
$2.98M +$1.62M +2,781 +119%
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.97M -$84.6K -143 -3%
PIM
374
Penobscot Investment Management
Massachusetts
$2.97M
MIM
375
Miller Investment Management
Pennsylvania
$2.96M