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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 %
JFGIW
376
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.96M +$216K +365 +8%
PAM
377
Pegasus Asset Management
New York
$2.96M -$19.9K -35 -0.7%
WA
378
Waverly Advisors
Alabama
$2.94M +$1.18M +2,069 +67%
Vanguard Group
379
Vanguard Group
Pennsylvania
$2.92M +$3.42K +6 +0.1%
ATC
380
Argent Trust Co
Tennessee
$2.91M +$8.54K +15 +0.3%
IIM
381
InTrack Investment Management
Vermont
$2.9M +$288K +500 +11%
ST
382
Spinnaker Trust
Maine
$2.89M +$38.7K +68 +1%
SIC
383
Shoker Investment Counsel
Ohio
$2.87M +$3.99K +7 +0.1%
AQR Capital Management
384
AQR Capital Management
Connecticut
$2.86M +$2.54M +4,466 +812%
BWFA
385
Baltimore-Washington Financial Advisors
Maryland
$2.84M -$27.3K -48 -1%
SPC
386
Sigma Planning Corp
Michigan
$2.82M -$962K -1,689 -25%
CAGAS
387
Capital Advisory Group Advisory Services
Minnesota
$2.82M +$117K +206 +4%
SFMG
388
Sage Financial Management Group
Virginia
$2.81M -$13.1K -23 -0.5%
MFG
389
Merit Financial Group
Georgia
$2.8M +$113K +198 +4%
IA
390
IFG Advisory
Georgia
$2.78M -$52.4K -92 -2%
DT
391
Diversified Trust
Tennessee
$2.78M -$224K -393 -7%
SJIM
392
St. Johns Investment Management
Florida
$2.77M
PAS
393
PKS Advisory Services
New York
$2.77M +$2.77M +4,863 New
DFG
394
Delta Financial Group
New Jersey
$2.76M -$259K -455 -9%
NAMP
395
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.76M -$31.3K -55 -1%
CWP
396
Cyndeo Wealth Partners
Florida
$2.75M +$914K +1,605 +50%
IBOK
397
Independence Bank of Kentucky
Kentucky
$2.73M +$2.59M +4,553 +1,929%
MGIA
398
Moneta Group Investment Advisors
Missouri
$2.72M -$9.11K -16 -0.3%
NEPWA
399
New England Private Wealth Advisors
Massachusetts
$2.69M
WAG
400
Winthrop Advisory Group
Massachusetts
$2.68M +$2.28K +4 +0.1%