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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 %
Allianz Asset Management
401
Allianz Asset Management
Germany
$1.47M +$1.47M +3,500 New
TVAMP
402
Tennessee Valley Asset Management Partners
Tennessee
$1.45M +$714K +1,701 +97%
CPA
403
Capital Planning Advisors
California
$1.45M
WAS
404
Wealth Advisory Solutions
Indiana
$1.45M
IIM
405
InTrack Investment Management
Vermont
$1.45M +$1.45M +3,442 New
PCP
406
Proficio Capital Partners
Massachusetts
$1.43M -$33.6K -80 -2%
WCM
407
WealthBridge Capital Management
Ohio
$1.43M -$21K -50 -1%
SCM
408
Southport Capital Management
Tennessee
$1.43M -$29.8K -71 -2%
MCWS
409
McKinley Carter Wealth Services
West Virginia
$1.43M -$409K -975 -22%
RFC
410
Regions Financial Corp
Alabama
$1.4M +$12.2K +29 +0.9%
NSIM
411
North Star Investment Management
Illinois
$1.4M -$18.9K -45 -1%
TCBWMS
412
Texas Capital Bank Wealth Management Services
Texas
$1.4M
SAM
413
Sawgrass Asset Management
Florida
$1.39M
WC
414
Woodstock Corp
Massachusetts
$1.39M -$8.4K -20 -0.6%
QCM
415
Quest Capital Management
Texas
$1.35M -$71.8K -171 -5%
JWCA
416
J.W. Cole Advisors
Florida
$1.35M -$1.06M -2,519 -44%
MIC
417
Meridian Investment Counsel
California
$1.35M
UBV
418
United Bank (Virginia)
Virginia
$1.34M -$42K -100 -3%
AWM
419
Apollon Wealth Management
South Carolina
$1.31M +$1.31M +3,121 New
CIA
420
Choate Investment Advisors
Massachusetts
$1.31M -$133K -317 -9%
MC
421
Middleton & Co
Massachusetts
$1.3M
SWA
422
Sax Wealth Advisors
New Jersey
$1.29M +$1.29M +3,081 New
AL
423
Aspiriant LLC
California
$1.29M +$6.3K +15 +0.5%
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28M +$73.5K +175 +6%
CF
425
Centaurus Financial
California
$1.26M -$4.52M -10,767 -78%