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SPDR S&P MidCap 400 ETF Trust

1,226 hedge funds and large institutions have $14.6B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 330 increasing their positions, 389 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,226
Holders Change
+74
Holders Change %
+6.42%
% of All Funds
17.97%
Holding in Top 10
68
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.68%
% of All Funds
1%
New
154
Increased
330
Reduced
389
Closed
60
Calls
$932M
Puts
$521M
Net Calls
+$411M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Shares
Change %
CGIM
426
Cannon Global Investment Management
Florida
$1.98M +$1.98M +3,900 New
AIFAIM
427
American Institute for Advanced Investment Management
Arizona
$1.98M -$14.2K -28 -0.7%
IFS
428
Intelligent Financial Strategies
Minnesota
$1.96M +$3.06K +6 +0.2%
CG
429
Caprock Group
Idaho
$1.95M
LWA
430
Lowe Wealth Advisors
Maryland
$1.94M +$11.7K +23 +0.6%
ASN
431
Advisory Services Network
Georgia
$1.94M -$193K -380 -9%
JPG
432
Jordan Park Group
California
$1.93M
Walleye Trading
433
Walleye Trading
New York
$1.93M +$1.93M +3,799 New
NAS
434
Nicolet Advisory Services
Wisconsin
$1.91M +$1.55M +3,137 +438%
CS
435
Crescent Sterling
Louisiana
$1.88M +$21.8K +43 +1%
HIS
436
Harvest Investment Services
Illinois
$1.87M +$826K +1,627 +79%
IAG
437
Investment Advisory Group
Massachusetts
$1.86M
QPW
438
Quantum Private Wealth
Florida
$1.85M
AI
439
Atria Investments
North Carolina
$1.85M +$506K +998 +38%
EFG
440
Embree Financial Group
Illinois
$1.85M +$1.85M +3,640 New
MF
441
Meridian Financial
Massachusetts
$1.85M +$114K +224 +7%
MSAM
442
Moloney Securities Asset Management
Missouri
$1.82M +$23.3K +46 +1%
1IA
443
1834 Investment Advisors
Wisconsin
$1.82M -$15.2K -30 -0.8%
CWM
444
Congress Wealth Management
Massachusetts
$1.8M +$1.24M +2,437 +219%
TFGT
445
TS Financial Group (TSFG)
Illinois
$1.79M -$10.2K -20 -0.6%
NB
446
Northwest Bancshares
Pennsylvania
$1.79M -$122K -241 -6%
RSS
447
Rosenblum Silverman Sutton
California
$1.78M -$43.1K -85 -2%
TIA
448
Tiemann Investment Advisors
California
$1.78M +$61.9K +122 +4%
Deutsche Bank
449
Deutsche Bank
Germany
$1.77M +$407K +803 +30%
TVAMP
450
Tennessee Valley Asset Management Partners
Tennessee
$1.77M +$803K +1,583 +83%