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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 %
VC
426
Veracity Capital
Georgia
$2.48M
AWF
427
Alpha Wealth Funds
Utah
$2.47M +$2.47M +4,338 New
WB
428
WesBanco Bank
West Virginia
$2.47M +$317K +557 +15%
LWA
429
Lowe Wealth Advisors
Maryland
$2.45M +$67.8K +119 +3%
SIC
430
Salem Investment Counselors
North Carolina
$2.4M
LSAG
431
Lake Street Advisors Group
New Hampshire
$2.4M
LC
432
Lavaca Capital
Texas
$2.39M
ZIC
433
ZWJ Investment Counsel
Georgia
$2.39M +$79.2K +139 +3%
RA
434
RFG Advisory
Alabama
$2.37M +$643K +1,129 +37%
BFG
435
Baron Financial Group
New Jersey
$2.37M -$29.6K -52 -1%
WIC
436
Whitegate Investment Counselors
New Hampshire
$2.36M
CS
437
Crescent Sterling
Louisiana
$2.35M +$86.6K +152 +4%
TPW
438
Transatlantique Private Wealth
New York
$2.3M -$8.54K -15 -0.4%
T. Rowe Price Associates
439
T. Rowe Price Associates
Maryland
$2.3M +$1.84M +3,235 +404%
RWP
440
Revolve Wealth Partners
New Jersey
$2.29M -$5.7K -10 -0.2%
CIAS
441
Capital Investment Advisory Services
North Carolina
$2.28M -$20.5K -36 -0.9%
AAS
442
Ameritas Advisory Services
Nebraska
$2.27M +$1.08M +1,897 +91%
SIA
443
Soltis Investment Advisors
Utah
$2.27M +$16.5K +29 +0.7%
PTC
444
Private Trust Company
Ohio
$2.27M +$75.8K +133 +3%
SWP
445
Stratos Wealth Partners
Ohio
$2.24M -$35.3K -62 -2%
IAIM
446
International Assets Investment Management
Florida
$2.23M -$1.23B -2,168,898 -100%
MA
447
Mutual Advisors
Nebraska
$2.21M +$12.4K +21 +0.6%
CA
448
Cambridge Advisors
Nebraska
$2.21M
IFS
449
Intelligent Financial Strategies
Minnesota
$2.2M -$6.29K -11 -0.3%
MSAM
450
Moloney Securities Asset Management
Missouri
$2.19M +$28.5K +50 +1%