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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 %
EWA
451
EP Wealth Advisors
California
$1.07M +$16.8K +40 +2%
STC
452
Sarah T. Connolly
$1.07M +$1.07M +2,538 New
RGC
453
Roberts, Glore & Co
Illinois
$1.06M +$551K +1,312 +107%
IAN
454
Integrated Advisors Network
Texas
$1.05M +$63K +150 +6%
LWM
455
Lyell Wealth Management
California
$1.04M -$120K -286 -10%
SIC
456
Sigma Investment Counselors
Michigan
$1.04M +$218K +519 +27%
GJIC
457
Gamble Jones Investment Counsel
California
$1.04M
GAG
458
GM Advisory Group
New York
$1.03M +$840 +2 +0.1%
TA
459
Tiedemann Advisors
New York
$1.02M
PCM
460
Parsons Capital Management
Rhode Island
$1.01M +$3.78K +9 +0.4%
PFT
461
Providence First Trust
Arizona
$1.01M +$255K +606 +34%
Fiera Capital (Canada)
462
Fiera Capital (Canada)
Quebec, Canada
$1.01M
HFA
463
Hoover Financial Advisors
Pennsylvania
$1M -$46.4K -104 -4%
GA
464
GFS Advisors
Texas
$999K +$999K +2,379 New
Wolverine Trading
465
Wolverine Trading
Illinois
$995K +$405K +966 +69%
EWA
466
Encompass Wealth Advisors
Oregon
$995K +$995K +2,370 New
SBSB
467
Sullivan, Bruyette, Speros & Blaney
Virginia
$988K +$357K +850 +57%
HR
468
Howe & Rusling
New York
$986K -$2.1K -5 -0.2%
CL
469
CPWM LLC
Washington
$981K +$359K +854 +58%
Bank of Nova Scotia
470
Bank of Nova Scotia
Ontario, Canada
$966K -$173K -411 -15%
BEC
471
Blue Edge Capital
Virginia
$962K +$1.26K +3 +0.1%
MCM
472
Manchester Capital Management
Vermont
$952K
GWS
473
Glassman Wealth Services
Virginia
$947K
LWMM
474
Legacy Wealth Management (Mississippi)
Mississippi
$945K +$945K +2,250 New
CSIC
475
Clifford Swan Investment Counsel
California
$941K -$105K -250 -10%