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SPDR S&P MidCap 400 ETF Trust

1,306 hedge funds and large institutions have $14B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 366 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,306
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
18.89%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
99
Increased
366
Reduced
430
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
451
Capital Planning Advisors
California
$1.92M
GP
452
Gridiron Partners
Pennsylvania
$1.92M
KLI
453
Kelman-Lazarov Inc
Tennessee
$1.92M -$6.84K -12 -0.4%
TIA
454
Tiemann Investment Advisors
California
$1.9M -$22.8K -40 -1%
TFGT
455
TS Financial Group (TSFG)
Illinois
$1.88M -$115K -201 -6%
FF
456
Farrow Financial
Vermont
$1.88M -$32.5K -57 -2%
MCWS
457
McKinley Carter Wealth Services
West Virginia
$1.87M +$67.2K +118 +4%
FCH
458
Freestone Capital Holdings
Washington
$1.87M +$18.8K +33 +1%
CWP
459
Cyndeo Wealth Partners
Florida
$1.84M +$42.7K +75 +2%
AL
460
Aspiriant LLC
California
$1.84M -$4.56K -8 -0.2%
Neuberger Berman Group
461
Neuberger Berman Group
New York
$1.83M +$185K +325 +11%
RFC
462
Regions Financial Corp
Alabama
$1.83M -$6.84K -12 -0.4%
OFG
463
Oxford Financial Group
Indiana
$1.82M
CWM
464
Compass Wealth Management
Connecticut
$1.82M -$74.6K -131 -4%
XF
465
XML Financial
Maryland
$1.8M +$170K +298 +10%
MC
466
Mathes Company
New York
$1.79M
DC
467
Darrow Company
Massachusetts
$1.78M -$2.85K -5 -0.2%
NB
468
Northwest Bancshares
Pennsylvania
$1.78M -$169K -296 -9%
HIS
469
Harvest Investment Services
Illinois
$1.77M -$1.1M -1,932 -38%
WA
470
Waverly Advisors
Alabama
$1.76M +$17.7K +31 +1%
VA
471
Valmark Advisers
Ohio
$1.76M +$283K +497 +19%
GSIAS
472
Garden State Investment Advisory Services
New Jersey
$1.75M +$95.9K +168 +6%
PSIWM
473
Paradigm Strategies in Wealth Management
Minnesota
$1.75M +$1.14K +2 +0.1%
RA
474
RFG Advisory
Alabama
$1.72M -$1.97M -3,459 -53%
AG
475
AlTi Global
New York
$1.72M