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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 %
STA
476
Summit Trail Advisors
New York
$938K +$105K +250 +13%
WWM
477
Western Wealth Management
Colorado
$927K -$57.9K -138 -6%
SRC
478
Shufro Rose & Co
New York
$915K
SS
479
Simplicity Solutions
Minnesota
$909K -$52.1K -124 -5%
FRA
480
Frank Rimerman Advisors
California
$909K +$909K +2,164 New
PP
481
Prosperity Planning
Missouri
$906K +$906K +2,158 New
HIM
482
Hanlon Investment Management
New Jersey
$876K -$284K -642 -24%
AA
483
Alesco Advisors
New York
$874K -$145K -345 -14%
CAM
484
Cozad Asset Management
Illinois
$869K -$8.4K -20 -1%
WSFS
485
Wilmington Savings Fund Society
Delaware
$867K
MAFM
486
Mid Atlantic Financial Management
Pennsylvania
$860K +$8.39K +20 +1%
CG
487
Cutler Group
California
$859K +$859K +2,046 New
PFG
488
Pacific Financial Group
Washington
$857K +$26.9K +64 +3%
DADC
489
D.A. Davidson & Co
Montana
$857K +$42.4K +101 +5%
FPF
490
First Pacific Financial
Washington
$857K +$857K +2,042 New
TH
491
TCTC Holdings
Texas
$856K
MWM
492
Minot Wealth Management
Massachusetts
$827K -$31.5K -75 -4%
FFG
493
Frisch Financial Group
New York
$826K -$2.94K -7 -0.4%
LC
494
LCNB Corp
Ohio
$819K +$105K +250 +15%
HPC
495
HM Payson & Co
Maine
$807K +$16.8K +40 +2%
9WM
496
9258 Wealth Management
Ohio
$804K +$183K +435 +29%
Jacobs Levy Equity Management
497
Jacobs Levy Equity Management
New Jersey
$801K -$1.04M -2,472 -56%
FBFS
498
First Business Financial Services
Wisconsin
$799K +$145K +345 +22%
VA
499
Valmark Advisers
Ohio
$792K -$42.4K -101 -5%
PWG
500
Private Wealth Group
Florida
$792K