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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 %
STA
476
Summit Trail Advisors
New York
$1.62M
Bank of Nova Scotia
477
Bank of Nova Scotia
Ontario, Canada
$1.61M -$2.26M -4,460 -58%
RFC
478
Regions Financial Corp
Alabama
$1.61M -$12.2K -24 -0.8%
FFS
479
Founders Financial Securities
Maryland
$1.6M +$36.5K +72 +2%
BBWP
480
Beacon Bridge Wealth Partners
Pennsylvania
$1.6M +$538K +1,060 +51%
MC
481
Mathes Company
New York
$1.6M
KPWS
482
Kestra Private Wealth Services
Texas
$1.59M +$74.1K +146 +5%
ACM
483
Allred Capital Management
Texas
$1.59M +$1.59M +3,132 New
DC
484
Darrow Company
Massachusetts
$1.59M -$197K -389 -11%
WCM
485
Wunderlich Capital Managemnt
Tennessee
$1.58M -$18.8K -37 -1%
LMKC
486
L.M. Kohn & Company
Ohio
$1.57M +$7.61K +15 +0.5%
AL
487
Aspiriant LLC
California
$1.56M
PSIWM
488
Paradigm Strategies in Wealth Management
Minnesota
$1.55M -$24.4K -48 -2%
GAG
489
GM Advisory Group
New York
$1.54M
APP
490
Avantax Planning Partners
Iowa
$1.51M -$17.3K -34 -1%
HI
491
Horizon Investments
North Carolina
$1.51M -$22.8K -45 -1%
BEC
492
Blue Edge Capital
Virginia
$1.51M +$175K +344 +13%
IAIM
493
International Assets Investment Management
Florida
$1.51M -$116K -228 -7%
XF
494
XML Financial
Maryland
$1.5M -$507 -1 -0%
MCM
495
Manchester Capital Management
Vermont
$1.49M
CFC
496
Coyle Financial Counsel
Illinois
$1.48M +$1.02K +2 +0.1%
OWA
497
ORBA Wealth Advisors
Illinois
$1.48M +$1.48M +2,912 New
ST
498
Sentinel Trust
Texas
$1.47M +$863K +1,700 +141%
FSA
499
Financial Services Advisory
Maryland
$1.47M +$1.47M +2,894 New
PVI
500
Pine Valley Investments
New Jersey
$1.47M +$518K +1,020 +55%