MDY icon

SPDR S&P MidCap 400 ETF Trust

1,021 hedge funds and large institutions have $12.2B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 248 increasing their positions, 381 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+62
Holders Change %
+6.47%
% of All Funds
17.98%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.37%
New
125
Increased
248
Reduced
381
Closed
55
Calls
$181M
Puts
$466M
Net Calls
-$285M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
501
Wilmington Savings Fund Society
Delaware
$982K
TH
502
TCTC Holdings
Texas
$970K
PP
503
Prosperity Planning
Missouri
$966K -$60.9K -128 -6%
MWM
504
Minot Wealth Management
Massachusetts
$957K +$19K +40 +2%
LC
505
LCNB Corp
Ohio
$945K +$16.7K +35 +2%
FFG
506
Frisch Financial Group
New York
$940K +$2.86K +6 +0.3%
HIM
507
Hanlon Investment Management
New Jersey
$916K -$27.1K -57 -3%
OMC
508
Old Mission Capital
Illinois
$911K +$911K +1,914 New
AA
509
Alesco Advisors
New York
$910K -$81K -170 -8%
GWM
510
Geneos Wealth Management
Colorado
$910K +$71.5K +144 +9%
Jacobs Levy Equity Management
511
Jacobs Levy Equity Management
New Jersey
$908K
PFG
512
Pacific Financial Group
Washington
$907K -$64.3K -135 -7%
JIC
513
Joel Isaacson & Co
New York
$905K +$54.3K +114 +6%
MWM
514
Moulton Wealth Management
Washington
$902K +$902K +1,855 New
FBFS
515
First Business Financial Services
Wisconsin
$901K -$4.76K -10 -0.5%
HPC
516
HM Payson & Co
Maine
$898K -$16.2K -34 -2%
PWG
517
Private Wealth Group
Florida
$898K
EB
518
Eastern Bank
Massachusetts
$896K +$87.2K +183 +11%
MWM
519
Maltin Wealth Management
New Jersey
$894K +$2.38K +5 +0.3%
BFA
520
Beacon Financial Advisory
Ohio
$893K +$167K +351 +23%
PCMC
521
Paragon Capital Management (Colorado)
Colorado
$877K
WPC
522
White Pine Capital
Minnesota
$876K -$14.3K -30 -2%
AMCA
523
Arthur M. Cohen & Associates
Illinois
$861K -$29K -61 -3%
VA
524
Valmark Advisers
Ohio
$859K -$39K -82 -4%
RIL
525
Rothschild Investment LLC
Illinois
$852K -$4.76K -10 -0.6%