MDY icon

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 %
NL
501
NWAM LLC
Washington
$1.46M -$215K -424 -13%
AG
502
AlTi Global
New York
$1.45M +$1.45M +2,849 New
SC
503
Scotia Capital
Ontario, Canada
$1.45M +$98.4K +194 +7%
PFT
504
Providence First Trust
Arizona
$1.44M -$25.4K -50 -2%
FCP
505
Fidelis Capital Partners
Florida
$1.44M +$317K +625 +28%
HR
506
Hardy Reed
Mississippi
$1.41M -$12.2K -24 -0.9%
WA
507
Waverly Advisors
Alabama
$1.4M +$19.8K +39 +1%
HAC
508
Harbor Advisory Corp
New Hampshire
$1.39M -$787K -1,552 -36%
GAM
509
GEM Asset Management
Michigan
$1.38M -$268K -529 -16%
SWP
510
Stratos Wealth Partners
Ohio
$1.38M -$50.7K -100 -4%
SWA
511
SOA Wealth Advisors
New York
$1.37M -$90.3K -178 -6%
BBNA
512
Bremer Bank National Association
Minnesota
$1.37M -$23.8K -47 -2%
DI
513
Disciplined Investments
Oklahoma
$1.36M -$225K -444 -14%
Thrivent Financial for Lutherans
514
Thrivent Financial for Lutherans
Minnesota
$1.36M +$677K +1,334 +100%
BFA
515
Beaumont Financial Advisors
Massachusetts
$1.35M -$10.1K -20 -0.7%
HFA
516
High Falls Advisors
New York
$1.34M
CW
517
CreativeOne Wealth
Kansas
$1.33M -$34.5K -68 -3%
MHIC
518
Marble Harbor Investment Counsel
Massachusetts
$1.32M
TH
519
TCTC Holdings
Texas
$1.32M
SS
520
Simplicity Solutions
Minnesota
$1.32M +$102K +201 +8%
CAM
521
Congress Asset Management
Massachusetts
$1.32M +$1.07M +2,105 +430%
ZB
522
Zions Bancorporation
Utah
$1.31M
MLL
523
Moody Lynn & Lieberson
Massachusetts
$1.28M +$1.02K +2 +0.1%
BFC
524
Blue Fin Capital
Rhode Island
$1.27M +$360K +710 +40%
BAAM
525
Baker Avenue Asset Management
California
$1.27M +$29.4K +58 +2%