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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 %
MCM
501
Manchester Capital Management
Vermont
$1.44M -$57K -100 -4%
BAAM
502
Baker Avenue Asset Management
California
$1.44M
UWPG
503
Ullmann Wealth Partners Group
Florida
$1.44M +$705K +1,238 +96%
MLL
504
Moody Lynn & Lieberson
Massachusetts
$1.44M
AIP
505
ARS Investment Partners
New York
$1.43M +$130K +229 +10%
ATI
506
ARK & TLK Investments
Oklahoma
$1.42M
FNWM
507
Financial Network Wealth Management
Utah
$1.42M
EFS
508
Essex Financial Services
Connecticut
$1.42M -$196K -342 -12%
SWM
509
Spire Wealth Management
Virginia
$1.41M -$9.69K -17 -0.7%
TF
510
Tudor Financial
Ohio
$1.41M +$1.41M +2,471 New
BSA
511
Braun Stacey Associates
New York
$1.4M +$222K +390 +19%
CCM
512
Coldstream Capital Management
Washington
$1.4M +$595K +1,044 +74%
MC
513
Middleton & Co
Massachusetts
$1.39M -$2.85K -5 -0.2%
SWA
514
SOA Wealth Advisors
New York
$1.39M +$1.14K +2 +0.1%
EB
515
Emprise Bank
Kansas
$1.38M
SWA
516
Stratos Wealth Advisors
Ohio
$1.38M +$137K +241 +11%
MBT
517
Montecito Bank & Trust
California
$1.38M +$6.84K +12 +0.5%
Jones Financial Companies
518
Jones Financial Companies
Missouri
$1.37M +$877K +1,540 +176%
GAG
519
GM Advisory Group
New York
$1.37M
CAM
520
Cozad Asset Management
Illinois
$1.37M
SCM
521
Saxony Capital Management
Missouri
$1.37M -$157K -276 -10%
LFG
522
Larson Financial Group
Missouri
$1.35M -$1.79M -3,142 -57%
KSB
523
Kennebec Savings Bank
Maine
$1.35M +$1.35M +2,373 New
AWM
524
Axxcess Wealth Management
California
$1.35M +$270K +474 +25%
EWA
525
EverSource Wealth Advisors
Alabama
$1.34M