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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 %
BWM
526
Baystate Wealth Management
Massachusetts
$693K -$97.5K -232 -12%
HWM
527
Hohimer Wealth Management
Washington
$693K +$52.5K +125 +8%
GLA
528
Great Lakes Advisors
Illinois
$688K +$315K +751 +85%
AP
529
Adero Partners
California
$686K
LPT
530
Legacy Private Trust
Wisconsin
$685K
OWM
531
Orgel Wealth Management
Wisconsin
$682K
BBA
532
BLB&B Advisors
Pennsylvania
$680K -$33.6K -80 -5%
TI
533
Truepoint Inc
Ohio
$680K +$680K +1,619 New
CWM
534
CCG Wealth Management
California
$679K -$74.3K -177 -10%
BFG
535
Berger Financial Group
Minnesota
$676K +$676K +1,610 New
BWP
536
Baldwin Wealth Partners
Massachusetts
$669K
VIM
537
Vista Investment Management
Pennsylvania
$669K
BRWA
538
B. Riley Wealth Advisors
Florida
$658K -$326K -778 -33%
CWM
539
Chesapeake Wealth Management
Virginia
$658K -$5.04K -12 -0.8%
ZCM
540
Ziegler Capital Management
Illinois
$658K
HFP
541
Holistic Financial Partners
Indiana
$650K
SFS
542
Sowell Financial Services
Arkansas
$648K +$555K +1,321 +598%
SIC
543
Samalin Investment Counsel
New York
$644K +$7.56K +18 +1%
AWA
544
Acorn Wealth Advisors
Michigan
$641K -$59.6K -142 -9%
BFA
545
Beacon Financial Advisory
Ohio
$640K +$96.1K +229 +18%
PNC
546
Park National Corp
Ohio
$637K +$17.2K +41 +3%
WA
547
Wealth Advisors
California
$636K
BCM
548
Bayesian Capital Management
New York
$635K +$271K +645 +74%
BOH
549
Bank of Hawaii
Hawaii
$634K
RCS
550
Retirement Capital Strategies
California
$633K