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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 %
ATI
526
ARK & TLK Investments
Oklahoma
$1.27M +$1.27M +2,499 New
FNWM
527
Financial Network Wealth Management
Utah
$1.27M +$1.27M +2,500 New
CI
528
CX Institutional
Indiana
$1.26M +$10.7K +21 +0.8%
MC
529
Middleton & Co
Massachusetts
$1.25M
SWM
530
Spire Wealth Management
Virginia
$1.25M -$179K -357 -13%
CW
531
CIC Wealth
Maryland
$1.24M +$1.52K +3 +0.1%
CAM
532
Cozad Asset Management
Illinois
$1.22M
MBT
533
Montecito Bank & Trust
California
$1.22M -$28.9K -57 -2%
WS
534
Wedbush Securities
California
$1.2M +$89.3K +176 +8%
LWM
535
Lyell Wealth Management
California
$1.19M -$42.1K -83 -3%
BCM
536
Becker Capital Management
Oregon
$1.19M
BSA
537
Braun Stacey Associates
New York
$1.19M +$67.5K +133 +6%
HR
538
Howe & Rusling
New York
$1.18M +$3.05K +6 +0.3%
AIP
539
ARS Investment Partners
New York
$1.17M +$5.58K +11 +0.5%
TA
540
TruWealth Advisors
Louisiana
$1.17M -$38.1K -75 -3%
OPCM
541
Osborne Partners Capital Management
California
$1.16M +$10.1K +20 +0.9%
CIA
542
Choate Investment Advisors
Massachusetts
$1.15M
TI
543
Truepoint Inc
Ohio
$1.15M -$89.3K -176 -7%
9WM
544
9258 Wealth Management
Ohio
$1.14M
PWM
545
Peterson Wealth Management
Nevada
$1.14M +$287K +565 +34%
RSWM
546
Robertson Stephens Wealth Management
California
$1.13M
ZF
547
Zhang Financial
Michigan
$1.13M -$10.1K -20 -0.9%
LIA
548
LBMC Investment Advisors
Tennessee
$1.13M
SFA
549
Sequoia Financial Advisors
Ohio
$1.12M +$450K +887 +67%
SSA
550
Schonfeld Strategic Advisors
New York
$1.12M +$83.7K +165 +8%