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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 %
CI
526
CX Institutional
Indiana
$1.33M -$87.7K -154 -6%
BBWP
527
Beacon Bridge Wealth Partners
Pennsylvania
$1.33M -$745K -1,308 -36%
CW
528
CreativeOne Wealth
Kansas
$1.33M +$46.1K +81 +4%
FCP
529
Fidelis Capital Partners
Florida
$1.33M
WS
530
Wedbush Securities
California
$1.32M +$13.1K +23 +1%
TSS
531
Two Sigma Securities
New York
$1.31M +$437K +768 +50%
AIM
532
Aspen Investment Management
Michigan
$1.3M +$488K +856 +60%
FMWA
533
Forvis Mazars Wealth Advisors
Missouri
$1.3M -$10.8K -19 -0.8%
OMC
534
Old Mission Capital
Illinois
$1.3M +$1.3M +2,281 New
TA
535
TruWealth Advisors
Louisiana
$1.29M -$24.5K -43 -2%
ACM
536
Allred Capital Management
Texas
$1.29M
LA
537
LM Advisors
California
$1.28M +$26.2K +46 +2%
NL
538
NWAM LLC
Washington
$1.28M +$1.28M +2,243 New
HR
539
Howe & Rusling
New York
$1.28M
MOS
540
MGO One Seven
Ohio
$1.27M +$76.9K +135 +6%
DWT
541
Dorsey & Whitney Trust
South Dakota
$1.27M
ZF
542
Zhang Financial
Michigan
$1.27M
WF
543
Warner Financial
Maryland
$1.27M +$570 +1 +0%
CRWM
544
Castle Rock Wealth Management
California
$1.26M +$41.9K +74 +3%
AFP
545
Alpha Financial Partners
Kentucky
$1.26M +$1.26M +2,216 New
EFG
546
Ehrlich Financial Group
California
$1.26M +$1.26M +2,216 New
FPGT
547
Financial Partners Group (Tennessee)
Tennessee
$1.26M +$23.4K +41 +2%
RFM
548
Royal Fund Management
Florida
$1.24M +$1.24M +2,170 New
9WM
549
9258 Wealth Management
Ohio
$1.23M
RGC
550
Roberts, Glore & Co
Illinois
$1.22M +$549K +964 +82%