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SPDR S&P MidCap 400 ETF Trust

1,389 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 386 increasing their positions, 418 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+83
Holders Change %
+6.36%
% of All Funds
18.5%
Holding in Top 10
64
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25.49%
% of All Funds
0.85%
New
167
Increased
386
Reduced
418
Closed
53
Calls
$463M
Puts
$292M
Net Calls
+$171M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Shares
Change %
MLL
526
Moody Lynn & Lieberson
Massachusetts
$1.53M +$91.1K +160 +6%
BCI
527
Brinker Capital Investments
Pennsylvania
$1.52M +$816K +1,433 +116%
OPS
528
Orion Portfolio Solutions
Nebraska
$1.52M +$816K +1,433 +116%
ATI
529
ARK & TLK Investments
Oklahoma
$1.52M +$94K +165 +7%
SYBT
530
Stock Yards Bank & Trust
Kentucky
$1.51M -$2.54M -4,455 -63%
DI
531
Disciplined Investments
Oklahoma
$1.51M +$13.1K +23 +0.9%
HFA
532
High Falls Advisors
New York
$1.5M
ZB
533
Zions Bancorporation
Utah
$1.5M +$20.5K +36 +1%
CCC
534
Compass Capital Corp
Massachusetts
$1.49M +$1.49M +2,624 New
CFC
535
Coyle Financial Counsel
Illinois
$1.47M -$102K -179 -6%
CSP
536
Cary Street Partners
Virginia
$1.47M +$1.47M +2,576 New
EFS
537
Essex Financial Services
Connecticut
$1.47M +$55.2K +97 +4%
FA
538
Fiducient Advisors
Illinois
$1.46M -$10.3K -18 -0.7%
ET
539
Equitable Trust
Tennessee
$1.46M +$1.46M +2,560 New
CWM
540
Congress Wealth Management
Massachusetts
$1.45M +$775K +1,360 +114%
VA
541
Valmark Advisers
Ohio
$1.45M -$302K -530 -17%
AIP
542
ARS Investment Partners
New York
$1.44M +$17.7K +31 +1%
MCM
543
Manchester Capital Management
Vermont
$1.44M
SCM
544
Sunbeam Capital Management
Georgia
$1.44M +$1.44M +2,514 New
OWA
545
ORBA Wealth Advisors
Illinois
$1.43M -$34.2K -60 -2%
BFA
546
Beaumont Financial Advisors
Massachusetts
$1.43M -$15.4K -27 -1%
UWPG
547
Ullmann Wealth Partners Group
Florida
$1.43M -$12.5K -22 -0.9%
SB
548
Sunflower Bank
Texas
$1.42M -$250K -439 -15%
FNWM
549
Financial Network Wealth Management
Utah
$1.42M
TF
550
Tudor Financial
Ohio
$1.42M +$14.2K +25 +1%