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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 %
WF
551
Warner Financial
Maryland
$1.11M +$10.7K +21 +1%
SCM
552
SOL Capital Management
Maryland
$1.09M -$167K -330 -13%
UBV
553
United Bank (Virginia)
Virginia
$1.08M
WPC
554
White Pine Capital
Minnesota
$1.08M -$179K -352 -14%
WWP
555
Walden Wealth Partners
Ohio
$1.08M +$1.08M +2,122 New
CIAS
556
Capital Investment Advisory Services
North Carolina
$1.07M +$9.64K +19 +0.9%
BFS
557
Bradley Foster & Sargent
Connecticut
$1.07M +$145K +286 +16%
FRA
558
Frank Rimerman Advisors
California
$1.07M +$93.9K +185 +10%
TFG
559
Taylor Financial Group
Virginia
$1.06M +$1.06M +2,099 New
WPIC
560
White Pine Investment Company
Michigan
$1.05M -$113K -222 -10%
PFG
561
Pacific Financial Group
Washington
$1.05M +$37.5K +74 +4%
EFS
562
Essex Financial Services
Connecticut
$1.04M +$33K +65 +3%
GWS
563
Glassman Wealth Services
Virginia
$1.04M
MOS
564
MGO One Seven
Ohio
$1.04M +$59.9K +118 +6%
FNBOMD
565
First National Bank of Mount Dora
Florida
$1.04M -$12.7K -25 -1%
ICG
566
InterOcean Capital Group
Tennessee
$1.04M -$15.2K -30 -1%
S
567
Sachetta
Massachusetts
$1.04M +$1.04M +2,043 New
CHAM
568
Clear Harbor Asset Management
Connecticut
$1.03M
APA
569
Astoria Portfolio Advisors
New York
$1.03M
ACA
570
American Capital Advisory
Idaho
$1.02M +$1.02M +2,019 New
SFB
571
STAR Financial Bank
Indiana
$1.02M -$13.7K -27 -1%
BFA
572
Beacon Financial Advisory
Ohio
$1.01M -$53.3K -105 -5%
NCM
573
NCM Capital Management
New Jersey
$1.01M -$50.7K -100 -5%
SWA
574
Stratos Wealth Advisors
Ohio
$1.01M +$71K +140 +8%
MIAS
575
Mason Investment Advisory Services
Virginia
$1M -$24.4K -48 -2%