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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
18.49%
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 %
KWM
551
Kingsview Wealth Management
Oregon
$1.42M -$925K -1,624 -39%
CIA
552
Choate Investment Advisors
Massachusetts
$1.42M +$412K +723 +41%
SWA
553
Stratos Wealth Advisors
Ohio
$1.41M +$34.8K +61 +3%
CRWM
554
Castle Rock Wealth Management
California
$1.41M +$102K +174 +8%
SWM
555
Spire Wealth Management
Virginia
$1.4M -$11.4K -20 -0.8%
FMWA
556
Forvis Mazars Wealth Advisors
Missouri
$1.4M +$94K +165 +7%
MC
557
Middleton & Co
Massachusetts
$1.39M -$5.7K -10 -0.4%
SL
558
Sentinus LLC
Illinois
$1.38M -$56.1M -98,418 -98%
LFG
559
Larson Financial Group
Missouri
$1.38M +$26.8K +47 +2%
MBT
560
Montecito Bank & Trust
California
$1.37M
GAG
561
GM Advisory Group
New York
$1.37M
CAM
562
Cozad Asset Management
Illinois
$1.37M
AWM
563
Axxcess Wealth Management
California
$1.35M -$570 -1 -0%
CCM
564
Coldstream Capital Management
Washington
$1.35M -$47.3K -83 -3%
BSA
565
Braun Stacey Associates
New York
$1.35M -$53.5K -94 -4%
ACA
566
American Capital Advisory
Idaho
$1.34M +$137K +241 +11%
BAAM
567
Baker Avenue Asset Management
California
$1.34M -$101K -178 -7%
Jennison Associates
568
Jennison Associates
New York
$1.32M +$340K +596 +35%
BBWP
569
Beacon Bridge Wealth Partners
Pennsylvania
$1.31M -$19.4K -34 -1%
STA
570
Summit Trail Advisors
New York
$1.3M +$97.8K +171 +8%
ACM
571
Allred Capital Management
Texas
$1.29M
WF
572
Warner Financial
Maryland
$1.29M +$22.2K +39 +2%
SWA
573
SOA Wealth Advisors
New York
$1.28M -$108K -190 -8%
EWA
574
EverSource Wealth Advisors
Alabama
$1.28M -$61.5K -108 -5%
HR
575
Howe & Rusling
New York
$1.28M