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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 %
CSIC
576
Clifford Swan Investment Counsel
California
$1M
SCM
577
Sebold Capital Management
Illinois
$1M +$302K +595 +43%
FFG
578
Frisch Financial Group
New York
$1M +$3.55K +7 +0.4%
BFA
579
Bill Few Associates
Pennsylvania
$1,000K
BMC
580
Bear Mountain Capital
Washington
$999K +$999K +2,019 New
LC
581
LCNB Corp
Ohio
$997K +$96.4K +190 +11%
FWM
582
Forza Wealth Management
Florida
$994K -$91.3K -180 -8%
AWM
583
Axxcess Wealth Management
California
$994K +$127K +251 +15%
EAM
584
Evanson Asset Management
California
$980K +$3.04K +6 +0.3%
MWM
585
Maltin Wealth Management
New Jersey
$979K +$3.04K +6 +0.3%
SCA
586
Snowden Capital Advisors
New York
$975K +$715K +1,410 +275%
TF
587
Tompkins Financial
New York
$966K
CRWM
588
Castle Rock Wealth Management
California
$965K +$965K +1,953 New
PWG
589
Private Wealth Group
Florida
$957K
PI
590
Putnam Investments
Massachusetts
$951K -$1.01M -1,986 -51%
PP
591
Prosperity Planning
Missouri
$947K -$4.06K -8 -0.4%
SL
592
SFM LLC
New Hampshire
$947K +$947K +1,866 New
MC
593
Moors & Cabot
Massachusetts
$937K +$74.1K +146 +9%
FA
594
FF Advisors
California
$934K +$934K +1,840 New
Jennison Associates
595
Jennison Associates
New York
$931K +$509K +1,002 +120%
CB
596
Cadence Bank
Mississippi
$926K
AMCA
597
Arthur M. Cohen & Associates
Illinois
$924K +$1.02K +2 +0.1%
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
$915K +$39.1K +77 +4%
VA
599
Valmark Advisers
Ohio
$909K +$70.5K +139 +8%
HCM
600
Howland Capital Management
Massachusetts
$905K -$50.9K -100 -5%