MDY icon

SPDR S&P MidCap 400 ETF Trust

1,021 hedge funds and large institutions have $12.2B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 248 increasing their positions, 381 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+62
Holders Change %
+6.47%
% of All Funds
17.98%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.37%
New
125
Increased
248
Reduced
381
Closed
55
Calls
$181M
Puts
$466M
Net Calls
-$285M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
601
Western Wealth Management
Colorado
$604K -$447K -940 -43%
SBIA
602
Sheaff Brock Investment Advisors
Indiana
$599K -$13.3K -28 -2%
SFSIG
603
San Francisco Sentry Investment Group
California
$594K +$43.3K +91 +8%
MKC
604
M. Kraus & Co
Vermont
$592K +$592K +1,244 New
AP
605
Appleton Partners
Massachusetts
$583K -$115K -242 -16%
RGC
606
Roberts, Glore & Co
Illinois
$579K -$627K -1,317 -52%
SFG
607
SevenBridge Financial Group
Pennsylvania
$579K
MC
608
Moors & Cabot
Massachusetts
$577K +$11.9K +25 +2%
DL
609
DOHJ LLC
Washington
$576K +$267K +560 +86%
SFA
610
Sequoia Financial Advisors
Ohio
$574K
RPC
611
Rossmore Private Capital
Connecticut
$569K
AWM
612
Altium Wealth Management
New York
$569K
EWM
613
Empirical Wealth Management
Washington
$569K +$119K +250 +26%
SPP
614
Single Point Partners
Massachusetts
$563K
FA
615
Fagan Associates
New York
$562K
KCM
616
Kanawha Capital Management
Virginia
$559K -$11.9K -25 -2%
JFA
617
JNBA Financial Advisors
Minnesota
$559K
Thrivent Financial for Lutherans
618
Thrivent Financial for Lutherans
Minnesota
$558K +$22.4K +47 +4%
NDSI
619
Newman Dignan & Sheerar Inc
Rhode Island
$550K +$34.7K +73 +7%
EW
620
Evoke Wealth
California
$548K
LRIC
621
Long Road Investment Counsel
Michigan
$545K
FAIM
622
Financial Advocates Investment Management
Washington
$542K -$24.8K -52 -4%
TAM
623
Trillium Asset Management
Massachusetts
$535K +$97.5K +205 +22%
OBGC
624
O'Brien Greene & Co
Pennsylvania
$534K -$70K -147 -12%
BHWM
625
Bar Harbor Wealth Management
New Hampshire
$532K -$110K -232 -17%