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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 %
PCM
601
Parsons Capital Management
Rhode Island
$904K
BWP
602
Baldwin Wealth Partners
Massachusetts
$902K
DIA
603
Dana Investment Advisors
Wisconsin
$899K +$1.02K +2 +0.1%
JAG
604
Journey Advisory Group
Kentucky
$889K
EWP
605
Elevation Wealth Partners
California
$888K
CWC
606
Carolinas Wealth Consulting
North Carolina
$884K
LA
607
Lynch & Associates
Indiana
$883K
AP
608
Adero Partners
California
$880K +$50.7K +100 +6%
RA
609
RFG Advisory
Alabama
$876K -$317K -625 -27%
OMC
610
Old Mission Capital
Illinois
$873K -$548K -1,080 -39%
RT
611
Rockland Trust
Massachusetts
$869K -$144K -283 -14%
HPC
612
HM Payson & Co
Maine
$863K -$229K -451 -21%
MKC
613
M. Kraus & Co
Vermont
$863K
MWA
614
Midland Wealth Advisors
Illinois
$851K +$851K +1,677 New
AWA
615
Arkadios Wealth Advisors
Georgia
$849K -$7.61K -15 -0.9%
LPT
616
Legacy Private Trust
Wisconsin
$845K
V
617
ViaWealth
Kansas
$843K -$192K -379 -19%
SAM
618
Sawgrass Asset Management
Florida
$840K
NRG
619
Nemes Rush Group
Michigan
$837K +$133K +262 +19%
QCG
620
Quadrant Capital Group
Ohio
$833K
DWP
621
Daymark Wealth Partners
Ohio
$832K +$40.6K +80 +5%
PBF
622
Petix & Botte Financial
California
$832K
AA
623
Alesco Advisors
New York
$832K
OFG
624
Omega Financial Group
California
$829K -$19.8K -39 -2%
HAM
625
Harmony Asset Management
Arizona
$827K +$827K +1,629 New