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SPDR S&P MidCap 400 ETF Trust

959 hedge funds and large institutions have $10.5B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 212 increasing their positions, 361 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+111
Holders Change %
+13.09%
% of All Funds
17.02%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
1.15%
New
164
Increased
212
Reduced
361
Closed
39
Calls
$278M
Puts
$618M
Net Calls
-$341M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
626
SteelPeak Wealth
California
$421K +$8.4K +20 +2%
RG
627
Rathbones Group
United Kingdom
$420K
MAM
628
Marquette Asset Management
Minnesota
$420K
HA
629
Harborview Advisors
Maine
$420K
VBFG
630
Vishria Bird Financial Group
Tennessee
$420K
RBC
631
Roble Belko & Company
Pennsylvania
$417K
PAM
632
Premier Asset Management
Illinois
$416K
QPWM
633
Quadrant Private Wealth Management
Pennsylvania
$415K -$10.1K -24 -2%
NSAM
634
North Star Asset Management
Wisconsin
$412K
BFS
635
Bickling Financial Services
Massachusetts
$409K +$409K +974 New
RWA
636
River Wealth Advisors
Pennsylvania
$408K
BWA
637
BlueSky Wealth Advisors
North Carolina
$404K
NEIRG
638
New England Investment & Retirement Group
Massachusetts
$403K
PCIA
639
Prime Capital Investment Advisors
Kansas
$401K -$101K -240 -20%
EWM
640
Empirical Wealth Management
Washington
$397K -$4.2K -10 -1%
HH
641
Hilltop Holdings
Texas
$397K +$397K +946 New
SC
642
SouthState Corp
Florida
$395K +$25.2K +60 +7%
LSA
643
L & S Advisors
California
$394K -$28.1K -67 -7%
MMPW
644
Mitchell McLeod Pugh & Williams
Alabama
$392K +$421 +1 +0.1%
RC
645
Rovin Capital
Arizona
$390K -$28.6K -68 -7%
BI
646
Berkeley Inc
Idaho
$389K +$389K +926 New
TAM
647
Trillium Asset Management
Massachusetts
$386K -$31.5K -75 -8%
NFC
648
Northeast Financial Consultants
Connecticut
$386K
PBF
649
Petix & Botte Financial
California
$385K
RSWM
650
Robertson Stephens Wealth Management
California
$379K