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 %
BFS
626
Bickling Financial Services
Massachusetts
$524K +$60.4K +127 +13%
JRP
627
Jasper Ridge Partners
California
$521K
TCWA
628
Ten Capital Wealth Advisors
Washington
$518K -$54.2K -114 -9%
ST
629
Sageworth Trust
Pennsylvania
$511K
PMFA
630
Plante Moran Financial Advisors
Michigan
$505K +$8.56K +18 +2%
BW
631
Bison Wealth
Georgia
$502K
PMG
632
ProVise Management Group
Florida
$501K
SW
633
SteelPeak Wealth
California
$501K +$24.3K +51 +5%
KPWS
634
Kestra Private Wealth Services
Texas
$499K -$172K -362 -26%
FWP
635
FAS Wealth Partners
Kansas
$497K
FPF
636
First Pacific Financial
Washington
$490K -$482K -1,013 -50%
PO
637
Private Ocean
California
$486K
EWA
638
Exencial Wealth Advisors
Oklahoma
$483K
OSNBOA
639
Old Second National Bank of Aurora
Illinois
$481K -$149K -313 -24%
22CM
640
20/20 Capital Management
California
$481K
VBFG
641
Vishria Bird Financial Group
Tennessee
$477K
SC
642
Savant Capital
Illinois
$476K -$88.1K -185 -16%
RG
643
Rathbones Group
United Kingdom
$476K
MAM
644
Marquette Asset Management
Minnesota
$476K
RBC
645
Roble Belko & Company
Pennsylvania
$473K
EDRH
646
Edmond de Rothschild Holding
Switzerland
$473K +$305K +640 +181%
ACM
647
Ashford Capital Management
Delaware
$471K +$119K +249 +34%
PAM
648
Premier Asset Management
Illinois
$470K -$1.43K -3 -0.3%
BWA
649
BlueSky Wealth Advisors
North Carolina
$470K
QPWM
650
Quadrant Private Wealth Management
Pennsylvania
$468K -$1.9K -4 -0.4%