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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 %
TC
626
TownSquare Capital
Utah
$822K -$2.03M -3,997 -71%
CWM
627
Cordatus Wealth Management
Pennsylvania
$819K +$819K +1,615 New
GCM
628
Gator Capital Management
Florida
$815K
BFG
629
Berger Financial Group
Minnesota
$815K +$507 +1 +0.1%
ALWM
630
Andrews Lucia Wealth Management
California
$813K
PA
631
Procyon Advisors
Connecticut
$806K -$5.07K -10 -0.6%
CCM
632
Coldstream Capital Management
Washington
$805K -$18.8K -37 -2%
CAG
633
Crestwood Advisors Group
Massachusetts
$794K
RFA
634
RTD Financial Advisors
Pennsylvania
$792K -$5.07K -10 -0.6%
TW
635
TritonPoint Wealth
Maryland
$790K +$790K +1,552 New
HF
636
Halpern Financial
Virginia
$787K
FBFS
637
First Business Financial Services
Wisconsin
$787K
CCWM
638
Cassaday & Co Wealth Management
Virginia
$784K
V
639
VeraBank
Texas
$784K
TCM
640
Triumph Capital Management
Colorado
$781K -$6.59K -13 -0.8%
IWC
641
Integrated Wealth Concepts
Massachusetts
$778K +$223K +440 +40%
AMM
642
American Money Management
California
$778K -$25.4K -50 -3%
BJL
643
Brighton Jones LLC
Washington
$773K +$36K +71 +5%
HH
644
Hilltop Holdings
Texas
$771K +$7.61K +15 +1%
CWM
645
Cornerstone Wealth Management
Missouri
$770K -$33.5K -66 -4%
USWIA
646
UP Strategic Wealth Investment Advisors
Pennsylvania
$769K +$769K +1,515 New
VIM
647
Vista Investment Management
Pennsylvania
$767K -$7.61K -15 -1%
BCA
648
Bay Colony Advisors
Massachusetts
$766K +$45.7K +90 +6%
BOH
649
Bank of Hawaii
Hawaii
$766K
RCS
650
Retirement Capital Strategies
California
$762K