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SPDR S&P MidCap 400 ETF Trust

1,287 hedge funds and large institutions have $13.9B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+61
Holders Change %
+4.98%
% of All Funds
18.65%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
120
Increased
348
Reduced
437
Closed
50
Calls
$182M
Puts
$287M
Net Calls
-$105M
Net Calls Change
-$516M
Name Holding Trade Value Shares
Change
Shares
Change %
RT
626
Rockland Trust
Massachusetts
$928K -$25K -45 -3%
LPT
627
Legacy Private Trust
Wisconsin
$927K
BWP
628
Baldwin Wealth Partners
Massachusetts
$925K -$64K -115 -6%
SAM
629
Sawgrass Asset Management
Florida
$921K
AWA
630
Arkadios Wealth Advisors
Georgia
$921K -$10K -18 -1%
QCG
631
Quadrant Capital Group
Ohio
$919K +$5.01K +9 +0.5%
ICG
632
InterOcean Capital Group
Tennessee
$915K -$223K -400 -20%
DWP
633
Daymark Wealth Partners
Ohio
$912K
GSIAS
634
Garden State Investment Advisory Services
New Jersey
$911K +$656K +1,181 +257%
Prudential Financial
635
Prudential Financial
New Jersey
$911K +$82.9K +149 +10%
GWP
636
Gen-Wealth Partners
Michigan
$907K +$907K +1,630 New
BJL
637
Brighton Jones LLC
Washington
$907K +$59.5K +107 +7%
GCM
638
Gator Capital Management
Florida
$894K
AA
639
Alesco Advisors
New York
$892K -$19.5K -35 -2%
HH
640
Hilltop Holdings
Texas
$890K +$44.5K +80 +5%
QT
641
Quantbot Technologies
New York
$890K +$890K +1,600 New
HCM
642
Howland Capital Management
Massachusetts
$890K -$100K -180 -10%
FTWA
643
Fifth Third Wealth Advisors
Ohio
$886K +$152K +274 +21%
PA
644
Procyon Advisors
Connecticut
$873K -$11.1K -20 -1%
CAG
645
Crestwood Advisors Group
Massachusetts
$872K +$1.67K +3 +0.2%
HF
646
Halpern Financial
Virginia
$872K
AWA
647
Acorn Wealth Advisors
Michigan
$870K +$103K +185 +13%
RFA
648
RTD Financial Advisors
Pennsylvania
$868K
USWIA
649
UP Strategic Wealth Investment Advisors
Pennsylvania
$864K +$20.6K +37 +2%
BCA
650
Bay Colony Advisors
Massachusetts
$861K +$21.1K +38 +3%