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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 %
Prudential Financial
651
Prudential Financial
New Jersey
$755K +$86.2K +170 +13%
PMFA
652
Plante Moran Financial Advisors
Michigan
$747K +$86.5K +170 +13%
FWTB
653
First Western Trust Bank
Colorado
$732K -$218K -429 -23%
CWM
654
CCG Wealth Management
California
$729K
IFWM
655
Institute for Wealth Management
Colorado
$728K
BOS
656
Bank of Stockton
California
$727K -$82.5K -165 -10%
MIG
657
McGuire Investment Group
Rhode Island
$719K
QPWM
658
Quadrant Private Wealth Management
Pennsylvania
$716K +$30K +59 +4%
PFA
659
Pettinga Financial Advisors
Indiana
$712K
LG
660
LAM Group
Oregon
$710K
BBW
661
Blue Barn Wealth
Utah
$708K -$2.03K -4 -0.3%
HFP
662
Holistic Financial Partners
Indiana
$708K +$2.03K +4 +0.3%
GC
663
Grimes & Company
Massachusetts
$707K +$2.54K +5 +0.4%
LA
664
LM Advisors
California
$706K +$706K +1,391 New
LCM
665
Leisure Capital Management
California
$705K
TCWA
666
Turtle Creek Wealth Advisors
Texas
$703K +$703K +1,386 New
FC
667
FCA Corp
Texas
$700K
AWA
668
Acorn Wealth Advisors
Michigan
$700K +$15.2K +30 +2%
SAM
669
Seelaus Asset Management
New Jersey
$695K
PNC
670
Park National Corp
Ohio
$694K
TI
671
Trexquant Investment
Connecticut
$693K -$2.24M -4,421 -76%
RRA
672
Round Rock Advisors
Connecticut
$689K
CIBC World Market
673
CIBC World Market
Ontario, Canada
$684K -$64.4K -127 -9%
RWA
674
River Wealth Advisors
Pennsylvania
$679K -$9.64K -19 -1%
BCI
675
Brinker Capital Investments
Pennsylvania
$675K +$155K +309 +30%