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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 %
OPS
676
Orion Portfolio Solutions
Nebraska
$675K +$155K +309 +30%
NCM
677
Neumann Capital Management
California
$670K
FTWA
678
Fifth Third Wealth Advisors
Ohio
$669K +$274K +540 +69%
EG
679
Ellerson Group
Maryland
$666K
FZCM
680
Flynn Zito Capital Management
New York
$661K -$72.1K -142 -10%
HP
681
Hyperion Partners
Pennsylvania
$649K +$2.54K +5 +0.4%
GWM
682
GSB Wealth Management
Connecticut
$647K
TWA
683
TCI Wealth Advisors
Arizona
$643K -$9.13K -18 -1%
HT
684
Headlands Technologies
Illinois
$643K +$494K +973 +330%
BFG
685
Bleakley Financial Group
New Jersey
$640K +$104K +204 +19%
AIM
686
Aspen Investment Management
Michigan
$638K -$12.7K -25 -2%
TSS
687
Two Sigma Securities
New York
$636K -$3.7M -7,292 -85%
AT
688
Avalon Trust
New Mexico
$636K +$636K +1,254 New
OWM
689
Orgel Wealth Management
Wisconsin
$635K +$2.03K +4 +0.3%
ST
690
Smithfield Trust
Pennsylvania
$634K
SPP
691
Single Point Partners
Massachusetts
$633K
NIM
692
Nicollet Investment Management
Minnesota
$631K +$1.52K +3 +0.2%
SBIA
693
Sheaff Brock Investment Advisors
Indiana
$630K +$25.4K +50 +4%
CF
694
Centaurus Financial
California
$629K -$32.5K -64 -5%
TCOV
695
Trust Company of Vermont
Vermont
$629K +$77.1K +152 +14%
ME
696
McIlrath & Eck
Washington
$627K -$12.7K -25 -2%
PPW
697
Parcion Private Wealth
Washington
$621K
SQA
698
Simon Quick Advisors
New Jersey
$618K
UFAC
699
Urban Financial Advisory Corp
Illinois
$618K +$618K +1,218 New
RGC
700
Roberts, Glore & Co
Illinois
$614K