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SPDR S&P MidCap 400 ETF Trust

1,306 hedge funds and large institutions have $14B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 366 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,306
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
18.89%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
99
Increased
366
Reduced
430
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
QPWM
676
Quadrant Private Wealth Management
Pennsylvania
$793K +$571 +1 +0.1%
LCM
677
Leisure Capital Management
California
$792K -$1.71K -3 -0.2%
BBW
678
Blue Barn Wealth
Utah
$790K +$1.14K +2 +0.1%
TCWA
679
Turtle Creek Wealth Advisors
Texas
$790K
V
680
ViaWealth
Kansas
$786K -$29.6K -52 -4%
FC
681
FCA Corp
Texas
$786K
ALWM
682
Andrews Lucia Wealth Management
California
$786K
HPC
683
HM Payson & Co
Maine
$782K -$99.1K -174 -11%
MAG
684
M3 Advisory Group
Massachusetts
$781K +$45K +79 +6%
MIG
685
McGuire Investment Group
Rhode Island
$781K -$10.3K -18 -1%
LMKC
686
L.M. Kohn & Company
Ohio
$780K -$815K -1,431 -51%
HFP
687
Holistic Financial Partners
Indiana
$779K -$18.8K -33 -2%
RRA
688
Round Rock Advisors
Connecticut
$776K
EDRH
689
Edmond de Rothschild Holding
Switzerland
$774K
3AM
690
3EDGE Asset Management
Florida
$767K +$199K +349 +35%
CAG
691
Crestwood Advisors Group
Massachusetts
$764K -$82.6K -145 -10%
SI
692
Seeds Investor
New York
$761K +$259K +454 +52%
TC
693
TownSquare Capital
Utah
$759K -$5.66M -9,935 -88%
VVP
694
Venture Visionary Partners
Ohio
$759K
FA
695
Fiduciary Alliance
South Carolina
$757K +$236K +415 +45%
RDWM
696
Red Door Wealth Management
Tennessee
$757K +$143K +251 +23%
SFA
697
Sequoia Financial Advisors
Ohio
$754K +$2.28K +4 +0.3%
SIC
698
Samalin Investment Counsel
New York
$745K +$91.7K +161 +14%
EWA
699
Exencial Wealth Advisors
Oklahoma
$744K
AWA
700
Arkadios Wealth Advisors
Georgia
$744K -$24.5K -43 -3%