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SPDR S&P MidCap 400 ETF Trust

1,389 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 386 increasing their positions, 418 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+83
Holders Change %
+6.36%
% of All Funds
18.49%
Holding in Top 10
64
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25.49%
% of All Funds
0.85%
New
167
Increased
386
Reduced
418
Closed
53
Calls
$463M
Puts
$292M
Net Calls
+$171M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
676
Acorn Wealth Advisors
Michigan
$895K -$570 -1 -0.1%
AI
677
Accredited Investors
Minnesota
$892K -$23.9K -42 -3%
BCA
678
Bay Colony Advisors
Massachusetts
$892K +$6.27K +11 +0.7%
FPL
679
Fortress Private Ledger
North Carolina
$891K +$891K +1,565 New
RFA
680
RTD Financial Advisors
Pennsylvania
$889K
AA
681
Alesco Advisors
New York
$885K -$28.5K -50 -3%
AFG
682
Atomi Financial Group
New York
$883K +$420K +737 +91%
BFAG
683
Blackston Financial Advisory Group
Florida
$882K -$26.8K -47 -3%
V
684
VeraBank
Texas
$880K
USWIA
685
UP Strategic Wealth Investment Advisors
Pennsylvania
$875K
AMM
686
American Money Management
California
$874K
CFP
687
Cascade Financial Partners
California
$869K
CAM
688
Congress Asset Management
Massachusetts
$866K +$591K +1,037 +214%
CP
689
Clarendon Private
Massachusetts
$857K +$857K +1,504 New
TC
690
TownSquare Capital
Utah
$857K +$97.4K +171 +13%
HCM
691
Howland Capital Management
Massachusetts
$856K -$57.2K -100 -6%
VIM
692
Vista Investment Management
Pennsylvania
$856K -$5.7K -10 -0.7%
RCS
693
Retirement Capital Strategies
California
$856K
PFA
694
Pettinga Financial Advisors
Indiana
$855K +$57K +100 +7%
GPI
695
General Partner Inc
Pennsylvania
$845K
PFT
696
Providence First Trust
Arizona
$845K -$768K -1,348 -48%
DS
697
DRW Securities
Illinois
$841K -$1.91M -3,345 -69%
OFS
698
OneAscent Financial Services
Alabama
$838K +$838K +1,471 New
PA
699
Procyon Advisors
Connecticut
$837K
ALWM
700
Andrews Lucia Wealth Management
California
$837K +$570 +1 +0.1%