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SPDR S&P MidCap 400 ETF Trust

959 hedge funds and large institutions have $10.5B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 212 increasing their positions, 361 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+111
Holders Change %
+13.09%
% of All Funds
17.02%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
1.15%
New
164
Increased
212
Reduced
361
Closed
39
Calls
$278M
Puts
$618M
Net Calls
-$341M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
701
Next Financial Group
Texas
$316K +$244K +581 +340%
VCA
702
Verdence Capital Advisors
Maryland
$316K +$316K +752 New
SXL
703
Summit X LLC
Missouri
$315K +$172K +411 +121%
ACM
704
Ashford Capital Management
Delaware
$311K +$311K +740 New
OCM
705
Orion Capital Management
California
$311K +$311K +740 New
CSPIA
706
Cary Street Partners Investment Advisory
Virginia
$308K -$253K -601 -45%
CC
707
Cadinha & Co
Hawaii
$308K
FPW
708
Flagship Private Wealth
Massachusetts
$307K +$307K +711 New
NCM
709
Novare Capital Management
North Carolina
$306K
CCP
710
Clarkston Capital Partners
Michigan
$304K +$304K +725 New
UFA
711
US Financial Advisors
Massachusetts
$304K +$304K +725 New
FBB
712
Fulton Breakefield Broenniman
Maryland
$302K -$21.4K -51 -7%
OFS
713
Orrstown Financial Services
Pennsylvania
$301K -$42K -100 -12%
CIAS
714
Capital Investment Advisory Services
North Carolina
$299K +$44.6K +106 +18%
JWA
715
JFS Wealth Advisors
Pennsylvania
$298K
BIC
716
Beach Investment Counsel
Pennsylvania
$298K
LWAC
717
Laurel Wealth Advisors (California)
California
$295K -$27.3K -65 -8%
AIP
718
Almanack Investment Partners
Pennsylvania
$295K
BAM
719
Baldrige Asset Management
Pennsylvania
$294K
CS
720
Cannell & Spears
New York
$294K
IIC
721
Integrated Investment Consultants
Michigan
$294K
JAG
722
Journey Advisory Group
Kentucky
$294K +$294K +700 New
CCFM
723
Clear Creek Financial Management
Washington
$294K +$294K +753 New
FMBTD
724
First Midwest Bank Trust Division
Illinois
$291K
CAM
725
Carret Asset Management
New York
$291K +$5.87K +14 +2%