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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 %
NB
701
Nicolet Bankshares
Wisconsin
$610K +$303K +598 +99%
IAA
702
Independent Advisor Alliance
North Carolina
$609K
DSC
703
Duncker Streett & Co
Missouri
$606K
EWA
704
Exencial Wealth Advisors
Oklahoma
$602K -$5.07K -10 -0.8%
HWM
705
Hohimer Wealth Management
Washington
$600K
SPC
706
Sigma Planning Corp
Michigan
$600K -$721K -1,421 -55%
FIA
707
Foundations Investment Advisors
Arizona
$599K +$194K +383 +48%
LSA
708
L & S Advisors
California
$597K -$25.9K -51 -4%
WWM
709
Western Wealth Management
Colorado
$594K
WP
710
WealthPLAN Partners
Nebraska
$593K -$2.54K -5 -0.4%
OWP
711
Obermeyer Wealth Partners
Colorado
$592K
MCM
712
MontVue Capital Management
Virginia
$592K +$592K +1,166 New
KWM
713
Kaydan Wealth Management
Michigan
$589K
EWA
714
Encompass Wealth Advisors
Oregon
$589K
W
715
WorthPointe
California
$588K
OFS
716
OneAscent Financial Services
Alabama
$581K +$581K +1,145 New
BFM
717
Broadview Financial Management
Wisconsin
$580K -$3.04K -6 -0.5%
GAB
718
German American Bancorp
Indiana
$580K
RG
719
Rathbones Group
United Kingdom
$578K
BBA
720
BLB&B Advisors
Pennsylvania
$577K
NHT
721
New Hampshire Trust
New Hampshire
$575K
CWS
722
Confluence Wealth Services
Pennsylvania
$572K +$572K +1,128 New
SIC
723
Samalin Investment Counsel
New York
$569K
PSF
724
Pacific Sun Financial
California
$568K -$5.07K -10 -0.9%
WAS
725
Wealth Advisory Solutions
Indiana
$565K -$565K -1,114 -50%