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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 %
FH
726
FWG Holdings
Florida
$563K -$80.2K -160 -12%
FCB
727
First County Bank
Connecticut
$563K
WA
728
Wealth Architects
California
$559K
JWA
729
JFS Wealth Advisors
Pennsylvania
$559K +$219K +432 +65%
SCTC
730
Sanibel Captiva Trust Company
Florida
$558K +$558K +1,100 New
ACM
731
Advisors Capital Management
New Jersey
$557K
LT
732
Legacy Trust
Michigan
$556K
WP
733
WealthShield Partners
North Carolina
$556K -$7.64K -15 -1%
BCM
734
Brookstone Capital Management
Illinois
$555K -$3.04K -6 -0.5%
AC
735
Apella Capital
Connecticut
$554K +$987 +2 +0.2%
BWM
736
Baystate Wealth Management
Massachusetts
$554K -$2.03K -4 -0.4%
DADC
737
D.A. Davidson & Co
Montana
$552K -$53.3K -105 -9%
AI
738
Accredited Investors
Minnesota
$550K
PO
739
Private Ocean
California
$549K -$18.8K -37 -3%
MC
740
Miramar Capital
Illinois
$543K
KCM
741
Kanawha Capital Management
Virginia
$541K
NG
742
Norden Group
Utah
$539K -$1.68M -3,315 -76%
JFA
743
JNBA Financial Advisors
Minnesota
$537K
BFA
744
Bragg Financial Advisors
North Carolina
$537K -$4.06K -8 -0.7%
PIM
745
Progressive Investment Management
Oregon
$536K -$11.7K -23 -2%
FWP
746
FAS Wealth Partners
Kansas
$531K -$2.54K -5 -0.5%
IWM
747
IHT Wealth Management
Illinois
$530K -$46.2K -91 -8%
AP
748
Appleton Partners
Massachusetts
$529K -$10.2K -20 -2%
KOC
749
Koss-Olinger Consulting
Florida
$528K
GKIM
750
GW&K Investment Management
Massachusetts
$527K +$4.57K +9 +0.9%