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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 %
PRWA
751
Platte River Wealth Advisors
Colorado
$261K +$261K +585 New
OIA
752
Optimum Investment Advisors
Illinois
$260K
NWS
753
Newport Wealth Strategies
California
$260K
CL
754
COWA LLC
Oklahoma
$260K +$260K +620 New
VFA
755
Valeo Financial Advisors
Indiana
$257K +$113K +270 +79%
HCIA
756
Hochman Cole Investment Advisors
Illinois
$256K
FHC
757
First Horizon Corporation
Tennessee
$256K
TW
758
TrinityPoint Wealth
Connecticut
$255K -$13.3K -30 -5%
SI
759
Shaker Investments
Ohio
$253K +$841 +2 +0.3%
PI
760
Pachira Investments
California
$252K -$42K -100 -14%
AIM
761
Avity Investment Management
Connecticut
$252K -$6.3K -15 -2%
SFI
762
SPC Financial Inc
Maryland
$252K
PB
763
Pinnacle Bancorp
Nebraska
$252K
CBT
764
Capital Bank & Trust
California
$252K +$252K +600 New
QTM
765
qPULA Trading Management
New York
$252K +$252K +600 New
TWM
766
TriaGen Wealth Management
California
$252K +$252K +600 New
FMWA
767
Forvis Mazars Wealth Advisors
Missouri
$251K
RWA
768
Ropes Wealth Advisors
Massachusetts
$251K
RMC
769
Resources Management Corp
Connecticut
$246K
EWM
770
Endurance Wealth Management
Rhode Island
$246K
MA
771
Mutual Advisors
Nebraska
$246K +$246K +585 New
SWPG
772
Strategic Wealth Partners Group
Illinois
$245K +$245K +582 New
SYBT
773
Stock Yards Bank & Trust
Kentucky
$245K +$245K +583 New
BHIA
774
Birch Hill Investment Advisors
Massachusetts
$245K +$245K +583 New
PP
775
Paloma Partners
Connecticut
$244K +$244K +580 New