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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 %
SWP
751
Strategic Wealth Partners
Ohio
$526K
BBI
752
Baxter Bros Inc
Connecticut
$519K
FHA
753
Flagship Harbor Advisors
Massachusetts
$518K
P
754
&Partners
Tennessee
$513K
MCP
755
Mirador Capital Partners
California
$513K +$513K +1,011 New
AMBIA
756
Allen Mooney & Barnes Investment Advisors
Georgia
$511K +$1.02K +2 +0.2%
DWA
757
Delap Wealth Advisory
Oregon
$510K +$255K +503 +100%
CIA
758
Capital Investment Advisors
Georgia
$510K +$15.2K +30 +3%
GLA
759
Great Lakes Advisors
Illinois
$510K +$2.03K +4 +0.4%
MWM
760
Marion Wealth Management
Pennsylvania
$509K -$9.64K -19 -2%
DIP
761
DT Investment Partners
Pennsylvania
$509K
DWA
762
Douglass Winthrop Advisors
New York
$507K
HIGP
763
Hill Investment Group Partners
Missouri
$507K +$507K +1,000 New
GL
764
GHE LLC
Tennessee
$507K
BFEC
765
Benjamin F. Edwards & Company
Missouri
$506K -$42.1K -83 -8%
Nuveen Asset Management
766
Nuveen Asset Management
Illinois
$506K +$506K +997 New
SMWM
767
Silvia McColl Wealth Management
California
$504K
TWM
768
Tanager Wealth Management
United Kingdom
$503K
VBFG
769
Vishria Bird Financial Group
Tennessee
$503K -$507 -1 -0.1%
LNB
770
Ledyard National Bank
$503K
FNT
771
First National Trust
Pennsylvania
$501K -$13.7K -27 -3%
BMCM
772
Bryn Mawr Capital Management
Pennsylvania
$499K +$71K +140 +17%
GVAG
773
Great Valley Advisor Group
Delaware
$495K -$29.9K -59 -6%
MAG
774
M3 Advisory Group
Massachusetts
$494K +$494K +973 New
LRIC
775
Long Road Investment Counsel
Michigan
$491K