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SPDR S&P MidCap 400 ETF Trust

1,287 hedge funds and large institutions have $13.9B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+61
Holders Change %
+4.98%
% of All Funds
18.65%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
120
Increased
348
Reduced
437
Closed
50
Calls
$182M
Puts
$287M
Net Calls
-$105M
Net Calls Change
-$516M
Name Holding Trade Value Shares
Change
Shares
Change %
FH
751
FWG Holdings
Florida
$615K
BFM
752
Broadview Financial Management
Wisconsin
$615K -$21.7K -39 -3%
WA
753
Wealth Architects
California
$613K
SCTC
754
Sanibel Captiva Trust Company
Florida
$612K
ACM
755
Advisors Capital Management
New Jersey
$611K
LT
756
Legacy Trust
Michigan
$610K
FHA
757
Flagship Harbor Advisors
Massachusetts
$605K +$37.3K +67 +7%
OFS
758
OneAscent Financial Services
Alabama
$605K -$32.3K -58 -5%
SA
759
Strategic Advisors
New York
$603K +$603K +1,083 New
BFG
760
Bleakley Financial Group
New Jersey
$592K -$110K -197 -16%
PIM
761
Progressive Investment Management
Oregon
$588K
MC
762
Miramar Capital
Illinois
$583K
FWP
763
FAS Wealth Partners
Kansas
$582K
SI
764
Stephens Inc
Arkansas
$581K +$47.8K +86 +9%
GKIM
765
GW&K Investment Management
Massachusetts
$578K
JFA
766
JNBA Financial Advisors
Minnesota
$577K -$12.2K -22 -2%
OSAM
767
O'Shaughnessy Asset Management
Connecticut
$571K +$157K +283 +38%
FFA
768
Farther Finance Advisors
California
$570K +$552K +1,000 +3,125%
SWP
769
Strategic Wealth Partners
Ohio
$570K -$6.68K -12 -1%
BBI
770
Baxter Bros Inc
Connecticut
$569K
AFO
771
Arrowroot Family Office
California
$564K +$27.3K +49 +5%
AI
772
Accredited Investors
Minnesota
$561K -$41.7K -75 -7%
CAC
773
Certified Advisory Corp
Florida
$561K +$73.4K +132 +15%
LRIC
774
Long Road Investment Counsel
Michigan
$559K +$11.1K +20 +2%
DIP
775
DT Investment Partners
Pennsylvania
$558K