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SPDR S&P MidCap 400 ETF Trust

1,306 hedge funds and large institutions have $14B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 366 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,306
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
18.89%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
99
Increased
366
Reduced
430
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
OWP
751
Obermeyer Wealth Partners
Colorado
$653K
RG
752
Rathbones Group
United Kingdom
$649K
MC
753
Miramar Capital
Illinois
$647K +$37K +65 +6%
NHT
754
New Hampshire Trust
New Hampshire
$646K
AC
755
Apella Capital
Connecticut
$641K +$1.13K +2 +0.2%
BWP
756
BSW Wealth Partners
Colorado
$637K +$79.2K +139 +14%
FA
757
Fagan Associates
New York
$636K
CIA
758
Capital Investment Advisors
Georgia
$636K -$18.2K -32 -3%
KOC
759
Koss-Olinger Consulting
Florida
$632K +$39.9K +70 +7%
DADC
760
D.A. Davidson & Co
Montana
$632K +$43.9K +77 +7%
W
761
WorthPointe
California
$629K -$30.2K -53 -5%
SAM
762
Synergy Asset Management
Washington
$628K +$628K +1,102 New
PMFA
763
Plante Moran Financial Advisors
Michigan
$624K -$322K -565 -34%
LT
764
Legacy Trust
Michigan
$624K
WP
765
WealthShield Partners
North Carolina
$623K +$80.5K +141 +15%
PFBT
766
Parkside Financial Bank & Trust
Missouri
$620K -$20.5K -36 -3%
FNT
767
First National Trust
Pennsylvania
$620K +$37.6K +66 +6%
FZCM
768
Flynn Zito Capital Management
New York
$619K -$5.13K -9 -0.8%
BFM
769
Broadview Financial Management
Wisconsin
$617K -$9.12K -16 -1%
HWA
770
HCR Wealth Advisors
California
$615K +$570 +1 +0.1%
EFA
771
Evernest Financial Advisors
Indiana
$610K +$610K +1,071 New
SI
772
Saxon Interests
Texas
$606K +$1.14K +2 +0.2%
PIM
773
Progressive Investment Management
Oregon
$602K
RIA
774
Regal Investment Advisors
Michigan
$602K +$602K +1,057 New
SWP
775
Strategic Wealth Partners
Ohio
$599K +$16K +28 +3%