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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 %
LBC
801
Lowe Brockenbrough & Co
Virginia
$444K
RC
802
Rovin Capital
Arizona
$443K
BWL
803
Bogart Wealth LLC
Virginia
$443K
LWL
804
Leo Wealth LLC
Texas
$443K +$443K +868 New
VCA
805
Verdence Capital Advisors
Maryland
$442K +$16.2K +32 +4%
RDWM
806
Red Door Wealth Management
Tennessee
$441K
CPSAC
807
Chas P. Smith & Associates (CPS)
Florida
$437K
GCIM
808
Gunn & Company Investment Management
Florida
$437K +$184K +362 +72%
ES
809
Eagle Strategies
New York
$436K -$44.7K -88 -9%
DWM
810
Denver Wealth Management
Colorado
$435K
FBB
811
Fulton Breakefield Broenniman
Maryland
$434K -$5.07K -10 -1%
Fiera Capital (Canada)
812
Fiera Capital (Canada)
Quebec, Canada
$433K
CPA
813
Cardiff Park Advisors
California
$430K +$1.01K +2 +0.2%
IRAG
814
Investment Research & Advisory Group
Georgia
$430K
WA
815
WBH Advisory
Maryland
$428K +$507 +1 +0.1%
TW
816
TrinityPoint Wealth
Connecticut
$428K +$33K +65 +8%
MWA
817
Monograph Wealth Advisors
California
$425K
HIM
818
Harbour Investment Management
Washington
$424K
SIC
819
Sigma Investment Counselors
Michigan
$423K
WA
820
WP Advisors
California
$420K +$7.1K +14 +2%
AA
821
Ancora Advisors
Ohio
$419K
SCM
822
Seascape Capital Management
New Hampshire
$415K
CAL
823
Capital Advisors Ltd
Ohio
$415K
WIC
824
Woodmont Investment Counsel
Tennessee
$412K +$116K +228 +39%
ACM
825
Ayrshire Capital Management
Connecticut
$411K +$507 +1 +0.1%