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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 %
LWL
801
Leo Wealth LLC
Texas
$555K +$103K +181 +23%
JFA
802
JNBA Financial Advisors
Minnesota
$553K -$19.4K -34 -3%
CCFM
803
Clear Creek Financial Management
Washington
$552K -$14M -24,650 -96%
PL
804
Plancorp LLC
Missouri
$552K
MC
805
Maren Capital
Illinois
$549K
FWTB
806
First Western Trust Bank
Colorado
$541K -$281K -493 -34%
GLA
807
Great Lakes Advisors
Illinois
$537K +$1.71K +3 +0.3%
CCM
808
Canal Capital Management
Virginia
$534K
CGPCS
809
Capital Group Private Client Services
California
$531K +$1.71K +3 +0.3%
AFO
810
Arrowroot Family Office
California
$530K -$2.85K -5 -0.5%
HIGP
811
Hill Investment Group Partners
Missouri
$530K
BFA
812
Bragg Financial Advisors
North Carolina
$527K +$1.71K +3 +0.3%
EWM
813
Empirical Wealth Management
Washington
$527K -$14.2K -25 -3%
TA
814
TFG Advisers
Michigan
$524K +$32.5K +57 +7%
TAM
815
Trillium Asset Management
Massachusetts
$524K
FBFS
816
First Business Financial Services
Wisconsin
$522K
CIS
817
Connors Investor Services
Pennsylvania
$521K
MCP
818
Mirador Capital Partners
California
$518K -$17.7K -31 -3%
IWC
819
Integrated Wealth Concepts
Massachusetts
$518K -$347K -610 -40%
FCCM
820
First City Capital Management
Georgia
$517K
GT
821
Glenview Trust
Kentucky
$516K -$10.8K -19 -2%
MMPW
822
Mitchell McLeod Pugh & Williams
Alabama
$516K
FPB
823
First PREMIER Bank
South Dakota
$514K +$514K +902 New
Prudential Financial
824
Prudential Financial
New Jersey
$514K -$128K -225 -20%
VPP
825
Vertex Planning Partners
Illinois
$513K