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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 %
NCM
826
Neumann Capital Management
California
$513K
SP
827
Stablepoint Partners
Massachusetts
$512K -$1.71K -3 -0.3%
BCM
828
Brookstone Capital Management
Illinois
$508K +$117K +205 +30%
CP
829
Creekside Partners
California
$506K +$1.14K +2 +0.2%
GIA
830
Gladstone Institutional Advisory
Florida
$504K
P
831
Pitcairn
Pennsylvania
$500K
LBC
832
Lowe Brockenbrough & Co
Virginia
$498K
BWL
833
Bogart Wealth LLC
Virginia
$497K
RC
834
Rovin Capital
Arizona
$497K
VCA
835
Verdence Capital Advisors
Maryland
$496K
MF
836
Montis Financial
Massachusetts
$496K +$496K +871 New
BMCM
837
Bryn Mawr Capital Management
Pennsylvania
$493K +$40.4K +71 +9%
CFB
838
Cullen/Frost Bankers
Texas
$492K
AF
839
Apollon Financial
South Carolina
$490K +$490K +861 New
LGWM
840
Litman Gregory Wealth Management
California
$488K
DWM
841
Denver Wealth Management
Colorado
$488K -$570 -1 -0.1%
RWM
842
Rockline Wealth Management
New York
$487K -$35.9K -63 -7%
CPA
843
Cardiff Park Advisors
California
$485K +$570 +1 +0.1%
IRAG
844
Investment Research & Advisory Group
Georgia
$483K
OIA
845
Optimum Investment Advisors
Illinois
$481K
RSWM
846
Robertson Stephens Wealth Management
California
$481K +$39.4K +69 +9%
PTP
847
Platform Technology Partners
New York
$479K +$8.55K +15 +2%
ES
848
Eagle Strategies
New York
$478K
Capstone Investment Advisors
849
Capstone Investment Advisors
New York
$478K +$478K +839 New
MWA
850
Monograph Wealth Advisors
California
$477K +$477K +835 New