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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 %
SPFA
851
Summit Place Financial Advisors
New Jersey
$396K
ACM
852
Ardent Capital Management
Ohio
$396K
EGA
853
Eagle Global Advisors
Texas
$393K
OS
854
Objectivity Squared
South Carolina
$387K +$387K +762 New
NW
855
NewEdge Wealth
Pennsylvania
$386K +$57.9K +114 +18%
LA
856
Lifeworks Advisors
Michigan
$384K -$31.5K -62 -8%
NWM
857
Napa Wealth Management
California
$383K +$383K +755 New
BWCS
858
Beirne Wealth Consulting Services
Connecticut
$382K +$136K +266 +55%
PTB
859
Pioneer Trust Bank
Oregon
$382K
CT
860
Colonial Trust
South Carolina
$380K
RB
861
Rodgers Brothers
Pennsylvania
$380K
OSAM
862
O'Shaughnessy Asset Management
Connecticut
$377K +$152K +300 +68%
JFG
863
JDM Financial Group
Texas
$375K
JWBC
864
John W. Brooker & Co
California
$371K
CA
865
CGN Advisors
Kansas
$370K +$370K +730 New
GWA
866
GGM Wealth Advisors
Maryland
$368K +$504 +1 +0.1%
UFA
867
US Financial Advisors
Massachusetts
$368K
OCM
868
One Capital Management
California
$363K
FPW
869
Flagship Private Wealth
Massachusetts
$361K
BIC
870
Beach Investment Counsel
Pennsylvania
$360K
RPCONE
871
Retirement Planning Company of New England
Rhode Island
$359K +$359K +707 New
LFAS
872
Level Four Advisory Services
Texas
$358K +$57.8K +114 +19%
BAMG
873
Brand Asset Management Group
Missouri
$358K
VFA
874
Valeo Financial Advisors
Indiana
$357K
BFG
875
Bouchey Financial Group
New York
$356K