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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 %
CFS
876
Commonwealth Financial Services
West Virginia
$356K -$11.2K -22 -3%
BDF
877
Black Diamond Financial
Maryland
$356K
AWM
878
Aberdeen Wealth Management
Illinois
$356K
EFI
879
EHP Funds Inc
Canada
$355K +$355K +700 New
IIA
880
ICW Investment Advisors
Arizona
$355K +$1.02K +2 +0.3%
CS
881
Cannell & Spears
New York
$354K
CAM
882
Carret Asset Management
New York
$353K
NCM
883
Novare Capital Management
North Carolina
$351K
BI
884
Berkeley Inc
Idaho
$348K -$25.4K -50 -7%
BHWM
885
Bar Harbor Wealth Management
New Hampshire
$348K -$154K -303 -31%
OCM
886
Orion Capital Management
California
$347K
UCB
887
United Community Bank
South Carolina
$345K -$12.7K -25 -4%
FMII
888
Farmers & Merchants Investments Inc
Nebraska
$342K
OIA
889
Optimum Investment Advisors
Illinois
$340K
ACA
890
Anchor Capital Advisors
Massachusetts
$340K
BA
891
Brightwater Advisory
Florida
$339K +$339K +669 New
PAMG
892
Patton Albertson Miller Group
Tennessee
$339K -$40.6K -80 -11%
WA
893
Wealth Alliance
New York
$337K
BWP
894
BSW Wealth Partners
Colorado
$337K
HWA
895
Heartwood Wealth Advisors
Virginia
$335K +$14.7K +29 +5%
SAM
896
S.A. Mason
Michigan
$335K
PL
897
Plancorp LLC
Missouri
$335K +$66K +130 +25%
DAS
898
Dynamic Advisor Solutions
Arizona
$334K -$20.8K -42 -6%
BFC
899
Bedel Financial Consulting
Indiana
$333K
CCA
900
Clearwater Capital Advisors
Illinois
$333K