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SPDR S&P MidCap 400 ETF Trust

1,389 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 386 increasing their positions, 418 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+83
Holders Change %
+6.36%
% of All Funds
18.49%
Holding in Top 10
64
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25.49%
% of All Funds
0.85%
New
167
Increased
386
Reduced
418
Closed
53
Calls
$463M
Puts
$292M
Net Calls
+$171M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Shares
Change %
ES
876
Eagle Strategies
New York
$510K +$31.9K +56 +7%
CP
877
Creekside Partners
California
$507K +$1.14K +2 +0.2%
MTIC
878
Missouri Trust & Investment Company
Missouri
$502K +$57K +100 +13%
RPA
879
Redwood Park Advisors
California
$501K +$501K +880 New
VFA
880
Valeo Financial Advisors
Indiana
$501K +$70.1K +123 +16%
LBC
881
Lowe Brockenbrough & Co
Virginia
$498K
RC
882
Rovin Capital
Arizona
$497K
EFA
883
Evernest Financial Advisors
Indiana
$496K -$114K -200 -19%
NW
884
Naviter Wealth
Arkansas
$495K +$248K +433 +100%
AF
885
Abound Financial
California
$492K +$492K +864 New
IA
886
IFP Advisors
Florida
$490K -$3.1M -5,448 -86%
MF
887
Montis Financial
Massachusetts
$489K -$7.41K -13 -1%
RWM
888
Rockline Wealth Management
New York
$487K
CGPCS
889
Capital Group Private Client Services
California
$487K -$43.8K -77 -8%
DWM
890
Denver Wealth Management
Colorado
$486K -$1.14K -2 -0.2%
CPA
891
Cardiff Park Advisors
California
$486K +$570 +1 +0.1%
LGWM
892
Litman Gregory Wealth Management
California
$485K -$2.85K -5 -0.6%
MC
893
Mathes Company
New York
$484K -$1.31M -2,300 -73%
DSC
894
Duncker Streett & Co
Missouri
$484K -$191K -335 -28%
OIA
895
Optimum Investment Advisors
Illinois
$481K
PTP
896
Platform Technology Partners
New York
$479K +$570 +1 +0.1%
MWA
897
Monograph Wealth Advisors
California
$477K
HIM
898
Harbour Investment Management
Washington
$476K
BWCS
899
Beirne Wealth Consulting Services
Connecticut
$474K +$18.9K +33 +4%
FBB
900
Fulton Breakefield Broenniman
Maryland
$473K