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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 %
Chevy Chase Trust
901
Chevy Chase Trust
Maryland
$332K +$66K +130 +25%
MWM
902
Merriman Wealth Management
Washington
$332K
SI
903
Saxon Interests
Texas
$330K +$330K +650 New
GWANC
904
Guardian Wealth Advisors (North Carolina)
North Carolina
$330K -$1.52K -3 -0.5%
ACA
905
Aptus Capital Advisors
Alabama
$330K -$1.52K -3 -0.5%
RA
906
Ruggaard & Associates
Ohio
$330K
DL
907
DOHJ LLC
Washington
$330K
CCMG
908
Clark Capital Management Group
Pennsylvania
$330K +$330K +650 New
MPW
909
Monterey Private Wealth
California
$329K
WDL
910
Well Done LLC
Michigan
$329K +$75.1K +148 +30%
CC
911
Cadinha & Co
Hawaii
$329K -$12.7K -25 -4%
RCAG
912
Rehmann Capital Advisory Group
Michigan
$329K -$45.7K -90 -12%
KAH
913
Kathryn A. Hall
$327K
BTW
914
Boston Trust Walden
Massachusetts
$327K
OWA
915
Octavia Wealth Advisors
Ohio
$325K -$65.7K -129 -17%
GPA
916
Guidance Point Advisors
Massachusetts
$325K +$6.62K +13 +2%
SP
917
Stablepoint Partners
Massachusetts
$325K +$325K +640 New
LFG
918
Larson Financial Group
Missouri
$323K -$2.37M -4,665 -88%
CWA
919
CM Wealth Advisors
Ohio
$320K
CWP
920
CFM Wealth Partners
Texas
$319K
Group One Trading
921
Group One Trading
Illinois
$319K +$3.04K +6 +1%
BTI
922
Blue Trust Inc
Georgia
$319K
ZAM
923
Zevin Asset Management
Massachusetts
$317K +$317K +624 New
CFS
924
CRA Financial Services
New Jersey
$317K -$2.54K -5 -0.8%
CA
925
Cortland Associates
Missouri
$314K +$20.3K +40 +7%