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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 %
BBPWM
926
Blue Bell Private Wealth Management
Pennsylvania
$313K +$193K +380 +160%
WSTAM
927
Wilbanks Smith & Thomas Asset Management
Virginia
$312K -$6.09K -12 -2%
SC
928
Sapient Capital
Indiana
$312K +$312K +612 New
SRC
929
Shufro Rose & Co
New York
$311K
CA
930
CoreCap Advisors
Michigan
$311K -$161K -318 -34%
RSA
931
River Street Advisors
Illinois
$310K +$507 +1 +0.2%
BW
932
Bison Wealth
Georgia
$308K
RA
933
Rise Advisors
New York
$307K +$36K +71 +13%
GIA
934
Guyasuta Investment Advisors
Pennsylvania
$305K +$305K +601 New
MWM
935
MinichMacGregor Wealth Management
New York
$304K +$304K +600 New
SFC
936
SYM Financial Corp
Indiana
$304K
TWM
937
TriaGen Wealth Management
California
$304K
SFI
938
SPC Financial Inc
Maryland
$304K
MWAM
939
Manhattan West Asset Management
California
$304K
PCMC
940
Private Capital Management (Colorado)
Colorado
$304K -$5.07K -10 -2%
SI
941
Shaker Investments
Ohio
$304K -$9.14K -18 -3%
ACM
942
AlphaStar Capital Management
North Carolina
$300K +$4.57K +9 +2%
FTA
943
Financial & Tax Architects
Missouri
$299K +$299K +590 New
VWA
944
Visionary Wealth Advisors
Illinois
$299K
TPI
945
Trust Point Inc
Wisconsin
$298K +$298K +588 New
ZIM
946
Zacks Investment Management
Illinois
$297K +$1.02K +2 +0.3%
PA
947
Parallel Advisors
California
$297K -$88.2K -174 -23%
PCMK
948
Paragon Capital Management (Kansas)
Kansas
$295K
FFM
949
Forum Financial Management
Illinois
$294K -$44.2K -87 -13%
SAM
950
Summit Asset Management
Tennessee
$293K