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SPDR S&P MidCap 400 ETF Trust

1,306 hedge funds and large institutions have $14B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 366 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,306
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
18.89%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
99
Increased
366
Reduced
430
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
926
Guyasuta Investment Advisors
Pennsylvania
$385K +$385K +675 New
FMII
927
Farmers & Merchants Investments Inc
Nebraska
$385K
OCM
928
Orion Capital Management
California
$384K
PAMG
929
Patton Albertson Miller Group
Tennessee
$381K
WA
930
Wealth Alliance
New York
$379K -$61.5K -108 -14%
HSA
931
HBK Sorce Advisory
Pennsylvania
$377K -$124K -217 -25%
HWA
932
Heartwood Wealth Advisors
Virginia
$377K
BFC
933
Bedel Financial Consulting
Indiana
$374K
CCA
934
Clearwater Capital Advisors
Illinois
$374K
CS
935
Cannell & Spears
New York
$373K
PI
936
PFG Investments
New York
$373K +$8.55K +15 +2%
FFB
937
First Financial Bankshares
Texas
$373K
FFM
938
Forum Financial Management
Illinois
$370K +$39.9K +70 +12%
RA
939
Ruggaard & Associates
Ohio
$370K
MPW
940
Monterey Private Wealth
California
$370K
DL
941
DOHJ LLC
Washington
$368K -$5.9M -10,437 -94%
BTW
942
Boston Trust Walden
Massachusetts
$367K
GPA
943
Guidance Point Advisors
Massachusetts
$367K
RA
944
Rise Advisors
New York
$364K +$6.26K +11 +2%
MWM
945
Mission Wealth Management
California
$363K
ACA
946
Anchor Capital Advisors
Massachusetts
$362K
SWA
947
Sax Wealth Advisors
New Jersey
$362K +$64.9K +114 +22%
EP
948
Edgestream Partners
New Jersey
$361K +$361K +633 New
CWA
949
CM Wealth Advisors
Ohio
$359K
CFS
950
CRA Financial Services
New Jersey
$355K