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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 %
FGWP
926
Founders Grove Wealth Partners
Virginia
$443K +$443K +778 New
SFM
927
Signet Financial Management
New Jersey
$442K +$168K +295 +61%
PI
928
PFG Investments
New York
$437K +$64.4K +113 +17%
ACM
929
Ayrshire Capital Management
Connecticut
$437K +$1.14K +2 +0.3%
OS
930
Objectivity Squared
South Carolina
$436K +$1.13K +2 +0.3%
WA
931
Wealth Architects
California
$436K
TCBWMS
932
Texas Capital Bank Wealth Management Services
Texas
$434K
BTI
933
Blue Trust Inc
Georgia
$429K +$19.9K +35 +5%
NDSI
934
Newman Dignan & Sheerar Inc
Rhode Island
$429K
LDB
935
Lee, Danner & Bass
Tennessee
$428K +$218K +383 +104%
EFG
936
Elios Financial Group
Ohio
$427K +$22.2K +39 +5%
NWM
937
Napa Wealth Management
California
$427K +$12.5K +22 +3%
RB
938
Rodgers Brothers
Pennsylvania
$426K
SAM
939
Summit Asset Management
Tennessee
$426K
PTB
940
Pioneer Trust Bank
Oregon
$423K
MRP
941
Measured Risk Portfolios
California
$423K +$423K +743 New
CC
942
Cadinha & Co
Hawaii
$423K +$140K +246 +50%
OWA
943
Octavia Wealth Advisors
Ohio
$421K -$5.15K -9 -1%
AR
944
Apeiron RIA
Texas
$421K +$3.42K +6 +0.8%
SA
945
Scarborough Advisors
Maryland
$419K -$54.1K -95 -11%
HCMG
946
Howard Capital Management Group
California
$419K -$5.7K -10 -1%
GIA
947
Gladstone Institutional Advisory
Florida
$418K -$85.4K -150 -17%
CAI
948
Capital Advisors Inc
Oklahoma
$418K +$150K +263 +56%
ACM
949
Ardent Capital Management
Ohio
$416K -$28.5K -50 -6%
JWBC
950
John W. Brooker & Co
California
$415K -$2.28K -4 -0.5%