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SPDR S&P MidCap 400 ETF Trust

1,287 hedge funds and large institutions have $13.9B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 50 closing their positions.

Holders
1,287
Holders Change
+61
Holders Change %
+4.98%
% of All Funds
18.66%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
120
Increased
348
Reduced
437
Closed
50
Calls
$182M
Puts
$287M
Net Calls
-$105M
Net Calls Change
-$516M
Name Market Value Shares Shares
Change
Shares
Change %
FAG
76
Financial Advisory Group
Texas
$25.2M 45,304 -513 -1%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$25M 44,878 -1,135 -2%
CA
78
Cumberland Advisors
Florida
$25M 44,867 +943 +2%
HCP
79
Holt Capital Partners
Texas
$25M 44,857 -106 -0.2%
KA
80
Klingman & Associates
New York
$24.8M 44,646 -804 -2%
KIG
81
Kowal Investment Group
Wisconsin
$23.7M 42,568 +124 +0.3%
LCM
82
LCM Capital Management
Illinois
$23.3M 41,798 +456 +1%
ECG
83
Edge Capital Group
Georgia
$23M 41,363 -1,945 -4%
NPT
84
Nixon Peabody Trust
Massachusetts
$22.9M 41,149 -9,750 -19%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$22.6M 40,650 -2,420 -6%
WAAG
86
Wealth Alliance Advisory Group
Kansas
$22.1M 39,752 +1,608 +4%
SCM
87
Shapiro Capital Management
Georgia
$21.8M 39,250 +39,250 New
IA
88
IFG Advisors
Missouri
$21.8M 39,132 +2,016 +5%
WPW
89
Waldron Private Wealth
Pennsylvania
$21.3M 38,184 -4,457 -10%
Barclays
90
Barclays
United Kingdom
$21M 37,760 +1,865 +5%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$20.7M 37,275 -644 -2%
JIC
92
Johnson Investment Counsel
Ohio
$20.6M 36,934 -291 -0.8%
CAM
93
Cresset Asset Management
Illinois
$20.3M 36,439 +14,190 +64%
1SB
94
1ST Source Bank
Indiana
$20.2M 36,366 -104 -0.3%
M&T Bank
95
M&T Bank
New York
$20.1M 36,211 -4,228 -10%
SCM
96
Steele Capital Management
Iowa
$20M 35,904 +26 +0.1%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$19.9M 35,840 +35,840 New
BlackRock
98
BlackRock
New York
$19.9M 35,735 -3,939 -10%
PWLP
99
Prio Wealth Limited Partnership
Massachusetts
$19.9M 35,734 +154 +0.4%
PFP
100
Pinnacle Financial Partners
Tennessee
$19.8M 35,504 +798 +2%