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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 %
RA
976
Rise Advisors
New York
$388K +$23.9K +42 +7%
GIA
977
Guyasuta Investment Advisors
Pennsylvania
$385K +$570 +1 +0.1%
FMII
978
Farmers & Merchants Investments Inc
Nebraska
$384K
EWA
979
Evolution Wealth Advisors
Florida
$384K +$384K +675 New
OCM
980
Orion Capital Management
California
$384K
RSWM
981
Robertson Stephens Wealth Management
California
$381K -$101K -176 -21%
PAMG
982
Patton Albertson Miller Group
Tennessee
$380K
GPA
983
Guidance Point Advisors
Massachusetts
$380K +$14.2K +25 +4%
SC
984
Sapient Capital
Indiana
$378K +$28K +49 +8%
HSA
985
HBK Sorce Advisory
Pennsylvania
$376K -$569 -1 -0.2%
FFB
986
First Financial Bankshares
Texas
$374K +$1.71K +3 +0.5%
CCA
987
Clearwater Capital Advisors
Illinois
$374K
CS
988
Cannell & Spears
New York
$373K
LNB
989
Ledyard National Bank
$372K -$13.1K -23 -3%
FFM
990
Forum Financial Management
Illinois
$370K
RA
991
Ruggaard & Associates
Ohio
$370K
DL
992
DOHJ LLC
Washington
$370K
WIC
993
Wilkins Investment Counsel
Massachusetts
$370K +$370K +650 New
MPW
994
Monterey Private Wealth
California
$370K
BTW
995
Boston Trust Walden
Massachusetts
$367K
IFWM
996
Institute for Wealth Management
Colorado
$365K -$228K -400 -38%
LA
997
Lane & Associates
New Jersey
$362K +$132K +223 +57%
ACA
998
Anchor Capital Advisors
Massachusetts
$362K
SWA
999
Sax Wealth Advisors
New Jersey
$362K
MAM
1000
Milestone Asset Management
Pennsylvania
$361K -$835K -1,464 -70%