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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 %
VWA
1001
Visionary Wealth Advisors
Illinois
$361K +$25.1K +44 +7%
CWA
1002
CM Wealth Advisors
Ohio
$360K
XPN
1003
XY Planning Network
Montana
$359K +$359K +631 New
ZIM
1004
Zacks Investment Management
Illinois
$358K +$10.8K +19 +3%
CFS
1005
CRA Financial Services
New Jersey
$355K
CFD
1006
Creative Financial Designs
Indiana
$354K +$66.7K +117 +23%
RAM
1007
Riggs Asset Management
Pennsylvania
$354K
PFA
1008
Pure Financial Advisors
California
$353K +$15.4K +27 +5%
OC
1009
Optima Capital
Oregon
$353K +$353K +617 New
ICP
1010
Impact Capital Partners
Colorado
$353K +$353K +619 New
PA
1011
Parallel Advisors
California
$350K +$28.5K +50 +9%
CA
1012
Cortland Associates
Missouri
$350K
PS
1013
Principal Securities
Iowa
$349K +$24.5K +43 +8%
S
1014
SignatureFD
Georgia
$348K -$5.13K -9 -1%
SI
1015
Shaker Investments
Ohio
$346K +$1.14K +2 +0.3%
RRCM
1016
Rappaport Reiches Capital Management
Illinois
$344K
SFI
1017
SPC Financial Inc
Maryland
$343K -$9.11K -16 -3%
CNB
1018
Camden National Bank
Maine
$343K
UCB
1019
United Community Bank
South Carolina
$342K
SFC
1020
SYM Financial Corp
Indiana
$342K
TWM
1021
TriaGen Wealth Management
California
$342K
SW
1022
SkyOak Wealth
Michigan
$342K +$342K +600 New
BEI
1023
Benjamin Edwards Inc
Missouri
$342K
AGC
1024
Aspen Grove Capital
Colorado
$338K +$338K +591 New
AWM
1025
Avior Wealth Management
Nebraska
$338K +$66.1K +116 +24%