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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+61
Holders Change %
+4.98%
% of All Funds
18.65%
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 Holding Trade Value Shares
Change
Shares
Change %
MW
1026
MBL Wealth
North Carolina
$278K
GCIM
1027
Gunn & Company Investment Management
Florida
$278K -$201K -362 -42%
QCM
1028
QRG Capital Management
Illinois
$277K +$39.5K +71 +17%
SFM
1029
Signet Financial Management
New Jersey
$276K
MCA
1030
Maryland Capital Advisors
Maryland
$275K
MAG
1031
MRA Advisory Group
New Jersey
$275K
BC
1032
Burney Company
Virginia
$273K +$273K +490 New
MWPCG
1033
Measured Wealth Private Client Group
New Hampshire
$272K
CWS
1034
Cypress Wealth Services
California
$270K +$270K +485 New
CAM
1035
Congress Asset Management
Massachusetts
$269K -$1.17M -2,111 -81%
VT
1036
Vise Technologies
New York
$269K +$269K +483 New
HWP
1037
Heritage Wealth Partners
Ohio
$267K
EIP
1038
Ellis Investment Partners
Pennsylvania
$266K -$11.1K -20 -4%
BHIA
1039
Birch Hill Investment Advisors
Massachusetts
$266K
LWA
1040
Lantern Wealth Advisors
New York
$265K +$15K +27 +6%
GIM
1041
Guild Investment Management
California
$264K +$264K +475 New
HDIM
1042
Hanson & Doremus Investment Management
Vermont
$264K
LSC
1043
Lesa Sroufe & Co
Washington
$262K
CAI
1044
Capital Advisors Inc
Oklahoma
$262K +$262K +470 New
BBPWM
1045
Blue Bell Private Wealth Management
Pennsylvania
$260K -$83.5K -150 -24%
TWM
1046
Tradition Wealth Management
Minnesota
$259K
WA
1047
WealthTrust Axiom
Pennsylvania
$259K -$37.3K -67 -13%
AR
1048
Apeiron RIA
Texas
$259K +$259K +465 New
B
1049
Bensler
Washington
$259K
HC
1050
Hoese & Co
Minnesota
$259K -$47.5K -90 -16%