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SPDR S&P MidCap 400 ETF Trust

1,306 hedge funds and large institutions have $14B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 366 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,306
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
18.89%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
99
Increased
366
Reduced
430
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
1026
Creative Financial Designs
Indiana
$288K +$4.56K +8 +2%
DWA
1027
Delap Wealth Advisory
Oregon
$287K
IFA
1028
Index Fund Advisors
California
$287K +$287K +503 New
AF
1029
Apexium Financial
Texas
$285K
WCM
1030
Windsor Capital Management
Arizona
$285K
GCIM
1031
Gunn & Company Investment Management
Florida
$285K -$3.49M -6,124 -92%
PFG
1032
PAX Financial Group
Texas
$285K
FFW
1033
Fusion Family Wealth
New York
$285K
MW
1034
MBL Wealth
North Carolina
$285K
MW
1035
Marcum Wealth
Ohio
$284K +$1.14K +2 +0.4%
CC
1036
Cadinha & Co
Hawaii
$283K
MAG
1037
MRA Advisory Group
New Jersey
$281K
BWA
1038
BlueSky Wealth Advisors
North Carolina
$281K
WA
1039
Wambolt & Associates
Colorado
$280K +$54.2K +96 +24%
MCA
1040
Maryland Capital Advisors
Maryland
$280K -$2.28K -4 -0.8%
CIA
1041
Concurrent Investment Advisors
Florida
$279K -$10.7M -18,726 -97%
BC
1042
Burney Company
Virginia
$279K
BL
1043
BFSG LLC
California
$276K -$8.55K -15 -3%
CWS
1044
Cypress Wealth Services
California
$276K
GWAG
1045
Garrett Wealth Advisory Group
Texas
$276K +$49.6K +87 +22%
CAM
1046
Congress Asset Management
Massachusetts
$276K -$27.9K -49 -9%
AFG
1047
Allegheny Financial Group
Pennsylvania
$275K -$35.3K -62 -11%
AWE
1048
Avidian Wealth Enterprises
Texas
$275K +$569 +1 +0.2%
SFM
1049
Signet Financial Management
New Jersey
$274K
BHIA
1050
Birch Hill Investment Advisors
Massachusetts
$272K