MDY icon

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 %
SWM
1051
Soundmark Wealth Management
Washington
$258K +$1.11K +2 +0.4%
Luther King Capital Management (LKCM)
1052
Luther King Capital Management (LKCM)
Texas
$258K -$291K
AP
1053
Atwood & Palmer
Missouri
$257K
FPF
1054
First Pacific Financial
Washington
$257K +$557 +1 +0.2%
MAM
1055
Mystic Asset Management
Rhode Island
$256K -$19.5K -35 -7%
IAS
1056
Investment Advisory Services
Texas
$256K
CWM
1057
Concentric Wealth Management
California
$256K
EM
1058
Excalibur Management
Massachusetts
$254K +$254K +457 New
PP
1059
Patten & Patten
Tennessee
$253K
GWP
1060
Gateway Wealth Partners
Wisconsin
$250K
HIA
1061
Harbor Investment Advisory
Maryland
$250K -$2.78K -5 -1%
WIM
1062
Westside Investment Management
California
$249K
FPGK
1063
Financial Partners Group (Kansas)
Kansas
$249K
CWG
1064
Cornerstone Wealth Group
North Carolina
$249K +$249K +448 New
AWA
1065
Aquire Wealth Advisors
Utah
$247K
RPGK
1066
Retirement Planning Group (Kansas)
Kansas
$247K +$18.9K +34 +8%
OIM
1067
Oder Investment Management
California
$246K
LL
1068
LWMG LLC
Minnesota
$245K
SC
1069
SouthState Corp
Florida
$245K -$22.8K -41 -9%
HPA
1070
High Probability Advisors
New York
$245K
EF
1071
Exeter Financial
Arizona
$244K
TCPG
1072
Trivant Custom Portfolio Group
California
$244K -$33.4K -60 -12%
JWCA
1073
J.W. Coons Advisors
Ohio
$243K
EWM
1074
EPG Wealth Management
Georgia
$242K +$242K +434 New
NW
1075
Naviter Wealth
Arkansas
$241K