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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 %
AWM
1051
Avior Wealth Management
Nebraska
$272K
LWA
1052
Lantern Wealth Advisors
New York
$272K +$571 +1 +0.2%
HDIM
1053
Hanson & Doremus Investment Management
Vermont
$271K
CBB
1054
Citizens Business Bank
California
$271K +$271K +475 New
PP
1055
PDS Planning
Ohio
$270K -$6.27K -11 -2%
FC
1056
Financial Council
Maryland
$269K +$269K +473 New
CA
1057
CapWealth Advisors
Tennessee
$268K -$49.6K -87 -16%
LSC
1058
Lesa Sroufe & Co
Washington
$268K
CAI
1059
Capital Advisors Inc
Oklahoma
$268K
EIP
1060
Ellis Investment Partners
Pennsylvania
$267K -$5.13K -9 -2%
TWM
1061
Tradition Wealth Management
Minnesota
$266K
MAS
1062
Meeder Advisory Services
Ohio
$265K -$7.98K -14 -3%
WA
1063
WealthTrust Axiom
Pennsylvania
$265K
B
1064
Bensler
Washington
$265K
IP
1065
Isthmus Partners
Wisconsin
$265K
FPF
1066
First Pacific Financial
Washington
$265K +$1.14K +2 +0.4%
RFP
1067
Root Financial Partners
California
$264K +$29.1K +51 +12%
ESB
1068
Essex Savings Bank
Connecticut
$264K
EAM
1069
Empirical Asset Management
Massachusetts
$264K +$35.9K +63 +16%
LAM
1070
Lewis Asset Management
California
$264K -$36.5K -64 -12%
IAS
1071
Investment Advisory Services
Texas
$262K
CWM
1072
Concentric Wealth Management
California
$262K
OBGC
1073
O'Brien Greene & Co
Pennsylvania
$262K
PI
1074
Pachira Investments
California
$260K -$26.8K -47 -9%
IC
1075
Inscription Capital
Texas
$258K +$569 +1 +0.2%