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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 %
FPW
1051
Flagship Private Wealth
Massachusetts
$313K -$33.1K -58 -10%
RLIM
1052
Red Lighthouse Investment Management
New York
$313K
CWA
1053
Clarus Wealth Advisors
Arizona
$312K -$7.42K -13 -2%
TDC
1054
Thompson Davis & Co
Virginia
$312K -$22.2K -39 -7%
AAS
1055
Annex Advisory Services
Wisconsin
$311K +$311K +546 New
FFA
1056
First Foundation Advisors
California
$310K +$570 +1 +0.2%
HT
1057
Heritage Trust
Oklahoma
$310K +$310K +544 New
HB
1058
HTLF Bank
Colorado
$309K -$1.71K -3 -0.5%
PWPS
1059
Pinnacle Wealth Planning Services
Ohio
$308K +$308K +541 New
AIM
1060
Arcadia Investment Management
Michigan
$308K
FC
1061
Financial Council
Maryland
$307K +$37.6K +66 +14%
MSCM
1062
McElhenny Sheffield Capital Management
Texas
$305K
ECM
1063
Evergreen Capital Management
Washington
$305K
TSMHT
1064
Thurston Springer Miller Herd & Titak
Indiana
$304K +$264K +464 +663%
PIM
1065
Parker Investment Management
California
$302K +$302K +530 New
HWP
1066
Heritage Wealth Partners
Ohio
$300K +$569 +1 +0.2%
WTB
1067
Washington Trust Bank
Washington
$300K +$300K +526 New
Empower Advisory Group
1068
Empower Advisory Group
Colorado
$299K
APC
1069
Asset Planning Corporation
Tennessee
$299K
JHCP
1070
Jackson Hole Capital Partners
Oklahoma
$298K
BSB
1071
Bangor Savings Bank
Maine
$298K +$94K +165 +46%
AWM
1072
Aprio Wealth Management
Georgia
$298K +$1.14K +2 +0.4%
TFO
1073
Tarbox Family Office
California
$297K
PSCM
1074
Per Stirling Capital Management
Texas
$297K -$10.3K -18 -3%
WPC
1075
Wedmont Private Capital
Pennsylvania
$296K