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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 %
GHA
1076
Granite Harbor Advisors
Texas
$296K
PB
1077
Pinnacle Bancorp
Nebraska
$296K
JF
1078
JSF Financial
California
$295K
LW
1079
Libra Wealth
California
$293K
NFC
1080
Northeast Financial Consultants
Connecticut
$292K
FA
1081
Fermata Advisors
California
$291K
KL
1082
KWMG LLC
Kansas
$289K
AWE
1083
Avidian Wealth Enterprises
Texas
$288K +$13.1K +23 +5%
BHWM
1084
Bar Harbor Wealth Management
New Hampshire
$287K -$103K -181 -26%
IRAG
1085
Investment Research & Advisory Group
Georgia
$286K -$196K -344 -41%
IFA
1086
Index Fund Advisors
California
$286K
DWA
1087
Delap Wealth Advisory
Oregon
$286K
Betterment LLC
1088
Betterment LLC
New York
$286K +$42.7K +75 +18%
KP
1089
Keel Point
Alabama
$286K +$73.5K +129 +35%
PFG
1090
PAX Financial Group
Texas
$285K
MW
1091
MBL Wealth
North Carolina
$285K
FFW
1092
Fusion Family Wealth
New York
$285K
MMM
1093
Mendel Money Management
Illinois
$284K -$13.7K -24 -5%
AF
1094
Apexium Financial
Texas
$283K -$2.85K -5 -1%
MW
1095
Marcum Wealth
Ohio
$283K -$1.71K -3 -0.6%
WA
1096
Wambolt & Associates
Colorado
$283K
BOJHT
1097
Bank of Jackson Hole Trust
Wyoming
$283K +$283K +496 New
AFG
1098
Allegheny Financial Group
Pennsylvania
$282K +$6.27K +11 +2%
MAG
1099
MRA Advisory Group
New Jersey
$281K
BWA
1100
BlueSky Wealth Advisors
North Carolina
$281K