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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 %
DFA
1101
Davies Financial Advisors
California
$280K -$22.8K -40 -8%
BC
1102
Burney Company
Virginia
$279K
BL
1103
BFSG LLC
California
$276K
CWS
1104
Cypress Wealth Services
California
$276K
LWA
1105
Lantern Wealth Advisors
New York
$273K +$571 +1 +0.2%
BHIA
1106
Birch Hill Investment Advisors
Massachusetts
$272K
RIG
1107
RiverFront Investment Group
Virginia
$272K +$272K +477 New
MCA
1108
Maryland Capital Advisors
Maryland
$271K -$8.54K -15 -3%
HDIM
1109
Hanson & Doremus Investment Management
Vermont
$271K
IWM
1110
IHT Wealth Management
Illinois
$271K -$293K -514 -52%
CBB
1111
Citizens Business Bank
California
$271K
EAM
1112
Empirical Asset Management
Massachusetts
$270K +$5.69K +10 +2%
NC
1113
Napatree Capital
Rhode Island
$269K +$29.6K +52 +12%
PP
1114
PDS Planning
Ohio
$268K -$1.71K -3 -0.6%
CA
1115
CapWealth Advisors
Tennessee
$268K
CAM
1116
CenterStar Asset Management
Illinois
$268K +$268K +470 New
EIP
1117
Ellis Investment Partners
Pennsylvania
$267K +$569 +1 +0.2%
GWAG
1118
Garrett Wealth Advisory Group
Texas
$267K -$8.54K -15 -3%
TWM
1119
Tradition Wealth Management
Minnesota
$266K
WA
1120
WealthTrust Axiom
Pennsylvania
$265K +$569 +1 +0.2%
RMC
1121
Resources Management Corp
Connecticut
$265K -$45.5K -80 -15%
B
1122
Bensler
Washington
$265K
IP
1123
Isthmus Partners
Wisconsin
$265K
WCM
1124
Windsor Capital Management
Arizona
$265K -$21.1K -37 -7%
LAM
1125
Lewis Asset Management
California
$265K +$570 +1 +0.2%