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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 %
HC
1126
Hoese & Co
Minnesota
$228K -$17.1K -30 -7%
PCH
1127
PGIM Custom Harvest
New Jersey
$227K
FAT
1128
First American Trust
California
$227K +$227K +398 New
HCM
1129
Hengehold Capital Management
Ohio
$226K +$226K +397 New
GAA
1130
Global Assets Advisory
Florida
$226K +$226K +400 New
TP
1131
Tranquility Partners
Tennessee
$223K -$14.8K -26 -6%
IWP
1132
IAG Wealth Partners
Wisconsin
$223K +$67.8K +119 +44%
OCM
1133
Objective Capital Management
Ohio
$223K +$223K +392 New
AP
1134
Atwood & Palmer
Missouri
$223K
LA
1135
Lane & Associates
New Jersey
$222K -$14.8K -26 -6%
SFWA
1136
Summit Financial Wealth Advisors
Louisiana
$221K +$570 +1 +0.3%
PCMF
1137
Private Capital Management (Florida)
Florida
$219K
PRWA
1138
Platte River Wealth Advisors
Colorado
$219K
VCM
1139
Virtue Capital Management
Tennessee
$219K +$219K +384 New
NHC
1140
Nicholas Hoffman & Company
Georgia
$218K
BIM
1141
Breakwater Investment Management
Washington
$216K
SWM
1142
SeaCrest Wealth Management
New York
$216K
OCPWS
1143
One Charles Private Wealth Services
Massachusetts
$215K
CWS
1144
Confluence Wealth Services
Pennsylvania
$215K
FFG
1145
Fortem Financial Group
California
$214K
VCM
1146
Vivaldi Capital Management
Illinois
$214K +$214K +376 New
NFG
1147
Nations Financial Group
Iowa
$213K +$213K +373 New
KP
1148
Keel Point
Alabama
$213K
NIM
1149
Northeast Investment Management
Massachusetts
$212K +$212K +372 New
LDB
1150
Lee, Danner & Bass
Tennessee
$210K +$210K +369 New