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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 %
RFP
1126
Root Financial Partners
California
$264K
MWM
1127
Merriman Wealth Management
Washington
$262K -$60.6K -106 -19%
OBGC
1128
O'Brien Greene & Co
Pennsylvania
$262K
IAS
1129
Investment Advisory Services
Texas
$262K
NFG
1130
Nations Financial Group
Iowa
$261K +$49K +86 +23%
ACI
1131
Alpha Cubed Investments
California
$261K +$261K +459 New
SRC
1132
Shufro Rose & Co
New York
$260K -$14.2K -25 -5%
MAS
1133
Meeder Advisory Services
Ohio
$259K -$6.27K -11 -2%
EA
1134
Everpar Advisors
Oklahoma
$259K +$259K +455 New
FWA
1135
FSM Wealth Advisors
Ohio
$258K
OPTFSNA
1136
Old Point Trust & Financial Services N A
Virginia
$257K +$257K +452 New
GWANC
1137
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K -$37K -65 -13%
GWP
1138
Gateway Wealth Partners
Wisconsin
$256K
WIM
1139
Westside Investment Management
California
$256K
EF
1140
Exeter Financial
Arizona
$256K
SF
1141
Symphony Financial
Texas
$256K
AWA
1142
Arete Wealth Advisors
Illinois
$256K +$14.8K +26 +6%
FPGK
1143
Financial Partners Group (Kansas)
Kansas
$255K
CWG
1144
Cornerstone Wealth Group
North Carolina
$255K
IWA
1145
Inspirion Wealth Advisors
Illinois
$255K
EM
1146
Excalibur Management
Massachusetts
$255K
FPF
1147
First Pacific Financial
Washington
$254K -$10.8K -19 -4%
PP
1148
Patten & Patten
Tennessee
$253K
RPGK
1149
Retirement Planning Group (Kansas)
Kansas
$253K
AWA
1150
Aquire Wealth Advisors
Utah
$253K