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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 %
OIM
1151
Oder Investment Management
California
$252K
SC
1152
SouthState Corp
Florida
$251K
HWMO
1153
Heritage Wealth Management (Ohio)
Ohio
$250K +$14.8K +26 +6%
CAAS
1154
Capital Asset Advisory Services
Michigan
$245K
VST
1155
Van Strum & Towne
California
$245K
FDCDDQ
1156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$244K -$2.28K -4 -0.9%
BWS
1157
Broadway Wealth Solutions
Texas
$243K +$243K +427 New
FFA
1158
Founders Financial Alliance
North Carolina
$243K
CPC
1159
Cookson Peirce & Co
Pennsylvania
$242K +$242K +425 New
MAS
1160
Madden Advisory Services
Florida
$241K -$1.14K -2 -0.5%
BMWM
1161
Brown Miller Wealth Management
Virginia
$240K
CG
1162
Cynosure Group
Utah
$240K -$14.2K -25 -6%
RWM
1163
Ritholtz Wealth Management
New York
$238K
MAM
1164
Mystic Asset Management
Rhode Island
$238K
ESB
1165
Essex Savings Bank
Connecticut
$236K -$27.9K -49 -11%
VPIM
1166
Vanguard Personalized Indexing Management
California
$236K
TC
1167
Trust Company
Kansas
$234K
BPAMU
1168
BTG Pactual Asset Management US
New York
$233K +$233K +410 New
HF
1169
HRT Financial
New York
$232K +$232K +408 New
FAC
1170
Financial Advisory Corporation
Michigan
$232K +$232K +407 New
SSWM
1171
Sheets Smith Wealth Management
North Carolina
$231K
ARA
1172
Alexander Randolph Advisory
Virginia
$230K
GIM
1173
Grassi Investment Management
California
$229K +$568 +1 +0.2%
TCPG
1174
Trivant Custom Portfolio Group
California
$228K -$1.14K -2 -0.5%
CWM
1175
Cordatus Wealth Management
Pennsylvania
$228K