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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 %
CV
1176
Counterweight Ventures
North Carolina
$228K
MWS
1177
Maxwell Wealth Strategies
California
$228K
BCAM
1178
Boston Common Asset Management
Massachusetts
$228K
PWP
1179
Pursue Wealth Partners
California
$228K
HC
1180
Hoese & Co
Minnesota
$228K
SFWA
1181
Summit Financial Wealth Advisors
Louisiana
$228K +$1.75K +3 +0.8%
RWM
1182
Rockwood Wealth Management
Pennsylvania
$227K
GAA
1183
Global Assets Advisory
Florida
$227K
PAS
1184
Park Avenue Securities
New York
$227K -$22.2K -39 -9%
FAT
1185
First American Trust
California
$227K
PCH
1186
PGIM Custom Harvest
New Jersey
$227K
HCM
1187
Hengehold Capital Management
Ohio
$226K
KWM
1188
Kolinsky Wealth Management
New Jersey
$226K +$226K +397 New
CWS
1189
Confluence Wealth Services
Pennsylvania
$226K
OCM
1190
Objective Capital Management
Ohio
$224K +$569 +1 +0.3%
TP
1191
Tranquility Partners
Tennessee
$223K
IWP
1192
IAG Wealth Partners
Wisconsin
$223K
FIB
1193
First Interstate Bank
Montana
$221K +$221K +388 New
PCMF
1194
Private Capital Management (Florida)
Florida
$219K
RFG
1195
RFP Financial Group
Georgia
$219K +$219K +385 New
NHC
1196
Nicholas Hoffman & Company
Georgia
$218K
BIM
1197
Breakwater Investment Management
Washington
$216K
SWM
1198
SeaCrest Wealth Management
New York
$216K
VCM
1199
Vivaldi Capital Management
Illinois
$216K -$6.5K -11 -3%
HPC
1200
Hobart Private Capital
North Carolina
$215K +$215K +378 New