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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 %
SS
1201
Sunbelt Securities
Texas
$108K +$6.82K +12 +7%
GGI
1202
Godsey & Gibb Inc
Virginia
$105K
SIC
1203
SJS Investment Consulting
Ohio
$104K -$45.6K -80 -31%
BCMLT
1204
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K -$6.27K -11 -6%
EFP
1205
EnRich Financial Partners
Wisconsin
$103K
TIM
1206
Tortoise Investment Management
New York
$101K
CAM
1207
Costello Asset Management
Pennsylvania
$98K
NS
1208
NBC Securities
Alabama
$97K
ITIM
1209
Indiana Trust & Investment Management
Indiana
$93.4K -$21.6K -38 -19%
HWM
1210
Horizons Wealth Management
North Carolina
$93.4K
NIC
1211
Northwest Investment Counselors
Oregon
$90.4K +$90.4K +159 New
ACA
1212
Atlas Capital Advisors
Wyoming
$85.8K -$572 -1 -0.7%
TJHA
1213
Thomas J. Herzfeld Advisors
Florida
$85.4K
FWM
1214
FSA Wealth Management
Massachusetts
$82.6K +$82.6K +145 New
SFA
1215
Semmax Financial Advisors
North Carolina
$80K
MSFP
1216
Mark Sheptoff Financial Planning
Connecticut
$77.5K
AWM
1217
Activest Wealth Management
Florida
$75.8K +$62.1K +109 +454%
RL
1218
Rogco LP
Oklahoma
$74.1K
KWAG
1219
Kiely Wealth Advisory Group
North Carolina
$71.7K
SWM
1220
Sugarloaf Wealth Management
Georgia
$71.5K
HNB
1221
Hilltop National Bank
Wyoming
$71.2K
WTA
1222
Washington Trust Advisors
Massachusetts
$71.2K
PFG
1223
Peterson Financial Group
Iowa
$68K +$68K +119 New
CH
1224
Canton Hathaway
Rhode Island
$66K
CCA
1225
Criterion Capital Advisors
Tennessee
$61K