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SPDR S&P MidCap 400 ETF Trust

1,226 hedge funds and large institutions have $14.6B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 330 increasing their positions, 389 reducing their positions, and 60 closing their positions.

Holders
1,226
Holders Change
+74
Holders Change %
+6.42%
% of All Funds
17.98%
Holding in Top 10
68
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.68%
% of All Funds
1%
New
154
Increased
330
Reduced
389
Closed
60
Calls
$932M
Puts
$521M
Net Calls
+$411M
Net Calls Change
-$106M
Name Market Value Shares Shares
Change
Shares
Change %
PWLP
101
Prio Wealth Limited Partnership
Massachusetts
$18.1M 35,580 -211 -0.6%
BSW
102
Buckingham Strategic Wealth
Missouri
$17.9M 35,248 +296 +0.8%
PFP
103
Pinnacle Financial Partners
Tennessee
$17.6M 34,706 -677 -2%
C
104
Certuity
Florida
$16.8M 33,124 -378 -1%
GFS
105
GYL Financial Synergies
Connecticut
$16.7M 32,974 +215 +0.7%
TWA
106
Tandem Wealth Advisors
Arizona
$16.4M 32,308 -745 -2%
VC
107
Vestor Capital
Illinois
$16.3M 32,166 -1,207 -4%
HNB
108
Huntington National Bank
Ohio
TNBTD
109
Trustmark National Bank Trust Department
Mississippi
$16.2M 31,865 +43 +0.1%
CFMC
110
Curbstone Financial Management Corp
New Hampshire
$15.5M 30,562 -160 -0.5%
HW
111
Hancock Whitney
Mississippi
$15.5M 30,526 +1,698 +6%
WFA
112
Wellspring Financial Advisors
Ohio
$14.3M 28,254 -444 -2%
EWA
113
EP Wealth Advisors
California
$14.2M 28,062 -2,096 -7%
CB
114
Commerce Bank
Missouri
$13.8M 27,141 -597 -2%
Lido Advisors
115
Lido Advisors
California
$13.4M 26,356 -2,346 -8%
CIC
116
Carnegie Investment Counsel
Ohio
$13.3M 26,122 -1,022 -4%
SB
117
Simmons Bank
Arkansas
$13.3M 26,121 -203 -0.8%
TPW
118
Tiller Private Wealth
Pennsylvania
$12.9M 25,356 +336 +1%
CRC
119
Curi RMB Capital
Illinois
$12.6M 24,815 -1,128 -4%
MFIM
120
Mesirow Financial Investment Management
Illinois
$12.6M 24,742 +24,742 New
AEPWM
121
Atlantic Edge Private Wealth Management
Florida
$12.5M 24,570 +24,570 New
SPIA
122
Steward Partners Investment Advisory
New York
$12.4M 24,512 +631 +3%
MIC
123
Means Investment Company
Maine
$12.4M 24,392 -3,504 -13%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$12.2M 24,075 -28,378 -54%
MML Investors Services
125
MML Investors Services
Massachusetts
$12.1M 23,935 -1,618 -6%