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SPDR S&P MidCap 400 ETF Trust

1,287 hedge funds and large institutions have $13.9B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+61
Holders Change %
+4.98%
% of All Funds
18.66%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
120
Increased
348
Reduced
437
Closed
50
Calls
$182M
Puts
$287M
Net Calls
-$105M
Net Calls Change
-$516M
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
1251
Cherry Tree Wealth Management
Minnesota
$25K
HGERS
1252
Householder Group Estate & Retirement Specialist
Arizona
$24.5K
T
1253
Tidemark
California
$23.9K
CAL
1254
Capital Analysts LLC
Pennsylvania
$22K -$1.69K -3 -7%
Amundi
1255
Amundi
France
$18.1K
FCG
1256
Financial Connections Group
California
$18K
CT
1257
Clearstead Trust
Maine
$17.8K +$17.8K +32 New
BLC
1258
Brown, Lisle/Cummings
Rhode Island
$16.7K
CPG
1259
Cornerstone Planning Group
New Jersey
$16.1K
BFS
1260
Burkett Financial Services
South Carolina
$14.5K -$8.93K -16 -38%
CSB
1261
City State Bank
Iowa
$14K
AF
1262
Arrow Financial
New York
$13.9K
NC
1263
NewSquare Capital
Pennsylvania
$13.9K
CP
1264
Castleview Partners
Texas
$13.4K -$2.24K -4 -14%
AWM
1265
Activest Wealth Management
Florida
$13.4K -$50.1K -90 -79%
AFS
1266
Annapolis Financial Services
Maryland
$11.1K -$22.8K -41 -67%
CFG
1267
CKW Financial Group
Hawaii
$11K
RBC
1268
Roble Belko & Company
Pennsylvania
$11K
RDIA
1269
RE Dickinson Investment Advisors
Iowa
$11K
SC
1270
Stephens Consulting
Michigan
$10.6K
SIS
1271
Sound Income Strategies
Florida
$9.46K +$9.46K +17 New
NFSG
1272
Newbridge Financial Services Group
Florida
$9.05K -$41.9K -74 -82%
VNA
1273
Valley National Advisers
Pennsylvania
$9K
RFG
1274
REAP Financial Group
Texas
$8.9K
GFPC
1275
Global Financial Private Client
Florida
$8.84K