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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 %
SPIA
126
Steward Partners Investment Advisory
New York
$13.7M +$15K +27 +0.1%
MML Investors Services
127
MML Investors Services
Massachusetts
$13.4M +$121K +217 +0.9%
PP
128
Passaic Partners
New Jersey
$13.3M +$13.3M +23,861 New
MA
129
MCF Advisors
Kentucky
$13M -$51.8K -93 -0.4%
CAN
130
Cetera Advisor Networks
California
$13M +$67.9K +122 +0.5%
PGCM
131
Prescott Group Capital Management
Oklahoma
$12.8M +$2.26M +4,066 +21%
SW
132
SlateStone Wealth
Florida
$12.7M -$89K -160 -0.7%
AWS
133
Atria Wealth Solutions
New York
$12.4M +$2.7M +4,850 +28%
CCB
134
Country Club Bank
Missouri
$12.2M -$126K -226 -1%
GT
135
Glenmede Trust
Pennsylvania
$12.2M
ECM
136
Exchange Capital Management
Michigan
$12.2M -$171K -307 -1%
AAS
137
Avantax Advisory Services
Texas
$11.8M +$512K +921 +5%
FFBTD
138
First Financial Bank - Trust Division
Ohio
$11.8M -$949K -1,706 -7%
IMC Chicago
139
IMC Chicago
Illinois
$11.8M -$155M -277,818 -93%
TCA
140
Trifecta Capital Advisors
Illinois
$11.6M +$110K +198 +1%
DBIA
141
Dumont & Blake Investment Advisors
New Jersey
$11.4M -$150K -269 -1%
PI
142
Pachira Investments
California
$11.3M -$282K -507 -2%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$11.3M -$524K -941 -4%
BBHC
144
Brown Brothers Harriman & Co
New York
$11.2M -$401K -721 -3%
JA
145
JVL Associates
Michigan
$11.1M -$7.23K -13 -0.1%
LW
146
Linscomb Wealth
Texas
$11M -$333K -598 -3%
AM
147
AGF Management
Ontario, Canada
$11M -$281K -505 -2%
ONB
148
Old National Bancorp
Indiana
$11M -$206K -371 -2%
LFS
149
Lutz Financial Services
Nebraska
$10.9M -$18.4K -33 -0.2%
CBT
150
Central Bank & Trust
Kentucky
$10.8M -$149K -268 -1%