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SPDR S&P MidCap 400 ETF Trust

1,021 hedge funds and large institutions have $12.2B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 248 increasing their positions, 381 reducing their positions, and 55 closing their positions.

Holders
1,021
Holders Change
+62
Holders Change %
+6.47%
% of All Funds
17.98%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.37%
New
125
Increased
248
Reduced
381
Closed
55
Calls
$181M
Puts
$466M
Net Calls
-$285M
Net Calls Change
+$56.2M
Name Market Value Shares Shares
Change
Shares
Change %
EWM
151
Evercore Wealth Management
New York
$9.96M 20,925 -1,125 -5%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$9.91M 20,810 +7,148 +52%
RFM
153
Royal Fund Management
Florida
$9.86M 20,721 +20,721 New
JA
154
JVL Associates
Michigan
$9.84M 20,679 -16 -0.1%
LFS
155
Lutz Financial Services
Nebraska
$9.75M 20,490 -312 -1%
DBIA
156
Dumont & Blake Investment Advisors
New Jersey
$9.73M 20,442 +744 +4%
PPA
157
Parametric Portfolio Associates
Washington
$9.65M 20,270 -56,202 -73%
GT
158
Glenmede Trust
Pennsylvania
$9.61M 20,192 -360 -2%
SDAM
159
Shulman DeMeo Asset Management
New York
$9.54M 20,037 +41 +0.2%
MWM
160
Mattern Wealth Management
Kansas
$9.5M 19,961 +19,961 New
GBT
161
Grove Bank & Trust
Florida
$9.44M 19,827 -304 -2%
NB
162
NBT Bank
New York
$9.38M 19,701 +144 +0.7%
KIA
163
KCM Investment Advisors
California
$9.34M 19,614 -167 -0.8%
SBL
164
Sargent Bickham Lagudis
Colorado
$9.25M 19,425 -333 -2%
TPW
165
Tiller Private Wealth
Pennsylvania
$9.17M 19,256 -651 -3%
CA
166
Cetera Advisors
Colorado
$8.9M 18,694 +9,175 +96%
RJT
167
Raymond James Trust
Florida
$8.89M 18,678 +8 +0%
DSN
168
D. Scott Neal
Kentucky
$8.83M 18,538 +17,489 +1,667%
IA
169
IFP Advisors
Florida
$8.71M 18,333 +14,633 +395%
SGCA
170
Steel Grove Capital Advisors
Tennessee
$8.7M 18,281 +6,446 +54%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$8.51M 17,556 -3,640 -17%
CB
172
Community Bank
New York
$8.43M 17,702 -311 -2%
SLF
173
Sun Life Financial
Ontario, Canada
$8.33M 17,500
HFAS
174
Hummer Financial Advisory Services
Illinois
$8.32M 17,448 +739 +4%
CBT
175
Central Bank & Trust
Kentucky
$8.32M 17,472 -936 -5%