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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 %
LFS
151
Lutz Financial Services
Nebraska
$9.96M 19,630 -104 -0.5%
Capital Fund Management (CFM)
152
Capital Fund Management (CFM)
France
$9.76M 19,232 -6,900 -26%
BWA
153
Bordeaux Wealth Advisors
California
$9.73M 19,184 -295 -2%
PGCM
154
Prescott Group Capital Management
Oklahoma
$9.65M 19,017 +3,017 +19%
NB
155
NBT Bank
New York
$9.53M 18,786 +479 +3%
LSIA
156
LaSalle St. Investment Advisors
Illinois
$9.46M 1,863 +6 +0.3%
FMC
157
First Merchants Corp
Indiana
$9.35M 18,435 -77 -0.4%
MAM
158
Madison Asset Management
Wisconsin
$9.28M 18,293 +13,047 +249%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$9.27M 18,272 +8,646 +90%
AI
160
Arvest Investments
Arkansas
$9.27M 18,261 +18,261 New
AIP
161
Ameritas Investment Partners
Nebraska
$9.16M 18,045 +8,000 +80%
MBTD
162
Mechanics Bank - Trust Department
California
$9.14M 18,018 -1,448 -7%
KC
163
Kingfisher Capital
North Carolina
$9.1M 17,943 +14,385 +404%
EVM
164
Evelyn V. Moreno
$9.05M 17,830 -37,581 -68%
HTIM
165
Harbour Trust & Investment Management
Indiana
$9.04M 17,810 +17,810 New
FTS
166
Fifth Third Securities
Ohio
$8.93M 17,535 -91 -0.5%
LA
167
Legacy Advisors
Pennsylvania
$8.85M 17,447 +517 +3%
AWS
168
Atria Wealth Solutions
New York
$8.84M 17,369 +621 +4%
HFAS
169
Hummer Financial Advisory Services
Illinois
$8.64M 16,973
Victory Capital Management
170
Victory Capital Management
Texas
$8.62M 16,990 +9,110 +116%
BFO
171
Boston Family Office
Massachusetts
$8.5M 16,744 +24 +0.1%
KIA
172
KCM Investment Advisors
California
$8.38M 16,525 -66 -0.4%
PCA
173
Peddock Capital Advisors
Massachusetts
$8.32M 16,397 +589 +4%
BFM
174
Boston Financial Management
Massachusetts
$8.31M 16,382 +77 +0.5%
RJT
175
Raymond James Trust
Florida
$8.3M 16,350 +729 +5%