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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 %
BWA
151
Bordeaux Wealth Advisors
California
$10.7M
MIC
152
Means Investment Company
Maine
$10.4M -$3.13M -5,622 -23%
NB
153
NBT Bank
New York
$10.3M -$196K -352 -2%
FMC
154
First Merchants Corp
Indiana
$10.2M -$7.23K -13 -0.1%
EWM
155
Evercore Wealth Management
New York
$10.2M -$955K -1,717 -9%
Victory Capital Management
156
Victory Capital Management
Texas
$10.1M +$620K +1,115 +7%
KC
157
Kingfisher Capital
North Carolina
$10M +$21.1K +38 +0.2%
AI
158
Arvest Investments
Arkansas
$9.95M -$212K -381 -2%
HTIM
159
Harbour Trust & Investment Management
Indiana
$9.87M -$36.7K -66 -0.4%
YCM
160
Yousif Capital Management
Michigan
$9.85M +$3.3M +5,936 +50%
FTS
161
Fifth Third Securities
Ohio
$9.82M +$45.7K +82 +0.5%
HFAS
162
Hummer Financial Advisory Services
Illinois
$9.73M +$268K +480 +3%
PCA
163
Peddock Capital Advisors
Massachusetts
$9.72M +$594K +1,067 +7%
MBTD
164
Mechanics Bank - Trust Department
California
$9.71M -$313K -562 -3%
FTUS
165
Flow Traders U.S.
New York
$9.66M +$3.68M +6,608 +62%
LA
166
Legacy Advisors
Pennsylvania
$9.5M -$206K -371 -2%
GS
167
GTS Securities
New York
$9.24M -$2.37M -4,257 -20%
HCM
168
Howard Capital Management
Georgia
$9.14M +$120K +216 +1%
BFM
169
Boston Financial Management
Massachusetts
$9.11M
CFA
170
Capstone Financial Advisors
Illinois
$9.03M -$32.3K -58 -0.4%
TIAA Trust, National Association
171
TIAA Trust, National Association
North Carolina
$9.02M +$12.8K +23 +0.1%
FTA
172
Financial & Tax Architects
Missouri
$8.99M +$8.66M +15,573 +2,639%
SC
173
Savant Capital
Illinois
$8.99M -$41.7K -75 -0.5%
RJT
174
Raymond James Trust
Florida
$8.98M -$115K -207 -1%
BFO
175
Boston Family Office
Massachusetts
$8.96M -$352K -633 -4%