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SPDR S&P MidCap 400 ETF Trust

1,389 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 386 increasing their positions, 418 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+83
Holders Change %
+6.36%
% of All Funds
18.5%
Holding in Top 10
64
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25.49%
% of All Funds
0.85%
New
167
Increased
386
Reduced
418
Closed
53
Calls
$463M
Puts
$292M
Net Calls
+$171M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
176
Capstone Financial Advisors
Illinois
$8.96M -$215K -378 -2%
EP
177
Essential Planning
New Hampshire
$8.93M +$8.93M +15,261 New
TIAA Trust, National Association
178
TIAA Trust, National Association
North Carolina
$8.86M -$6.84K -12 -0.1%
GA
179
GFS Advisors
Texas
$8.82M -$373K -655 -4%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$8.59M -$854K -1,500 -9%
FTS
181
Fifth Third Securities
Ohio
$8.58M -$1.28M -2,239 -13%
KIA
182
KCM Investment Advisors
California
$8.56M -$212K -373 -2%
GFL
183
Granite FO LLC
New Hampshire
$8.54M +$131K +230 +2%
Victory Capital Management
184
Victory Capital Management
Texas
$8.51M -$4.19M -7,355 -33%
MHWM
185
Montz Harcus Wealth Management
Louisiana
$8.3M +$220K +386 +3%
CAG
186
Csenge Advisory Group
Florida
$8.25M +$134K +235 +2%
MIC
187
Means Investment Company
Maine
$8.24M -$27.9K -49 -0.3%
BPC
188
Bearing Point Capital
Minnesota
$8.18M +$8.18M +14,357 New
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$8.12M -$4.62M -8,120 -36%
RWB
190
RMR Wealth Builders
New Jersey
$8.12M +$128K +224 +2%
Legal & General Group
191
Legal & General Group
United Kingdom
$8.09M
NW
192
NewEdge Wealth
Pennsylvania
$8.02M +$7.45M +13,073 +1,305%
CTA
193
Chesley Taft & Associates
Illinois
$7.98M -$39.9K -70 -0.5%
BWAM
194
Boyd Watterson Asset Management
Ohio
$7.94M +$146K +256 +2%
SAF
195
Smith Anglin Financial
Texas
$7.8M -$25.1K -44 -0.3%
ATWA
196
Arbor Trust Wealth Advisors
Michigan
$7.8M -$134K -235 -2%
BFO
197
Boston Family Office
Massachusetts
$7.79M -$284K -498 -4%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$7.76M -$411K -716 -5%
UL
199
Unionview LLC
Washington
$7.71M -$107K -188 -1%
BB
200
Busey Bank
Illinois
$7.7M -$17.1K -30 -0.2%