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SPDR S&P MidCap 400 ETF Trust

959 hedge funds and large institutions have $10.5B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 212 increasing their positions, 361 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+111
Holders Change %
+13.09%
% of All Funds
17.02%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
1.15%
New
164
Increased
212
Reduced
361
Closed
39
Calls
$278M
Puts
$618M
Net Calls
-$341M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Shares
Change %
SAF
201
Smith Anglin Financial
Texas
$5.72M +$5.72M +13,611 New
RTS
202
Round Table Services
New Jersey
$5.66M -$172K -409 -3%
MFW
203
Meristem Family Wealth
Minnesota
$5.63M -$27.3K -65 -0.5%
Franklin Resources
204
Franklin Resources
California
$5.46M +$758K +1,804 +16%
MWM
205
Modera Wealth Management
New Jersey
$5.41M -$47K -112 -0.9%
HCM
206
Howard Capital Management
Georgia
$5.35M +$205K +480 +4%
PAM
207
Peak Asset Management
Colorado
$5.29M +$47.9K +114 +0.9%
PWMAG
208
Pinnacle Wealth Management Advisory Group
New Jersey
$5.19M -$86.1K -205 -2%
BFM
209
Boston Financial Management
Massachusetts
$5.16M -$212K -505 -4%
FLPIM
210
F.L. Putnam Investment Management
Massachusetts
$5.16M -$74.7K -178 -1%
GSC
211
G&S Capital
Colorado
$5.13M +$1.87M +4,464 +58%
TRSOTSOK
212
Teachers Retirement System of the State of Kentucky
Kentucky
$5.01M
SGCA
213
Steel Grove Capital Advisors
Tennessee
$4.97M +$405K +964 +9%
RIG
214
Renaissance Investment Group
Massachusetts
$4.97M -$790K -1,882 -14%
UCFA
215
United Capital Financial Advisors
Texas
$4.95M +$89.9K +214 +2%
PP
216
Pegasus Partners
Wisconsin
$4.92M +$53.7K +128 +1%
DPI
217
Diversified Portfolios Inc
Michigan
$4.92M -$541K -1,289 -10%
ECG
218
Edge Capital Group
Georgia
$4.92M +$4.92M +11,705 New
GFG
219
Greystone Financial Group
Michigan
$4.84M +$4.84M +10,562 New
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$4.82M +$567K +1,343 +13%
SHGA
221
Sand Hill Global Advisors
California
$4.75M
SB
222
Sunflower Bank
Texas
$4.73M +$4.73M +11,274 New
FHA
223
First Horizon Advisors
Tennessee
$4.67M -$1.26K -3 -0%
BWFA
224
Baltimore-Washington Financial Advisors
Maryland
$4.67M -$170K -406 -4%
FWM
225
Filbrandt Wealth Management
Wisconsin
$4.65M -$299K -712 -6%