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SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $600M invested in SPDR S&P 400 Mid Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
4.12%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
32
Increased
73
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$6.1M +$3.77M +71,647 +161%
WFPG
27
Waller Financial Planning Group
Ohio
$6.01M +$425K +7,884 +8%
CWA
28
Clarus Wealth Advisors
Arizona
$5.75M +$5.75M +109,456 New
JFA
29
JNBA Financial Advisors
Minnesota
$5.46M +$800K +15,226 +17%
SA
30
Strategic Advisors
New York
$5.15M +$387K +7,359 +8%
GIA
31
GHP Investment Advisors
Colorado
$4.88M +$569K +10,822 +13%
SFM
32
Signet Financial Management
New Jersey
$4.67M +$1.07M +19,777 +30%
TWP
33
Total Wealth Planning
Ohio
$4.6M +$268K +5,109 +6%
FAAS
34
First Allied Advisory Services
California
$4.32M +$551K +10,478 +15%
GIA
35
Gladstone Institutional Advisory
Florida
$4.31M +$4.31M +81,927 New
AG
36
Advisor Group
Arizona
$4.17M +$1.31M +24,932 +46%
HA
37
Harborview Advisors
Maine
$4.16M +$18.3K +349 +0.4%
CCP
38
Cardan Capital Partners
Colorado
$4.01M +$89.7K +1,707 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.88M +$2.8M +53,270 +260%
EFL
40
ERn Financial LLC
Wisconsin
$3.74M +$232K +4,357 +7%
AWM
41
AE Wealth Management
Kansas
$3.69M +$3.69M +70,228 New
SS
42
Simplicity Solutions
Minnesota
$3.6M +$3.6M +68,464 New
SEIA
43
Signature Estate & Investment Advisors
California
$3.58M +$10.1K +193 +0.3%
SWM
44
Shakespeare Wealth Management
Wisconsin
$3.52M +$114K +2,163 +3%
RJA
45
Raymond James & Associates
Florida
$3.22M +$115K +2,190 +4%
MWM
46
Marietta Wealth Management
Georgia
$3.06M -$116K -2,216 -4%
VFA
47
Voya Financial Advisors
Connecticut
$2.64M -$449K -8,575 -15%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.62M +$71.6K +1,375 +3%
FWM
49
Foresight Wealth Management
Utah
$2.6M +$301K +5,732 +13%
Stifel Financial
50
Stifel Financial
Missouri
$2.54M -$554K -10,548 -18%