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SPDR S&P 400 Mid Cap Growth ETF

251 hedge funds and large institutions have $1.12B invested in SPDR S&P 400 Mid Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
4.41%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
101
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$9.82M +$700K +9,260 +8%
IWM
27
IHT Wealth Management
Illinois
$9.55M -$3.17M -41,918 -25%
RA
28
Rodgers & Associates
Pennsylvania
$9.42M +$1.06K +14 +0%
SWM
29
Shakespeare Wealth Management
Wisconsin
$8.67M +$162K +2,124 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$8.22M +$211K +2,786 +3%
Wells Fargo
31
Wells Fargo
California
$8.1M -$46.1K -610 -0.6%
PWMG
32
Prestige Wealth Management Group
New Jersey
$7.46M +$168K +2,221 +2%
UBS Group
33
UBS Group
Switzerland
$7.36M +$29K +383 +0.4%
KWM
34
Kingsview Wealth Management
Oregon
$7.31M -$52.7K -696 -0.7%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$6.98M +$2.25M +29,787 +48%
Mariner
36
Mariner
Kansas
$6.8M +$311K +4,107 +5%
CI
37
CX Institutional
Indiana
$6.44M -$288K -3,809 -4%
DI
38
Diligent Investors
California
$6.23M
APP
39
Avantax Planning Partners
Iowa
$6.13M -$72.4K -957 -1%
KOC
40
Koss-Olinger Consulting
Florida
$5.47M -$84K -1,111 -2%
MMA
41
Miracle Mile Advisors
California
$5.31M +$201K +2,660 +4%
WFPG
42
Waller Financial Planning Group
Ohio
$5.25M +$148K +1,962 +3%
CIM
43
Confluence Investment Management
Missouri
$4.97M +$1.75M +23,073 +54%
TWP
44
Total Wealth Planning
Ohio
$4.63M -$34.2K -452 -0.7%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$4.58M -$245K -3,240 -5%
HA
46
Harborview Advisors
Maine
$4.39M -$605 -8 -0%
FWM
47
Foresight Wealth Management
Utah
$4.38M +$249K +3,298 +6%
V
48
Veritable
Delaware
$4.37M
SEIA
49
Signature Estate & Investment Advisors
California
$4.11M -$31.7K -419 -0.8%
SWP
50
Stratos Wealth Partners
Ohio
$3.97M +$190K +2,514 +5%