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SPDR S&P 400 Mid Cap Growth ETF

296 hedge funds and large institutions have $1.41B invested in SPDR S&P 400 Mid Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 102 increasing their positions, 124 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
19
Increased
102
Reduced
124
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
26
JNBA Financial Advisors
Minnesota
$13.2M +$1.48M +20,641 +13%
RA
27
Rodgers & Associates
Pennsylvania
$13.1M -$27.9K -389 -0.2%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$12.7M +$762K +10,640 +6%
TF
29
TIAA FSB
Florida
$12.4M -$1.87M -26,126 -13%
SFM
30
Signet Financial Management
New Jersey
$12.2M +$177K +2,471 +1%
Bank of America
31
Bank of America
North Carolina
$11.9M -$202K -2,814 -2%
SWM
32
Shakespeare Wealth Management
Wisconsin
$10.9M +$329K +4,590 +3%
WWA
33
WCG Wealth Advisors
Nevada
$10.3M -$765K -10,678 -7%
KW
34
KWB Wealth
California
$9.4M +$210K +2,930 +2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$9.15M -$221K -3,087 -2%
Truist Financial
36
Truist Financial
North Carolina
$9.14M +$237K +3,311 +3%
Mariner
37
Mariner
Kansas
$9.11M +$146K +2,039 +2%
E
38
ETFidea
New York
$8.78M +$10.1K +141 +0.1%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$8.34M +$6.03M +84,150 +261%
PAG
40
Private Advisor Group
New Jersey
$8.23M -$2.15M -29,914 -21%
DI
41
Diligent Investors
California
$7.35M -$72.4K -1,010 -1%
SPWG
42
Syntegra Private Wealth Group
Missouri
$7.02M -$189K -2,631 -3%
PWMG
43
Prestige Wealth Management Group
New Jersey
$6.97M -$57.3K -800 -0.8%
KWM
44
Kingsview Wealth Management
Oregon
$5.92M -$113K -1,583 -2%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$5.91M +$17.1K +239 +0.3%
APP
46
Avantax Planning Partners
Iowa
$5.69M -$199K -2,784 -3%
EFL
47
ERn Financial LLC
Wisconsin
$5.42M +$150K +2,092 +3%
TWP
48
Total Wealth Planning
Ohio
$5.21M -$84.5K -1,180 -2%
WP
49
WealthShield Partners
North Carolina
$4.97M +$298K +4,154 +6%
UBS Group
50
UBS Group
Switzerland
$4.97M -$686K -9,569 -12%