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SPDR S&P 400 Mid Cap Growth ETF

325 hedge funds and large institutions have $1.78B invested in SPDR S&P 400 Mid Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 17 closing their positions.

Holders
325
Holders Change
+27
Holders Change %
+9.06%
% of All Funds
4.77%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
48
Increased
119
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$18.1M +$920K +12,161 +5%
CF
27
Convergence Financial
Missouri
$17.1M -$461K -6,091 -3%
JFA
28
JNBA Financial Advisors
Minnesota
$15.2M +$681K +8,999 +5%
RA
29
Rodgers & Associates
Pennsylvania
$14.6M +$749K +9,900 +5%
TIAA Trust, National Association
30
TIAA Trust, National Association
North Carolina
$13.9M +$786K +10,385 +6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$13.6M +$2.4M +31,754 +21%
KW
32
KWB Wealth
California
$13.4M +$3.57M +47,136 +36%
SFM
33
Signet Financial Management
New Jersey
$12.7M -$32.7K -432 -0.3%
SWM
34
Shakespeare Wealth Management
Wisconsin
$11.9M +$286K +3,779 +2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$10M +$261K +3,444 +3%
WWA
36
WCG Wealth Advisors
Nevada
$9.91M -$1.71M -22,599 -15%
Truist Financial
37
Truist Financial
North Carolina
$9.86M +$125K +1,656 +1%
Mariner
38
Mariner
Kansas
$9.7M -$181K -2,387 -2%
E
39
ETFidea
New York
$9.6M +$325K +4,300 +4%
Bank of America
40
Bank of America
North Carolina
$9.17M +$987K +13,040 +12%
EFL
41
ERn Financial LLC
Wisconsin
$7.18M +$1.67M +22,303 +30%
SWM
42
SFG Wealth Management
Maryland
$7.18M +$654K +8,642 +10%
PWMG
43
Prestige Wealth Management Group
New Jersey
$6.98M -$60.5K -799 -0.9%
DI
44
Diligent Investors
California
$6.5M -$481K -6,362 -7%
UBS Group
45
UBS Group
Switzerland
$6.15M +$1.31M +17,370 +27%
SPWG
46
Syntegra Private Wealth Group
Missouri
$5.93M -$1.06M -13,951 -15%
PIA
47
Perennial Investment Advisors
California
$5.93M +$930K +12,293 +19%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$5.63M +$5.63M +74,358 New
MBI
49
May Barnhard Investments
Maryland
$5.52M +$5.52M +72,970 New
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$5.51M -$312K -4,119 -5%