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State Street SPDR S&P 400 Mid Cap Growth ETF

296 hedge funds and large institutions have $1.41B invested in State Street 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

15% more capital invested

Capital invested by funds: $1.22B → $1.41B (+$182M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.59% more ownership

Funds ownership: 73.45%76.04% (+2.6%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 300296 (-4)

18% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 124

Holders
296
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
4.65%
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
Change in
Stake
V
51
Veritable
Delaware
$4.94M +$97.8K +1,432 +2%
PIA
52
Perennial Investment Advisors
California
$4.88M -$841K -12,308 -15%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$4.81M +$47.8K +699 +1%
PFS
54
Prospera Financial Services
Texas
$4.48M +$4.27M +62,497 New
KOC
55
Koss-Olinger Consulting
Florida
$4.39M -$44.3K -648 -1%
CWM
56
Cordatus Wealth Management
Pennsylvania
$4.22M +$4.03M +58,961 New
WFPG
57
Waller Financial Planning Group
Ohio
$4.06M +$26.5K +388 +0.7%
MMA
58
Miracle Mile Advisors
California
$3.94M -$1.93M -28,265 -34%
SEIA
59
Signature Estate & Investment Advisors
California
$3.84M -$136K -1,985 -4%
GIA
60
Gladstone Institutional Advisory
Florida
$3.75M -$35.9K -525 -1%
BWP
61
Bernardo Wealth Planning
Pennsylvania
$3.61M +$111K +1,621 +3%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$3.57M -$217K -3,171 -6%
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$3.53M +$97.8K +1,431 +3%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$3.53M +$81K +1,186 +2%
SWM
65
SFG Wealth Management
Maryland
$3.47M +$3.05M +44,650 +1,169%
BEI
66
Benjamin Edwards Inc
Missouri
$3.44M +$1.26M +18,452 +62%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$3.12M -$200K -2,933 -6%
LWM
68
Laidlaw Wealth Management
New York
$3.09M -$185K -2,703 -6%
EH
69
Equitable Holdings
New York
$2.94M +$17.1K +250 +0.6%
LFG
70
Larson Financial Group
Missouri
$2.85M -$45.8K -671 -2%
VWA
71
Visionary Wealth Advisors
Illinois
$2.81M +$740K +10,830 +38%
WWM
72
Windsor Wealth Management
Indiana
$2.69M +$538K +7,873 +26%
MML Investors Services
73
MML Investors Services
Massachusetts
$2.65M +$97.3K +1,425 +4%
KTA
74
Keeley-Teton Advisors
Illinois
$2.62M +$201K +2,942 +9%
Creative Planning
75
Creative Planning
Kansas
$2.57M +$81.3K +1,190 +3%