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SPDR S&P 400 Mid Cap Growth ETF

384 hedge funds and large institutions have $5.14B invested in SPDR S&P 400 Mid Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+17
Holders Change %
+4.63%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
46
Increased
149
Reduced
125
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
76
Visionary Wealth Advisors
Illinois
$3.51M +$116K +1,338 +3%
EH
77
Equitable Holdings
New York
$3.36M +$286K +3,295 +9%
PIA
78
Perennial Investment Advisors
California
$3.31M -$2.99M -34,351 -47%
MSRI
79
Michael S. Ryan Inc
New York
$3.27M +$95.3K +1,097 +3%
KTA
80
Keeley-Teton Advisors
Illinois
$3.25M -$5.21K -60 -0.2%
AAS
81
Avantax Advisory Services
Texas
$3.16M +$518K +5,956 +20%
MFG
82
Merit Financial Group
Georgia
$3.14M -$72.6K -836 -2%
Creative Planning
83
Creative Planning
Kansas
$2.76M +$153K +1,766 +6%
KWA
84
Kingswood Wealth Advisors
California
$2.75M +$2.53M +29,170 +1,200%
FFN
85
Focus Financial Network
Minnesota
$2.63M +$1.92M +22,069 +270%
IRC
86
Investors Research Corp
Georgia
$2.57M -$21.1K -243 -0.8%
WWA
87
Wealth Watch Advisors
Colorado
$2.55M +$2.55M +29,291 New
PSF
88
Pacific Sun Financial
California
$2.52M -$8.26K -95 -0.3%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2.51M -$113K -1,304 -4%
CMP
90
Courage Miller Partners
Virginia
$2.5M -$6.26K -72 -0.2%
OAM
91
Occidental Asset Management
California
$2.46M +$479K +5,513 +24%
GWM
92
Geneos Wealth Management
Colorado
$2.38M +$23.5K +270 +1%
ORL
93
Oak Root LLC
California
$2.27M -$365K -4,203 -14%
LW
94
Linscomb Wealth
Texas
$2.09M +$1.03M +11,890 +98%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$2.06M +$272K +3,130 +15%
Comerica Bank
96
Comerica Bank
Texas
$2.06M -$20K -230 -1%
BDWCC
97
B&D White Capital Company
Texas
$1.99M +$1.99M +22,959 New
HWMC
98
Heritage Wealth Management (California)
California
$1.97M +$635K +7,313 +48%
US Bancorp
99
US Bancorp
Minnesota
$1.94M +$1.74M +20,070 +911%
BA
100
Bristlecone Advisors
Washington
$1.92M +$168K +1,930 +10%