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SPDR S&P 400 Mid Cap Growth ETF

298 hedge funds and large institutions have $1.37B invested in SPDR S&P 400 Mid Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
24
Increased
105
Reduced
117
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
151
Renaissance Technologies
New York
$567K +$83K +1,200 +17%
SDWMA
152
Schneider Downs Wealth Management Advisors
Pennsylvania
$564K
WAG
153
Wallace Advisory Group
California
$543K -$5.09K -71 -0.9%
FAIM
154
Financial Advocates Investment Management
Washington
$542K +$136K +2,099 +33%
GWM
155
GSB Wealth Management
Connecticut
$537K
BPA
156
Beacon Pointe Advisors
California
$529K +$346 +5 +0.1%
PP
157
Prudential plc
United Kingdom
$523K -$354K -5,120 -40%
CCM
158
Condor Capital Management
New Jersey
$522K +$49.2K +711 +10%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$517K +$103K +1,480 +25%
Cerity Partners
160
Cerity Partners
New York
$514K -$42K -608 -8%
IWA
161
Inspirion Wealth Advisors
Illinois
$514K +$2.07K +30 +0.4%
KAS
162
KPP Advisory Services
Kentucky
$509K +$509K +7,369 New
NECFA
163
New England Capital Financial Advisors
Connecticut
$507K +$39.3K +568 +8%
MAM
164
Mystic Asset Management
Rhode Island
$496K +$104K +1,500 +26%
CAG
165
Csenge Advisory Group
Florida
$495K -$10.4K -151 -2%
VFIC
166
Valley Forge Investment Consultants
Pennsylvania
$494K
RWB
167
RMR Wealth Builders
New Jersey
$491K +$491K +7,103 New
LJAC
168
L.J. Altfest & Co
New York
$489K -$110K -1,595 -18%
CA
169
Cetera Advisors
Colorado
$476K -$1.04K -15 -0.2%
DWM
170
Denver Wealth Management
Colorado
$472K +$74.3K +1,075 +19%
AWAU
171
Alliance Wealth Advisors (Utah)
Utah
$464K +$34.1K +493 +8%
CL
172
Choreo LLC
Illinois
$452K +$5.6K +81 +1%
LA
173
LexAurum Advisors
Kansas
$450K +$62.8K +908 +16%
EWA
174
EP Wealth Advisors
California
$448K +$31.7K +458 +8%
FW
175
FirstPurpose Wealth
Utah
$444K +$9.33K +135 +2%