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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 %
GVAG
201
Great Valley Advisor Group
Delaware
$285K +$138 +2 +0%
SPC
202
Sigma Planning Corp
Michigan
$283K -$162K -2,338 -36%
CPRC
203
Consolidated Portfolio Review Corp
New York
$275K -$4.29K -62 -2%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$271K -$2.08K -29 -0.8%
BCM
205
Brookstone Capital Management
Illinois
$266K -$14.1K -209 -5%
IWC
206
Integrated Wealth Concepts
Massachusetts
$256K -$31.9K -461 -11%
BOSSRA
207
B.O.S.S. Retirement Advisors
Utah
$255K -$8.02K -116 -3%
BFA
208
Bill Few Associates
Pennsylvania
$254K +$7.61K +110 +3%
TRIA
209
Trail Ridge Investment Advisors
Colorado
$250K -$10.7K -155 -4%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$250K
BC
211
Bartlett & Co
Ohio
$250K
CA
212
Centerpoint Advisors
Massachusetts
$249K -$11.4K -165 -4%
HWM
213
HB Wealth Management
Georgia
$245K -$9.06K -131 -4%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$239K +$87.4K +1,264 +58%
IWA
215
IVC Wealth Advisors
Pennsylvania
$234K
IA
216
IFG Advisors
Missouri
$232K -$3.8K -55 -2%
SS
217
Simplicity Solutions
Minnesota
$230K -$83.5K -1,208 -27%
BFG
218
Bleakley Financial Group
New Jersey
$230K -$83.5K -1,208 -27%
FHC
219
First Heartland Consultants
Missouri
$230K -$4.21K -61 -2%
GT
220
Greenleaf Trust
Michigan
$225K
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$222K +$2.07K +30 +0.9%
HI
222
Harbour Investments
Wisconsin
$217K -$51.2K -741 -19%
FTUS
223
Flow Traders U.S.
New York
$215K +$215K +3,113 New
SFP
224
Sterling Financial Planning
New Jersey
$214K +$2.01K +29 +0.9%
RIS
225
Retirement Income Solutions
Michigan
$212K