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SPDR S&P 400 Mid Cap Growth ETF

158 hedge funds and large institutions have $434M invested in SPDR S&P 400 Mid Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+13
Holders Change %
+8.97%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
27
Increased
75
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APP
1
Avantax Planning Partners
Iowa
$51.3M +$2.58M +49,218 +5%
CI
2
Chartist Inc
California
$36.8M -$1.48M -13,029 -4%
FWP
3
FAS Wealth Partners
Kansas
$24.5M -$1.24M -23,715 -5%
Ameriprise
4
Ameriprise
Minnesota
$19.9M +$1.84M +35,151 +10%
LPL Financial
5
LPL Financial
California
$19.6M -$1.53M -29,124 -7%
KFA
6
Kays Financial Advisory
Georgia
$17.4M +$66.7K +1,272 +0.4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$15.8M +$15.7M +300,000 +111,111%
KF
8
Krilogy Financial
Missouri
$15.7M +$147K +2,796 +0.9%
BFG
9
Barber Financial Group
Kansas
$14.8M +$14.8M +281,496 New
Mariner
10
Mariner
Kansas
$12.7M +$909K +17,319 +8%
UBS Group
11
UBS Group
Switzerland
$12.7M +$486K +9,252 +4%
ML
12
McAdam LLC
Pennsylvania
$10.1M +$2.81M +53,625 +39%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$8.73M +$4.46M +85,473 +105%
AA
14
Advisory Alpha
Michigan
$8.24M +$53.3K +999 +0.7%
Wells Fargo
15
Wells Fargo
California
$7.93M +$2.15M +40,986 +37%
Morgan Stanley
16
Morgan Stanley
New York
$7.61M +$1.83M +34,776 +32%
Bank of America
17
Bank of America
North Carolina
$6.92M +$398K +7,584 +6%
ACG
18
Allen Capital Group
Nebraska
$5.78M
AIA
19
Allegis Investment Advisors
Idaho
$5.73M +$1.77M +33,714 +45%
ACM
20
AlphaStar Capital Management
North Carolina
$5.47M +$2.96M +56,451 +118%
LWS
21
Lucia Wealth Services
California
$4.93M +$3.78M +72,021 +329%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.88M +$164K +3,120 +3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.79M +$2.54M +48,327 +112%
SWM
24
Shakespeare Wealth Management
Wisconsin
$4.47M +$248K +4,716 +6%
HA
25
Harborview Advisors
Maine
$4.22M -$238K -4,530 -5%