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SPDR S&P 400 Mid Cap Growth ETF

171 hedge funds and large institutions have $493M invested in SPDR S&P 400 Mid Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
3.92%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
24
Increased
76
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APP
1
Avantax Planning Partners
Iowa
$58.6M +$1.92M +34,346 +3%
CI
2
Chartist Inc
California
$37.9M -$1.6M -4,360 -4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$30.1M -$174M -3,657,306 -85%
FWP
4
FAS Wealth Partners
Kansas
$28.2M +$1.1M +19,669 +4%
Ameriprise
5
Ameriprise
Minnesota
$22.5M +$1.27M +22,880 +6%
LPL Financial
6
LPL Financial
California
$22.4M +$451K +8,052 +2%
KF
7
Krilogy Financial
Missouri
$17.3M +$381K +6,813 +2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$17.2M +$14.1M +252,635 +453%
GI
9
Gradient Investments
Minnesota
$16.1M +$15.2M +355,596 +1,581%
ML
10
McAdam LLC
Pennsylvania
$13.2M +$1.09M +19,821 +9%
Mariner
11
Mariner
Kansas
$13.1M -$191K -3,410 -1%
UBS Group
12
UBS Group
Switzerland
$12.8M -$913K -16,310 -7%
Wells Fargo
13
Wells Fargo
California
$11.7M -$808K -14,443 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.41M +$4.15M +74,150 +79%
AA
15
Advisory Alpha
Michigan
$8.97M +$667K +13,585 +8%
Morgan Stanley
16
Morgan Stanley
New York
$8.69M -$458K -8,185 -5%
Bank of America
17
Bank of America
North Carolina
$7.93M +$541K +9,677 +7%
Jane Street
18
Jane Street
New York
$7.18M +$4.68M +83,560 +187%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.69M +$475K +8,486 +8%
KFA
20
Kays Financial Advisory
Georgia
$6.39M -$12.9M -230,512 -67%
ACM
21
AlphaStar Capital Management
North Carolina
$5.27M -$223K -3,983 -4%
SWM
22
Shakespeare Wealth Management
Wisconsin
$4.98M +$65.6K +1,173 +1%
CWM
23
Cornerstone Wealth Management
Missouri
$4.85M +$162K +24,187 +3%
FNT
24
First National Trust
Pennsylvania
$4.85M +$831K +14,851 +21%
FAAS
25
First Allied Advisory Services
California
$4.35M +$1.57M +27,949 +56%