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SPDR S&P 400 Mid Cap Growth ETF

251 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+6
Holders Change %
+2.45%
% of All Funds
4.42%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
32
Increased
70
Reduced
111
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$287M -$32.1M -427,675 -10%
Osaic Holdings
2
Osaic Holdings
Arizona
$50.6M -$173M -2,308,413 -77%
LPL Financial
3
LPL Financial
California
$47.2M -$15.1M -201,184 -24%
NP
4
NorthRock Partners
Minnesota
$42.5M +$3.2M +42,595 +8%
OPS
5
Orion Portfolio Solutions
Nebraska
$36.2M -$3.99M -53,150 -10%
FWP
6
FAS Wealth Partners
Kansas
$35.5M +$616K +8,202 +2%
ML
7
McAdam LLC
Pennsylvania
$28M -$1.6M -21,364 -5%
TC
8
TownSquare Capital
Utah
$27.6M -$8.57M -114,150 -24%
TC
9
Trilogy Capital
California
$24M +$24M +319,366 New
Ameriprise
10
Ameriprise
Minnesota
$24M -$5.37M -69,514 -18%
KA
11
Klingman & Associates
New York
$19.8M -$192K -2,556 -1%
WIA
12
World Investment Advisors
California
$18.1M +$16.6M +221,531 +1,063%
AWM
13
AE Wealth Management
Kansas
$17.2M -$1.54M -20,526 -8%
Stifel Financial
14
Stifel Financial
Missouri
$17M -$32.3M -430,640 -66%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$16.7M +$16.7M +221,772 New
GIA
16
GHP Investment Advisors
Colorado
$12.7M +$116K +1,548 +0.9%
KW
17
KWB Wealth
California
$12.5M +$854K +11,372 +7%
SFM
18
Signet Financial Management
New Jersey
$12.2M -$64.9K -864 -0.5%
QCM
19
Quest Capital Management
Texas
$12.1M +$457K +6,083 +4%
CI
20
Chartist Inc
California
$12.1M -$314K -659 -3%
IWM
21
IHT Wealth Management
Illinois
$11.8M -$12K -160 -0.1%
APP
22
Avantax Planning Partners
Iowa
$10.8M -$2.09M -27,787 -16%
FNT
23
First National Trust
Pennsylvania
$10.6M -$816K -10,865 -7%
CWA
24
Clarus Wealth Advisors
Arizona
$10.5M +$565K +7,335 +6%
Morgan Stanley
25
Morgan Stanley
New York
$10.5M +$682K +9,085 +7%