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SPDR S&P 400 Mid Cap Growth ETF

384 hedge funds and large institutions have $5.14B invested in SPDR S&P 400 Mid Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+17
Holders Change %
+4.63%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
46
Increased
149
Reduced
125
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.06B -$130M -1,499 -4%
Citigroup
2
Citigroup
New York
$205M -$6.49M -74,724 -3%
LPL Financial
3
LPL Financial
California
$153M +$1.87M +21,506 +1%
Stifel Financial
4
Stifel Financial
Missouri
$122M +$18.2M +209,297 +17%
Financial Engines Advisors
5
Financial Engines Advisors
California
$121M -$3.95M -45,405 -3%
BEI
6
Benjamin Edwards Inc
Missouri
$103M +$16.6M +191,334 +19%
NP
7
NorthRock Partners
Minnesota
$86.7M +$1.58M +18,189 +2%
PPW
8
Parcion Private Wealth
Washington
$72.3M +$624K +7,177 +0.9%
AWM
9
AE Wealth Management
Kansas
$56.1M +$7.96M +91,597 +17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$54.1M -$1.47M -16,922 -3%
CIM
11
Confluence Investment Management
Missouri
$47.7M +$5.26M +60,545 +12%
Morgan Stanley
12
Morgan Stanley
New York
$41.1M +$12.3M +141,517 +43%
FWP
13
FAS Wealth Partners
Kansas
$39.6M -$567K -6,527 -1%
CI
14
Chartist Inc
California
$33.8M -$1M -1,757 -3%
Wells Fargo
15
Wells Fargo
California
$32.1M +$1.89M +21,698 +6%
FNT
16
First National Trust
Pennsylvania
$31.2M -$505K -5,815 -2%
KA
17
Klingman & Associates
New York
$26.1M -$100K -1,156 -0.4%
APP
18
Avantax Planning Partners
Iowa
$25.4M +$1.74M +19,981 +7%
GIA
19
GHP Investment Advisors
Colorado
$25.3M +$761K +8,755 +3%
Raymond James Financial
20
Raymond James Financial
Florida
$25M +$25M +287,504 New
Ameriprise
21
Ameriprise
Minnesota
$23.2M +$2.09M +24,113 +10%
HighTower Advisors
22
HighTower Advisors
Illinois
$22.9M +$667K +7,673 +3%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$22.7M +$399K +4,595 +2%
Bank of America
24
Bank of America
North Carolina
$21.8M +$1.67M +19,218 +8%
TIAA Trust, National Association
25
TIAA Trust, National Association
North Carolina
$20.5M -$7.04K -81 -0%