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SPDR S&P 400 Mid Cap Value ETF

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VW
276
Vance Wealth
California
$202K +$202K +2,653 New
BRWA
277
B. Riley Wealth Advisors
Florida
$201K -$2.19M -33,807 -92%
UFAC
278
Urban Financial Advisory Corp
Illinois
$200K +$200K +2,633 New
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$182K
DFA
280
DHJJ Financial Advisors
Illinois
$174K
SPIA
281
Steward Partners Investment Advisory
New York
$172K -$404K -5,314 -70%
SA
282
Scarborough Advisors
Maryland
$169K +$532 +7 +0.3%
FIM
283
Fernwood Investment Management
Massachusetts
$164K +$164K +2,161 New
HNB
284
Huntington National Bank
Ohio
$152K -$147K
IHWM
285
Iron Horse Wealth Management
Iowa
$148K -$5.62K -74 -4%
S
286
Sachetta
Massachusetts
$147K
BCWM
287
Bartlett & Co Wealth Management
Ohio
$122K +$7.9K +104 +7%
EWA
288
EP Wealth Advisors
California
$116K +$6.46K +85 +6%
T
289
Tidemark
California
$102K -$7.67K -101 -7%
UB
290
UMB Bank
Missouri
$98.9K
Qube Research & Technologies (QRT)
291
Qube Research & Technologies (QRT)
United Kingdom
$83.4K -$5.62K -74 -6%
CHA
292
Carmichael Hill & Associates
Maryland
$80.6K
US Bancorp
293
US Bancorp
Minnesota
$66K -$307K -4,035 -82%
AF
294
Advisornet Financial
Minnesota
$63.9K +$4.64K +61 +8%
EWM
295
EPG Wealth Management
Georgia
$63K +$228 +3 +0.4%
CAL
296
Capital Analysts LLC
Pennsylvania
$54K
ST
297
Smithfield Trust
Pennsylvania
$53K
CA
298
CoreCap Advisors
Michigan
$48.9K +$48.9K +644 New
FGAM
299
Financial Gravity Asset Management
Texas
$48.4K +$46.4K +610 +2,346%
CFD
300
Creative Financial Designs
Indiana
$48.3K