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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 %
CA
326
Crewe Advisors
Utah
$15.4K +$15.4K +202 New
AA
327
Ancora Advisors
Ohio
$15.2K
PB
328
Pinnacle Bancorp
Nebraska
$15.1K -$608 -8 -4%
BCMLT
329
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K -$16.5K -217 -53%
SMA
330
Sage Mountain Advisors
Georgia
$14.4K +$14.4K +190 New
CT
331
Clearstead Trust
Maine
$13.5K +$13.5K +177 New
SC
332
Stephens Consulting
Michigan
$11.3K +$76 +1 +0.7%
TVWM
333
Tower View Wealth Management
Wisconsin
$11.3K
FPFS
334
First Personal Financial Services
North Carolina
$11.2K +$11.2K +147 New
TIM
335
Thompson Investment Management
Wisconsin
$9.51K
HGERS
336
Householder Group Estate & Retirement Specialist
Arizona
$9.5K
AAP
337
Arax Advisory Partners
Colorado
$8.48K -$4.01K -53 -32%
APC
338
Aspire Private Capital
North Carolina
$7.37K +$7.37K +97 New
RDIA
339
RE Dickinson Investment Advisors
Iowa
$6K
EWA
340
EverSource Wealth Advisors
Alabama
$5.93K
GI
341
Gradient Investments
Minnesota
$5.83K -$5.68K -75 -49%
WIC
342
Woodmont Investment Counsel
Tennessee
$5.32K +$5.32K +70 New
MG
343
Mather Group
Illinois
$5.21K +$5.21K +71 New
MAM
344
MMA Asset Management
Pennsylvania
$5.07K +$5.07K +67 New
KFS
345
Kelly Financial Services
Massachusetts
$3.73K -$401K -5,269 -99%
BWP
346
Baldwin Wealth Partners
Massachusetts
$3.34K -$15.4K -202 -82%
MRCM
347
M&R Capital Management
New Jersey
$3.21K
WIA
348
Wetzel Investment Advisors
Indiana
$3.1K -$1.55K -22 -33%
CMA
349
Cedar Mountain Advisors
Oregon
$1.98K
AIC
350
Archer Investment Corporation
Indiana
$1.75K