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SPDR S&P 400 Mid Cap Value ETF

163 hedge funds and large institutions have $1.02B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+17
Holders Change %
+11.64%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
35
Increased
55
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
26
Harborview Advisors
Maine
$4.37M -$3.83K -76 -0.1%
Ameriprise
27
Ameriprise
Minnesota
$4.35M +$769K +15,259 +21%
CA
28
Centerpoint Advisors
Massachusetts
$4.28M -$449K -8,918 -10%
UBS Group
29
UBS Group
Switzerland
$4.27M -$1.96M -38,867 -31%
APP
30
Avantax Planning Partners
Iowa
$4.23M +$904K +17,940 +27%
MWM
31
Merriman Wealth Management
Washington
$4.07M -$1.13M -22,487 -22%
GIA
32
Gladstone Institutional Advisory
Florida
$4.05M +$4.05M +80,483 New
ADL
33
Asset Dedication LLC
California
$3.78M -$1.21M -24,017 -24%
FIM
34
Freedom Investment Management
Connecticut
$3.75M -$22.8K -453 -0.6%
Wells Fargo
35
Wells Fargo
California
$3.52M +$103K +2,043 +3%
JFA
36
JNBA Financial Advisors
Minnesota
$3.47M +$1.21M +24,090 +54%
RWA
37
Redhawk Wealth Advisors
Minnesota
$3.45M +$26.1K +518 +0.8%
FWM
38
Foresight Wealth Management
Utah
$3.44M +$394K +7,826 +13%
Mariner
39
Mariner
Kansas
$3.3M -$35.6K -706 -1%
AG
40
Advisor Group
Arizona
$3.19M +$2.17M +43,094 +214%
PFA
41
Pure Financial Advisors
California
$3.14M -$151K -2,997 -5%
EFL
42
ERn Financial LLC
Wisconsin
$3.13M +$344K +6,554 +12%
CIC
43
Carnegie Investment Counsel
Ohio
$2.84M -$77.4K -1,537 -3%
MIAN
44
Mariner Independent Advisor Network
Kansas
$2.5M -$277K -5,436 -10%
OFG
45
Omega Financial Group
California
$2.49M -$102K -2,021 -4%
VDFA
46
Vickerman & Driscoll Financial Advisors
Washington
$2.36M +$164K +3,251 +7%
LPL Financial
47
LPL Financial
California
$2.36M +$407K +8,077 +21%
Axa
48
Axa
France
$2.33M
DI
49
Diligent Investors
California
$2.06M +$82.2K +1,632 +4%
AWM
50
Avior Wealth Management
Nebraska
$2.04M +$592K +11,759 +41%