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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 %
DSA
51
Droms Strauss Advisors
Missouri
$1.98M -$1.48M -29,387 -43%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.95M +$1.95M +38,609 New
WWM
53
Windsor Wealth Management
Indiana
$1.92M +$2.12K +42 +0.1%
SDWMA
54
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.91M -$17.3K -344 -0.9%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1.72M +$1.71M +25,301 +21,811%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.63M +$190K +3,776 +13%
SWA
57
Stratos Wealth Advisors
Ohio
$1.61M +$571K +11,339 +55%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.59M +$75.5K +1,512 +5%
CCM
59
Condor Capital Management
New Jersey
$1.57M +$48.4K +960 +3%
WA
60
Wambolt & Associates
Colorado
$1.44M +$124K +2,418 +9%
OWM
61
Opes Wealth Management
California
$1.35M +$1.35M +26,813 New
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$1.2M -$3.21M -63,655 -73%
RFA
63
Reilly Financial Advisors
California
$1.19M -$109K -2,174 -8%
ACM
64
AlphaStar Capital Management
North Carolina
$1.18M +$192K +4,082 +19%
PI
65
PHH Investments
Texas
$1.1M
CMP
66
Courage Miller Partners
Virginia
$1.07M +$1.46K +29 +0.1%
PWMG
67
Prestige Wealth Management Group
New Jersey
$1.02M -$16K -318 -2%
KWM
68
Kingsview Wealth Management
Oregon
$1.01M +$341K +6,767 +51%
AA
69
Alesco Advisors
New York
$950K +$89.4K +1,774 +10%
SFG
70
Sage Financial Group
Pennsylvania
$949K +$31.5K +625 +3%
BFM
71
Broadview Financial Management
Wisconsin
$947K +$451K +8,963 +91%
AI
72
Atria Investments
North Carolina
$877K +$343K +6,797 +64%
WI
73
WrapManager Inc
California
$873K +$15.3K +304 +2%
VA
74
Valmark Advisers
Ohio
$849K +$189K +3,760 +29%
MML Investors Services
75
MML Investors Services
Massachusetts
$759K -$59.2K -1,176 -7%