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SPDR S&P 400 Mid Cap Value ETF

159 hedge funds and large institutions have $1.52B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
20
Increased
70
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VDFA
51
Vickerman & Driscoll Financial Advisors
Washington
$2.6M +$46.8K +911 +2%
JWS
52
Juncture Wealth Strategies
Arizona
$2.49M +$672K +13,086 +37%
Axa
53
Axa
France
$2.37M
IA
54
IFP Advisors
Florida
$2.09M +$2.09M +40,908 New
SDWMA
55
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.95M -$1.44K -28 -0.1%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.92M +$347K +6,764 +22%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.88M +$20.5K +400 +1%
Ameriprise
58
Ameriprise
Minnesota
$1.85M -$183K -3,573 -9%
WWM
59
Windsor Wealth Management
Indiana
$1.84M -$71.8K -1,450 -4%
SFG
60
Sage Financial Group
Pennsylvania
$1.79M +$82.1K +1,600 +5%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.72M
CCM
62
Condor Capital Management
New Jersey
$1.66M +$42.9K +835 +3%
DSA
63
Droms Strauss Advisors
Missouri
$1.56M -$428K -8,336 -22%
WA
64
Wambolt & Associates
Colorado
$1.51M -$8.32K -162 -0.5%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.44M +$1.44M +28,145 New
HighTower Advisors
66
HighTower Advisors
Illinois
$1.43M -$237K -4,629 -14%
OWM
67
Opes Wealth Management
California
$1.41M +$24.7K +482 +2%
RFA
68
Reilly Financial Advisors
California
$1.32M +$41.4K +806 +3%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$1.32M -$920K -17,929 -41%
CMP
70
Courage Miller Partners
Virginia
$1.1M +$4.16K +81 +0.4%
AI
71
Atria Investments
North Carolina
$1.08M +$22.8K +444 +2%
BFM
72
Broadview Financial Management
Wisconsin
$1.08M +$20.3K +395 +2%
AA
73
Alesco Advisors
New York
$1.07M +$770 +15 +0.1%
SCM
74
Southport Capital Management
Tennessee
$1.06M +$264K +5,143 +33%
PI
75
PHH Investments
Texas
$994K -$46.1K -898 -4%