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SPDR S&P 400 Mid Cap Value ETF

264 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.57%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
25
Increased
112
Reduced
78
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$5.01M +$1.13M +19,471 +29%
CWA
52
Clarus Wealth Advisors
Arizona
$4.88M +$114K +1,921 +2%
WFPG
53
Waller Financial Planning Group
Ohio
$4.77M +$23.5K +407 +0.5%
MAM
54
Marotta Asset Management
Virginia
$4.73M -$19.9K -345 -0.4%
FFG
55
Ford Financial Group
California
$4.72M +$4.72M +81,687 New
WP
56
WealthShield Partners
North Carolina
$4.62M +$10.1K +175 +0.2%
KOC
57
Koss-Olinger Consulting
Florida
$4.54M +$57.2K +989 +1%
PWMG
58
Prestige Wealth Management Group
New Jersey
$4.49M +$32.2K +556 +0.7%
V
59
Veritable
Delaware
$4.4M -$349K -6,040 -7%
SFG
60
Sage Financial Group
Pennsylvania
$4.37M +$42.4K +733 +1%
RFA
61
RTD Financial Advisors
Pennsylvania
$4.36M -$258K -4,454 -6%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$3.97M +$2.85M +49,356 +255%
GIA
63
Gladstone Institutional Advisory
Florida
$3.8M -$574K -9,929 -13%
SEIA
64
Signature Estate & Investment Advisors
California
$3.68M +$31.4K +543 +0.9%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$3.67M -$45.4K -786 -1%
Bank of America
66
Bank of America
North Carolina
$3.64M -$88.3K -1,528 -2%
AWA
67
ARQ Wealth Advisors
Arizona
$3.46M -$13.1K -227 -0.4%
SAF
68
Smith Anglin Financial
Texas
$3.31M +$25.7K +445 +0.8%
IWP
69
IAG Wealth Partners
Wisconsin
$3.3M +$231K +3,998 +8%
Goldman Sachs
70
Goldman Sachs
New York
$3.26M +$719K +12,433 +28%
FWM
71
Foresight Wealth Management
Utah
$3.16M -$125K -2,170 -4%
UBS Group
72
UBS Group
Switzerland
$3.14M +$1.02M +17,606 +48%
WWM
73
Windsor Wealth Management
Indiana
$3.07M -$29.8K -503 -1%
AFS
74
Annapolis Financial Services
Maryland
$3.03M -$19.9K -344 -0.7%
IA
75
IFP Advisors
Florida
$3.03M -$678K -8,908 -18%