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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 %
FFN
76
Focus Financial Network
Minnesota
$749K +$749K +14,865 New
TRCT
77
Tower Research Capital (TRC)
New York
$726K +$726K +14,405 New
CWS
78
Cypress Wealth Services
California
$718K -$2.97K -59 -0.4%
SCM
79
Southport Capital Management
Tennessee
$670K +$670K +13,292 New
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$624K +$624K +12,394 New
Stifel Financial
81
Stifel Financial
Missouri
$618K -$7.91K -155 -1%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$614K +$614K +12,186 New
AP
83
Appleton Partners
Massachusetts
$613K -$93.4K -1,853 -13%
CG
84
Colony Group
Massachusetts
$570K -$77.3K -1,534 -12%
OAM
85
Occidental Asset Management
California
$564K -$352 -7 -0.1%
GWA
86
Guidant Wealth Advisors
Illinois
$542K +$113K +2,235 +26%
JIC
87
Johnson Investment Counsel
Ohio
$532K
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$465K +$465K +9,234 New
BWA
89
Burt Wealth Advisors
Maryland
$461K -$676K -13,412 -59%
SFSIG
90
San Francisco Sentry Investment Group
California
$461K -$18.5K -367 -4%
GWM
91
Geneos Wealth Management
Colorado
$453K +$61.7K +1,227 +16%
PWM
92
Paulson Wealth Management
Illinois
$410K -$772K -15,332 -65%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$371K -$11K -218 -3%
3C
94
361 Capital
Colorado
$352K +$32.3K +641 +10%
Principal Financial Group
95
Principal Financial Group
Iowa
$327K -$24.9K -494 -7%
TPW
96
Tiller Private Wealth
Pennsylvania
$324K -$8.81K -175 -3%
HSA
97
HBK Sorce Advisory
Pennsylvania
$321K
AWA
98
Acorn Wealth Advisors
Michigan
$311K +$11.6K +221 +4%
BCM
99
Breiter Capital Management
Florida
$310K +$310K +3,112 New
FVWA
100
Foster Victor Wealth Advisors
South Carolina
$285K -$64.3K -1,276 -18%