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SPDR S&P 400 Mid Cap Value ETF

208 hedge funds and large institutions have $1.35B invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
3.69%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
46
Increased
72
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
76
UBS Group
Switzerland
$1.94M +$182K +3,287 +10%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.84M -$214K -3,852 -10%
Mariner
78
Mariner
Kansas
$1.78M +$28.4K +512 +2%
AFAS
79
Acorn Financial Advisory Services
Virginia
$1.78M
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$1.77M +$96K +1,731 +6%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$1.72M
JWS
82
Juncture Wealth Strategies
Arizona
$1.67M +$94.3K +1,699 +6%
FFG
83
Fullen Financial Group
Ohio
$1.65M +$29.4K +529 +2%
Ameriprise
84
Ameriprise
Minnesota
$1.62M +$503K +9,060 +45%
LWM
85
Laidlaw Wealth Management
New York
$1.58M -$761K -13,709 -33%
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$1.51M -$178K -3,207 -11%
PFA
87
Pure Financial Advisors
California
$1.51M +$4.22K +76 +0.3%
KF
88
Krilogy Financial
Missouri
$1.49M -$91.8K -1,655 -6%
WA
89
Wambolt & Associates
Colorado
$1.46M -$50.8K -915 -3%
Goldman Sachs
90
Goldman Sachs
New York
$1.42M -$2.76M -49,766 -66%
Creative Planning
91
Creative Planning
Kansas
$1.39M +$45.9K +826 +3%
CMP
92
Courage Miller Partners
Virginia
$1.27M -$63.2K -1,140 -5%
VFA
93
Voya Financial Advisors
Connecticut
$1.22M +$1.22M +22,055 New
OAM
94
Occidental Asset Management
California
$1.14M +$219K +3,941 +24%
RFA
95
Reilly Financial Advisors
California
$1.13M -$17.4K -314 -2%
CFG
96
Cooper Financial Group
California
$1.09M +$46K +828 +4%
CIC
97
Carnegie Investment Counsel
Ohio
$1.02M -$59.8K -1,077 -6%
RJA
98
Raymond James & Associates
Florida
$925K +$664K +11,959 +254%
VWA
99
Visionary Wealth Advisors
Illinois
$910K -$523K -9,417 -36%
BEI
100
Benjamin Edwards Inc
Missouri
$901K -$698K -12,584 -44%