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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 %
CG
126
Colony Group
Massachusetts
$481K
RT
127
Rockland Trust
Massachusetts
$471K -$157K -2,834 -25%
CA
128
Centerpoint Advisors
Massachusetts
$468K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$450K +$45.7K +823 +11%
JIC
130
Johnson Investment Counsel
Ohio
$443K
Truist Financial
131
Truist Financial
North Carolina
$440K +$133K +2,401 +43%
GVAG
132
Great Valley Advisor Group
Delaware
$407K +$110K +1,973 +37%
Principal Financial Group
133
Principal Financial Group
Iowa
$399K -$5.55K -100 -1%
NFG
134
Next Financial Group
Texas
$371K +$369K +6,643 +15,449%
EFG
135
Everhart Financial Group
Ohio
$348K +$348K +6,281 New
JCIA
136
Jackson Creek Investment Advisors
Colorado
$344K -$7.93K -143 -2%
CFGS
137
Concourse Financial Group Securities
Alabama
$340K +$81.8K +1,473 +32%
CWS
138
Cypress Wealth Services
California
$338K +$338K +6,094 New
KFP
139
KMG Fiduciary Partners
Ohio
$333K -$12.4K -224 -4%
BWA
140
Burt Wealth Advisors
Maryland
$325K -$19.3K -348 -6%
US Bancorp
141
US Bancorp
Minnesota
$321K +$320K +5,768 +28,840%
LA
142
LexAurum Advisors
Kansas
$320K -$222 -4 -0.1%
Brown Advisory
143
Brown Advisory
Maryland
$316K
PCIA
144
Prime Capital Investment Advisors
Kansas
$287K +$8.98K +162 +3%
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$282K +$4.71K +85 +2%
TIM
146
Thompson Investment Management
Wisconsin
$280K -$12.9K -233 -4%
IAIM
147
International Assets Investment Management
Florida
$279K +$1.05K +19 +0.4%
WFA
148
Wipfli Financial Advisors
Wisconsin
$279K +$279K +5,026 New
SFP
149
Sterling Financial Planning
New Jersey
$277K +$277K +5,000 New
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$269K -$41K -737 -13%