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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 %
SCA
151
STALEY CAPITAL ADVISERS
Pennsylvania
$265K
KAS
152
Kestra Advisory Services
Texas
$260K +$260K +4,690 New
MSAM
153
Moloney Securities Asset Management
Missouri
$255K +$255K +4,597 New
JFS
154
JD Financial Services
Pennsylvania
$255K +$255K +4,600 New
BWFA
155
Baltimore-Washington Financial Advisors
Maryland
$251K -$11.3K -203 -4%
AP
156
Appleton Partners
Massachusetts
$230K -$31.4K -565 -12%
CAN
157
Cetera Advisor Networks
California
$225K +$225K +4,063 New
SFSIG
158
San Francisco Sentry Investment Group
California
$214K +$778 +14 +0.4%
SDWMA
159
Schneider Downs Wealth Management Advisors
Pennsylvania
$214K +$214K +3,856 New
AWA
160
Acorn Wealth Advisors
Michigan
$213K +$213K +3,840 New
CAM
161
Concorde Asset Management
Michigan
$208K +$208K +3,753 New
IHWM
162
Iron Horse Wealth Management
Iowa
$194K +$194K +3,503 New
William Blair & Company
163
William Blair & Company
Illinois
$189K +$142K +2,550 +301%
AF
164
Advisornet Financial
Minnesota
$162K +$115K +2,079 +246%
AWA
165
Arkadios Wealth Advisors
Georgia
$103K +$71.4K +1,293 +226%
CAAS
166
Capital Asset Advisory Services
Michigan
$91K +$91K +1,648 New
APWA
167
Atlas Private Wealth Advisors
New Jersey
$79K
CFD
168
Creative Financial Designs
Indiana
$75K
CHA
169
Carmichael Hill & Associates
Maryland
$59K
TRCT
170
Tower Research Capital (TRC)
New York
$51K -$839K -15,036 -94%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$47K
DSC
172
Duncker Streett & Co
Missouri
$44K
CTFG
173
Capstone Triton Financial Group
Oklahoma
$40K +$40K +726 New
Fidelity Investments
174
Fidelity Investments
Massachusetts
$38K +$5.16K +92 +16%
SWM
175
Selective Wealth Management
Virginia
$37K -$9.63K -173 -21%