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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 %
NAM
151
NTV Asset Management
West Virginia
$389K +$46.3K +800 +14%
EFG
152
Everhart Financial Group
Ohio
$384K +$17.9K +310 +5%
LA
153
LexAurum Advisors
Kansas
$381K
MWA
154
Motive Wealth Advisors
Michigan
$374K +$108K +1,865 +40%
MML Investors Services
155
MML Investors Services
Massachusetts
$372K +$7.75K +134 +2%
PAS
156
Park Avenue Securities
New York
$361K +$79.4K +1,374 +28%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$359K -$30.3K -524 -8%
SG
158
StoneX Group
New York
$344K +$3.12K +54 +0.9%
MF
159
Meridian Financial
Massachusetts
$339K +$2.89K +50 +0.9%
AC
160
Avant Capital
Louisiana
$331K +$1.33K +23 +0.4%
BTWM
161
Baker Tilly Wealth Management
Wisconsin
$331K +$51.4K +887 +18%
JPMorgan Chase & Co
162
JPMorgan Chase & Co
New York
$326K
SOS
163
Silver Oak Securities
Tennessee
$321K +$321K +4,954 New
1WM
164
1900 Wealth Management
Texas
$321K -$207K -3,577 -39%
NA
165
NewEdge Advisors
Louisiana
$319K +$4.63K +80 +1%
CGA
166
Crescent Grove Advisors
Illinois
$313K +$313K +5,419 New
MSAM
167
Moloney Securities Asset Management
Missouri
$312K -$7.87K -136 -2%
BWA
168
Burt Wealth Advisors
Maryland
$304K
IA
169
Insight Advisors
Pennsylvania
$300K -$65.9K -1,141 -18%
GRP
170
Global Retirement Partners
California
$297K +$7.35K +114 +3%
BWFA
171
Baltimore-Washington Financial Advisors
Maryland
$295K -$1.85K -32 -0.6%
SFP
172
Sterling Financial Planning
New Jersey
$294K -$1.91K -33 -0.6%
RWM
173
Rockwood Wealth Management
Pennsylvania
$293K +$694 +12 +0.2%
PTC
174
Private Trust Company
Ohio
$291K +$88.7K +1,537 +44%
SCA
175
STALEY CAPITAL ADVISERS
Pennsylvania
$289K +$9.55K +165 +3%