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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 %
AA
176
Ancora Advisors
Ohio
$33K
BW
177
Bison Wealth
Georgia
$33K
JGIA
178
Jackson Grant Investment Advisers
Connecticut
$32K +$111 +2 +0.3%
BA
179
Ballast Advisors
Minnesota
$29K
VFA
180
Valeo Financial Advisors
Indiana
$26K -$781 -14 -3%
HFA
181
Hoover Financial Advisors
Pennsylvania
$26K +$60 +1 +0.2%
SIM
182
Sonora Investment Management
Arizona
$26K +$26K +470 New
AIM
183
Arcadia Investment Management
Michigan
$25K -$29.8K -536 -54%
PGAM
184
Princeton Global Asset Management
New Jersey
$25K +$109 +2 +0.4%
RWA
185
Ropes Wealth Advisors
Massachusetts
$25K +$25K +450 New
CWM
186
Curi Wealth Management
North Carolina
$22K +$22K +401 New
ASN
187
Advisory Services Network
Georgia
$21K +$21K +376 New
Citigroup
188
Citigroup
New York
$17K
FRA
189
Front Row Advisors
California
$17K
SFS
190
Sowell Financial Services
Arkansas
$14K
MCM
191
Manchester Capital Management
Vermont
$13K
AssetMark Inc
192
AssetMark Inc
California
$12K -$33.7K -620 -74%
JWBC
193
John W. Brooker & Co
California
$12K
JPLA
194
Joseph P. Lucia & Associates
New York
$12K +$12K +220 New
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$11K
GI
196
Gradient Investments
Minnesota
$8K
QCG
197
Quadrant Capital Group
Ohio
$6K
FFW
198
Fusion Family Wealth
New York
$6K
CMA
199
Cedar Mountain Advisors
Oregon
$5K
IF
200
Ironwood Financial
Arizona
$3K