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SPDR S&P 400 Mid Cap Value ETF

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
201
Strategic Financial Concepts
Texas
$453K +$453K +5,964 New
PMG
202
ProVise Management Group
Florida
$453K
CGA
203
Crescent Grove Advisors
Illinois
$446K
JGCM
204
Joseph Group Capital Management
Ohio
$441K -$29.3K -385 -6%
NA
205
NewEdge Advisors
Louisiana
$441K -$323K -4,255 -42%
CWM
206
CCG Wealth Management
California
$438K +$32.6K +429 +8%
SM
207
Sensible Money
Arizona
$437K
AR
208
Apeiron RIA
Texas
$433K -$29.8K -392 -6%
MF
209
Meridian Financial
Massachusetts
$430K
SG
210
Sharper & Granite
California
$427K +$31.5K +425 +8%
BWA
211
Burt Wealth Advisors
Maryland
$418K +$43.9K +577 +12%
IA
212
Insight Advisors
Pennsylvania
$414K -$29.9K -393 -7%
DP
213
Denver PWM
Colorado
$394K +$394K +4,613 New
SCA
214
STALEY CAPITAL ADVISERS
Pennsylvania
$388K
NAM
215
NorthCrest Asset Manangement
Minnesota
$388K +$388K +5,108 New
CCM
216
Condor Capital Management
New Jersey
$381K -$55.7K -733 -13%
WP
217
WealthPLAN Partners
Nebraska
$372K +$163K +2,139 +78%
KFP
218
KMG Fiduciary Partners
Ohio
$368K
AAS
219
Ameritas Advisory Services
Nebraska
$362K -$10.4K -144 -3%
FAIM
220
Financial Advocates Investment Management
Washington
$357K +$17.1K +225 +5%
BOSSRA
221
B.O.S.S. Retirement Advisors
Utah
$357K -$7.04K -96 -2%
FPCP
222
Fort Point Capital Partners
California
$357K -$7.3K -96 -2%
MYIA
223
Mount Yale Investment Advisors
Colorado
$347K +$347K +4,569 New
JWCA
224
J.W. Cole Advisors
Florida
$347K +$10.4K +137 +3%
BCI
225
Brinker Capital Investments
Pennsylvania
$344K -$41.8M -550,151 -99%