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SPDR S&P 400 Mid Cap Value ETF

109 hedge funds and large institutions have $162M invested in SPDR S&P 400 Mid Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+24
Holders Change %
+28.24%
% of All Funds
2.48%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
34
Increased
38
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KF
1
Krilogy Financial
Missouri
$18.5M +$829K +16,124 +5%
AA
2
Advisory Alpha
Michigan
$14.5M +$12.4M +238,444 +610%
AIA
3
Allegis Investment Advisors
Idaho
$12.5M +$12.5M +243,550 New
MWA
4
MFA Wealth Advisors
Pennsylvania
$6.87M +$6.87M +131,812 New
UBS Group
5
UBS Group
Switzerland
$6.34M +$2.91M +56,550 +85%
RJA
6
Raymond James & Associates
Florida
$6.06M +$255K +4,964 +4%
FWP
7
FAS Wealth Partners
Kansas
$5.72M +$227K +4,406 +4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$5.4M +$1.68M +32,604 +45%
ML
9
McAdam LLC
Pennsylvania
$4.65M
HA
10
Harborview Advisors
Maine
$4.47M +$4.47M +86,942 New
SEIA
11
Signature Estate & Investment Advisors
California
$4.27M +$68.6K +1,334 +2%
Bank of America
12
Bank of America
North Carolina
$3.85M +$147K +2,850 +4%
OA
13
Opes Advisors
California
$3.55M +$293K +5,706 +9%
SAM
14
Stringer Asset Management
Tennessee
$3.2M +$3.2M +62,156 New
TW
15
Transform Wealth
Colorado
$3.11M +$173K +3,368 +6%
FNT
16
First National Trust
Pennsylvania
$3.04M +$1.65M +32,036 +118%
Morgan Stanley
17
Morgan Stanley
New York
$3.04M -$85.5K -1,662 -3%
GIA
18
GHP Investment Advisors
Colorado
$2.98M +$159K +3,090 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.77M +$69.9K +1,360 +3%
AP
20
Appleton Partners
Massachusetts
$2.71M -$529K -10,296 -16%
APP
21
Avantax Planning Partners
Iowa
$2.6M -$111K -2,154 -4%
Axa
22
Axa
France
$2.38M
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.28M -$1.37M -26,674 -38%
SDWMA
24
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.27M +$3.19K +62 +0.1%
ADL
25
Asset Dedication LLC
California
$2.26M +$123K +2,404 +6%