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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$262M +$258M +4,654,646 +7,014%
Osaic Holdings
2
Osaic Holdings
Arizona
$150M +$136M +2,452,481 +993%
CCMG
3
Clark Capital Management Group
Pennsylvania
$83.8M +$80.2M +1,445,902 +2,239%
Financial Engines Advisors
4
Financial Engines Advisors
California
$75.4M -$8.43M -151,968 -10%
NP
5
NorthRock Partners
Minnesota
$53.3M +$125K +2,246 +0.2%
Stifel Financial
6
Stifel Financial
Missouri
$45.8M -$36M -648,055 -44%
AA
7
Alesco Advisors
New York
$36.1M +$1.21M +21,837 +3%
TC
8
TownSquare Capital
Utah
$34.2M +$1.02M +18,378 +3%
FWP
9
FAS Wealth Partners
Kansas
$34.2M -$998K -17,975 -3%
LPL Financial
10
LPL Financial
California
$31.4M +$19.2M +346,377 +158%
OPS
11
Orion Portfolio Solutions
Nebraska
$31.3M +$31.3M +563,229 New
ML
12
McAdam LLC
Pennsylvania
$21.2M -$1.63M -28,217 -7%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$20.8M -$15.4M -277,328 -43%
LFS
14
Lutz Financial Services
Nebraska
$20.7M +$2.08M +37,505 +11%
FPF
15
First Pacific Financial
Washington
$19.1M -$599K -10,793 -3%
TF
16
TIAA FSB
Florida
$18.9M -$786K -14,162 -4%
KA
17
Klingman & Associates
New York
$18.2M -$54.2K -977 -0.3%
FIM
18
Freedom Investment Management
Connecticut
$13.6M +$10.4M +187,491 +324%
GIA
19
GHP Investment Advisors
Colorado
$13M +$289K +5,203 +2%
CIM
20
Confluence Investment Management
Missouri
$12.9M -$9.09M -163,821 -41%
MWM
21
Merriman Wealth Management
Washington
$12.9M -$1.08M -19,548 -8%
HighTower Advisors
22
HighTower Advisors
Illinois
$11.9M +$10M +181,306 +542%
WIA
23
World Investment Advisors
California
$11.4M +$11.4M +186,439 New
SFM
24
Signet Financial Management
New Jersey
$10.9M +$260K +4,689 +2%
KW
25
KWB Wealth
California
$10.4M +$10.4M +186,871 New