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SPDR Portfolio S&P 400 Mid Cap ETF

251 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+33
Holders Change %
+15.14%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
53
Increased
106
Reduced
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
226
Faithward Advisors
Pennsylvania
$34K +$34K +931 New
NFG
227
Next Financial Group
Texas
$33K +$33K +900 New
CWA
228
Carolina Wealth Advisors
South Carolina
$33K +$33K +910 New
PA
229
Procyon Advisors
Connecticut
$32K +$32K +880 New
JWA
230
JFS Wealth Advisors
Pennsylvania
$30K +$2.17K +60 +8%
FHA
231
Flagship Harbor Advisors
Massachusetts
$29K +$14.8K +402 +104%
FANJ
232
Financial Architects (New Jersey)
New Jersey
$28K
BC
233
Barnett & Company
Tennessee
$27K -$979 -27 -3%
Deutsche Bank
234
Deutsche Bank
Germany
$22K +$22K +616 New
HWM
235
Howard Wealth Management
Connecticut
$21K +$21K +591 New
SWA
236
Sutton Wealth Advisors
Florida
$13.5K
RCA
237
Rowland Carmichael Advisors
Arizona
$13K +$8.14K +231 +167%
EWM
238
EPG Wealth Management
Georgia
$13K +$13K +371 New
TCWM
239
Total Clarity Wealth Management
Illinois
$12K +$12K +327 New
CFD
240
Creative Financial Designs
Indiana
$11K +$11K +300 New
BlackRock
241
BlackRock
New York
$10K +$3.26K +94 +48%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$8K -$20.6K -556 -72%
S
243
SignatureFD
Georgia
$7K -$5.42K -141 -44%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$6K -$10.2K -289 -63%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$4K
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$4K +$4K +112 New
SIS
247
Sound Income Strategies
Florida
$3K
FGAM
248
Financial Gravity Asset Management
Texas
$3K +$3K +80 New
LFG
249
Larson Financial Group
Missouri
$1K +$480 +12 +92%
OPS
250
Orion Portfolio Solutions
Nebraska
$1K +$1K +21 New