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SPDR Portfolio S&P 400 Mid Cap ETF

279 hedge funds and large institutions have $2.73B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+47
Holders Change %
+20.26%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
65
Increased
96
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$126K +$34.6K +856 +38%
TRCT
227
Tower Research Capital (TRC)
New York
$120K -$4.91M -121,221 -98%
AWM
228
Accel Wealth Management
Iowa
$106K +$106K +2,635 New
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$99K +$99K +2,439 New
DWMG
230
DB Wealth Management Group
California
$78K +$78K +1,923 New
PWM
231
Perigon Wealth Management
California
$72K +$72K +1,771 New
Bessemer Group
232
Bessemer Group
New Jersey
$70K
OSNBOA
233
Old Second National Bank of Aurora
Illinois
$59K +$2.97K +74 +5%
ICP
234
Interchange Capital Partners
Pennsylvania
$59K +$59K +1,468 New
SPIA
235
Steward Partners Investment Advisory
New York
$58K -$806 -20 -1%
William Blair & Company
236
William Blair & Company
Illinois
$51K +$3.85K +96 +8%
RIM
237
Rockbridge Investment Management
New York
$50K -$4.6K -115 -8%
JWA
238
JFS Wealth Advisors
Pennsylvania
$50K +$1.34K +33 +3%
EP
239
Eudaimonia Partners
Tennessee
$35K +$35K +869 New
BC
240
Barnett & Company
Tennessee
$34K
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$32K
FWP
242
FAS Wealth Partners
Kansas
$31K -$4.53K -113 -13%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$30K
FA
244
Faithward Advisors
Pennsylvania
$26K +$82 +2 +0.3%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$25K -$154K -3,830 -86%
CWA
246
Carolina Wealth Advisors
South Carolina
$23K
FPCG
247
Fort Pitt Capital Group
Pennsylvania
$23K +$23K +570 New
Citigroup
248
Citigroup
New York
$20K +$6.77K +169 +51%
IHWM
249
Iron Horse Wealth Management
Iowa
$20K +$20K +505 New
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$19K