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SPDR Portfolio S&P 400 Mid Cap ETF

428 hedge funds and large institutions have $6.42B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.91%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.52%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
226
Lincoln National Corp
Pennsylvania
$611K +$611K +14,384 New
OMC
227
Old Mission Capital
Illinois
$609K +$609K +14,334 New
CWM
228
Congress Wealth Management
Massachusetts
$592K -$42.2K -992 -7%
CAG
229
Csenge Advisory Group
Florida
$590K +$6.8K +160 +1%
CIAS
230
CFS Investment Advisory Services
New Jersey
$579K -$24.8M -582,351 -98%
FIM
231
Fernwood Investment Management
Massachusetts
$560K -$15.1K -355 -3%
TA
232
TKG Advisors
Indiana
$559K +$54.3K +1,278 +11%
NFP
233
Narus Financial Partners
Utah
$557K -$7.61K -179 -1%
ISWM
234
Independent Solutions Wealth Management
New York
$554K -$44.3K -1,042 -7%
RCM
235
Raleigh Capital Management
North Carolina
$552K -$42 -1 -0%
RSA
236
River Street Advisors
Illinois
$546K +$546K +12,856 New
SAS
237
SMI Advisory Services
Indiana
$544K
SCP
238
Stevens Capital Partners
Nebraska
$544K +$544K +12,794 New
SMA
239
Sage Mountain Advisors
Georgia
$537K -$108K -2,536 -17%
SMC
240
Smith, Moore & Co
Missouri
$531K -$15.3K -360 -3%
T
241
TRUADVICE
Florida
$529K -$43.3K -959 -8%
LWM
242
Laidlaw Wealth Management
New York
$521K -$60.6K -1,426 -10%
PP
243
Pegasus Partners
Wisconsin
$505K +$199K +4,676 +65%
EFL
244
ERn Financial LLC
Wisconsin
$504K +$88.3K +2,077 +21%
CB
245
Commerce Bank
Missouri
$503K
FWP
246
Falcon Wealth Planning
California
$492K
IAG
247
Investmark Advisory Group
Connecticut
$492K +$492K +11,568 New
FPW
248
Flagship Private Wealth
Massachusetts
$490K -$29.3K -689 -6%
CCM
249
Coldstream Capital Management
Washington
$463K +$463K +10,904 New
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$459K -$18.7K -440 -4%