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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 %
CIA
276
Compass Ion Advisors
Pennsylvania
$375K +$1.49K +35 +0.4%
OCM
277
Orion Capital Management
California
$370K -$6.38K -150 -2%
ACM
278
Altrius Capital Management
North Carolina
$366K -$113K -2,650 -24%
BFM
279
Boston Financial Management
Massachusetts
$361K +$140K +3,295 +63%
Chevy Chase Trust
280
Chevy Chase Trust
Maryland
$359K -$97.8K -2,302 -21%
CCM
281
Crew Capital Management
Ohio
$357K +$20.9K +491 +6%
CGFA
282
Colton Groome Financial Advisors
North Carolina
$355K +$355K +8,352 New
RJT
283
Raymond James Trust
Florida
$353K +$353K +8,299 New
WPC
284
White Pine Capital
Minnesota
$340K
KCPG
285
Kavar Capital Partners Group
Kansas
$338K +$338K +7,944 New
LFAS
286
Level Four Advisory Services
Texas
$330K -$6.38K -150 -2%
EW
287
Evoke Wealth
California
$328K
PTC
288
Private Trust Company
Ohio
$324K +$72.9K +1,716 +29%
RCA
289
Ranch Capital Advisors
Florida
$323K -$4.8K -113 -1%
ASN
290
Advisory Services Network
Georgia
$322K -$7.23K -170 -2%
SS
291
Simplicity Solutions
Minnesota
$319K -$126K -2,959 -28%
GA
292
Goldstein Advisors
Wisconsin
$317K +$317K +7,449 New
GWAG
293
Garrett Wealth Advisory Group
Texas
$312K -$12.4K -292 -4%
MPW
294
MGO Private Wealth
California
$307K -$552 -13 -0.2%
APW
295
Austin Private Wealth
Texas
$306K +$306K +7,201 New
AC
296
Apella Capital
Connecticut
$302K -$34.3K -808 -10%
BW
297
Bison Wealth
Georgia
$301K -$816 -18 -0.3%
SIA
298
Strategic Investment Advisors
Michigan
$299K +$299K +7,036 New
HFS
299
Horizon Financial Services
North Carolina
$293K +$19.6K +460 +7%
SPA
300
Sentinel Pension Advisors
Massachusetts
$293K +$1.06K +25 +0.4%