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SPDR Portfolio S&P 400 Mid Cap ETF

434 hedge funds and large institutions have $5.04B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 139 reducing their positions, and 38 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
6.95%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.54%
New
54
Increased
189
Reduced
139
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
276
Sovereign Financial Group
Connecticut
$431K -$2.72K -62 -0.6%
BG
277
Benedetti & Gucer
Georgia
$422K -$14.2K -324 -3%
SIC
278
Sterling Investment Counsel
New York
$421K +$14.4K +327 +4%
AWM
279
Avior Wealth Management
Nebraska
$421K -$5.98K -136 -1%
CIAS
280
CFS Investment Advisory Services
New Jersey
$421K -$178K -4,049 -30%
AWA
281
Arkadios Wealth Advisors
Georgia
$419K
CGFA
282
Colton Groome Financial Advisors
North Carolina
$409K +$41.7K +949 +11%
DI
283
DFPG Investments
Utah
$406K +$406K +9,233 New
RCA
284
Ranch Capital Advisors
Florida
$402K +$67.2K +1,530 +20%
DI
285
Diligent Investors
California
$390K
CIA
286
Compass Ion Advisors
Pennsylvania
$389K +$1.49K +34 +0.4%
OCM
287
Orion Capital Management
California
$383K
EIA
288
Eldridge Investment Advisors
New Hampshire
$380K +$128K +2,900 +51%
VBFP
289
Valtinson Bruner Financial Planning
Minnesota
$377K -$17.8K -406 -5%
JPMPWA
290
J.P. Morgan Private Wealth Advisors
California
$376K -$47.4K -1,078 -11%
BFM
291
Boston Financial Management
Massachusetts
$373K
Chevy Chase Trust
292
Chevy Chase Trust
Maryland
$371K
WOSD
293
WFA of San Diego
California
$371K -$70.7K -1,609 -16%
CA
294
Continuum Advisory
Idaho
$371K -$35.4K -806 -9%
CCM
295
Crew Capital Management
Ohio
$363K -$6.42K -146 -2%
WPC
296
White Pine Capital
Minnesota
$352K
GA
297
Goldstein Advisors
Wisconsin
$349K +$21.8K +496 +7%
KFS
298
Kelly Financial Services
Massachusetts
$347K +$72.4K +1,647 +26%
PAG
299
Paladin Advisory Group
Iowa
$347K +$347K +7,902 New
KCPG
300
Kavar Capital Partners Group
Kansas
$344K -$4.92K -112 -1%