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SPDR Portfolio S&P 400 Mid Cap ETF

393 hedge funds and large institutions have $4.51B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+7
Holders Change %
+1.81%
% of All Funds
6.22%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
48
Increased
171
Reduced
123
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
301
Mattern Wealth Management
Kansas
$231K
Cetera Investment Advisers
302
Cetera Investment Advisers
Illinois
$230K -$139K -2,943 -38%
HIP
303
HUB Investment Partners
Texas
$229K -$18K -380 -7%
AAS
304
Avantax Advisory Services
Texas
$229K -$519 -11 -0.2%
MSAM
305
Moloney Securities Asset Management
Missouri
$229K +$236 +5 +0.1%
KCPG
306
Kavar Capital Partners Group
Kansas
$228K
CFD
307
Creative Financial Designs
Indiana
$223K +$8.44K +179 +4%
BFM
308
Boston Financial Management
Massachusetts
$220K
FAM
309
Formidable Asset Management
Ohio
$219K +$14.2K +300 +7%
Fidelity Investments
310
Fidelity Investments
Massachusetts
$219K +$46.2K +981 +27%
TA
311
TFG Advisers
Michigan
$217K +$12.3K +261 +6%
QTM
312
qPULA Trading Management
New York
$217K +$217K +4,600 New
5L
313
55I LLC
Massachusetts
$216K -$142K -3,006 -40%
SIC
314
Sterling Investment Counsel
New York
$209K +$209K +4,435 New
MOS
315
MGO One Seven
Ohio
$208K
FFA
316
Fragasso Financial Advisors
Pennsylvania
$204K +$6K +127 +3%
HF
317
HRT Financial
New York
$203K -$622K -13,228 -75%
CAM
318
Cresset Asset Management
Illinois
$202K
SWM
319
Spire Wealth Management
Virginia
$193K -$25.8K -546 -12%
LAS
320
Lloyd Advisory Services
Georgia
$180K +$22.1K +467 +14%
FRA
321
Front Row Advisors
California
$167K
SPWM
322
Spartan Planning & Wealth Management
North Carolina
$162K +$162K +3,442 New
NC
323
NewSquare Capital
Pennsylvania
$136K +$136K +2,893 New
KFS
324
Kelly Financial Services
Massachusetts
$131K +$3.44K +73 +3%
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$118K -$15.1K -321 -11%