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State Street SPDR Portfolio S&P 400 Mid Cap ETF

375 hedge funds and large institutions have $3.83B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 139 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 139

0.87% less ownership

Funds ownership: 85.42%84.54% (-0.87%)

5% less funds holding

Funds holding: 394375 (-19)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

15% less capital invested

Capital invested by funds: $4.51B → $3.83B (-$679M)

25% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 51

Holders
375
Holders Change
-19
Holders Change %
-4.82%
% of All Funds
6.32%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.44%
New
38
Increased
153
Reduced
139
Closed
51
Calls
$159K
Puts
Net Calls
+$159K
Net Calls Change
+$159K
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
301
Kelly Financial Services
Massachusetts
$152K +$45K +1,037 +37%
CAAS
302
Capital Asset Advisory Services
Michigan
$142K -$70.9K -1,635 -31%
FRA
303
Front Row Advisors
California
$138K -$3.12K -72 -2%
NC
304
NewSquare Capital
Pennsylvania
$115K
WTC
305
WhitTier Trust Company
Nevada
$100K +$110K +2,530 New
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$89K +$60.4K +1,393 +162%
CCA
307
Column Capital Advisors
Indiana
$88K -$12K -276 -11%
OSNBOA
308
Old Second National Bank of Aurora
Illinois
$87K +$27.4K +631 +40%
GFPC
309
Global Financial Private Client
Florida
$84.8K +$68.4K +1,578 +297%
US Bancorp
310
US Bancorp
Minnesota
$84K +$8.29K +191 +10%
SSB
311
Sandy Spring Bank
Maryland
$83K +$22.3K +515 +32%
William Blair & Company
312
William Blair & Company
Illinois
$81K +$1.56K +36 +2%
CP
313
Castleview Partners
Texas
$80.8K +$12.4K +286 +19%
DWMG
314
DB Wealth Management Group
California
$80K +$737 +17 +0.9%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$78K -$19.9K -459 -19%
PFA
316
Professional Financial Advisors
Nebraska
$78K +$44.5K +1,026 +108%
BMD
317
Better Money Decisions
New Mexico
$74K +$80.9K +1,866 New
JWA
318
JFS Wealth Advisors
Pennsylvania
$67K +$19.5K +449 +36%
VVP
319
Venture Visionary Partners
Ohio
$66K +$72.2K +1,664 New
SPIA
320
Steward Partners Investment Advisory
New York
$59K -$1.22K -28 -2%
SPWM
321
Spartan Planning & Wealth Management
North Carolina
$56K -$87.8K -2,023 -59%
BHWM
322
Bay Harbor Wealth Management
Maryland
$47K -$22.6K -522 -31%
RIM
323
Rockbridge Investment Management
New York
$42.9K
TFA
324
Transamerica Financial Advisors
Florida
$35K +$37.7K +868 New
FWP
325
FAS Wealth Partners
Kansas
$31K