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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 %
OPA
301
Old Port Advisors
Maine
$288K -$1.53K -36 -0.5%
KAS
302
Kestra Advisory Services
Texas
$286K -$11.6K -272 -4%
PA
303
PFG Advisors
Arizona
$285K +$1.28K +30 +0.4%
IFPG
304
Intrepid Financial Planning Group
Indiana
$283K -$2.85K -67 -1%
EA
305
Eclectic Associates
California
$274K +$170 +4 +0.1%
CAM
306
Cresset Asset Management
Illinois
$274K +$274K +6,441 New
PCA
307
Personal Capital Advisors
California
$271K -$10.2K -241 -4%
CF
308
Centaurus Financial
California
$267K +$7.57K +178 +3%
KFS
309
Kelly Financial Services
Massachusetts
$266K +$84.3K +1,984 +46%
BFA
310
Bill Few Associates
Pennsylvania
$260K +$260K +6,108 New
BP
311
Ballentine Partners
Massachusetts
$259K +$259K +6,087 New
HWA
312
Heartwood Wealth Advisors
Virginia
$258K +$258K +6,071 New
HI
313
Harbour Investments
Wisconsin
$257K +$24.7K +582 +11%
SBH
314
Segall Bryant & Hamill
Illinois
$257K -$20.8K -490 -7%
IWN
315
Independent Wealth Network
Iowa
$256K +$467 +11 +0.2%
SFP
316
Strategic Financial Planning
Texas
$254K +$10.7K +252 +4%
LWMNY
317
Landmark Wealth Management (New York)
New York
$254K -$5.94K -140 -2%
ES
318
ETF Store
Kansas
$251K -$52K -1,124 -17%
HIIFS
319
Harel Insurance Investments & Financial Services
Israel
$248K
CI
320
CX Institutional
Indiana
$248K -$384K -9,024 -61%
TP
321
Tranquility Partners
Tennessee
$245K +$245K +5,759 New
EIA
322
Eldridge Investment Advisors
New Hampshire
$244K
TFP
323
Tilia Fiduciary Partners
North Carolina
$244K +$3.4K +80 +1%
OWA
324
Octavia Wealth Advisors
Ohio
$241K +$241K +5,668 New
PCIA
325
Prime Capital Investment Advisors
Kansas
$239K +$239K +5,621 New