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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 %
HIIFS
326
Harel Insurance Investments & Financial Services
Israel
$254K
EA
327
Eclectic Associates
California
$250K -$33.5K -762 -12%
OSNBOA
328
Old Second National Bank of Aurora
Illinois
$247K +$5.54K +126 +2%
SPC
329
Sigma Planning Corp
Michigan
$246K +$246K +5,606 New
IAA
330
Independent Advisor Alliance
North Carolina
$244K +$44 +1 +0%
LFA
331
Laraway Financial Advisors
Minnesota
$242K +$2.29K +52 +1%
US Bancorp
332
US Bancorp
Minnesota
$241K +$6.2K +141 +3%
TP
333
Tranquility Partners
Tennessee
$241K -$12.3K -279 -5%
JIC
334
Johnson Investment Counsel
Ohio
$241K +$44 +1 +0%
BAM
335
Belpointe Asset Management
Nevada
$240K -$5.93K -135 -2%
Fidelity Investments
336
Fidelity Investments
Massachusetts
$238K +$28.6K +652 +14%
RWPA
337
Richard W. Paul & Associates
Michigan
$237K +$1.1K +25 +0.5%
ICG
338
InterOcean Capital Group
Tennessee
$237K +$44 +1 +0%
ASN
339
Advisory Services Network
Georgia
$233K -$99.7K -2,268 -30%
GFPC
340
Global Financial Private Client
Florida
$232K +$12.7K +288 +6%
API
341
Advisor Partners II
California
$230K -$2.51K -57 -1%
Stifel Financial
342
Stifel Financial
Missouri
$226K +$226K +5,135 New
CAL
343
Capital Advisors Ltd
Ohio
$224K
TA
344
TFG Advisers
Michigan
$223K +$6.5K +148 +3%
HSA
345
HBK Sorce Advisory
Pennsylvania
$222K -$222K -5,048 -50%
HFS
346
Horizon Financial Services
North Carolina
$222K -$81K -1,844 -27%
Franklin Resources
347
Franklin Resources
California
$221K +$221K +5,021 New
CPRC
348
Consolidated Portfolio Review Corp
New York
$221K +$221K +5,020 New
MWM
349
Mattern Wealth Management
Kansas
$216K
JFG
350
JDM Financial Group
Texas
$213K -$20K -454 -9%