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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.

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 %
FWP
376
FAS Wealth Partners
Kansas
$32.9K
WAS
377
Winch Advisory Services
Wisconsin
$26K +$85 +2 +0.3%
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$22.7K
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$22.6K
MHR
380
Matthew Hamilton Rosenberg
$21.9K
BHWM
381
Bay Harbor Wealth Management
Maryland
$21K +$173 +4 +0.8%
BWM
382
BerganKDV Wealth Management
Minnesota
$20.5K
PNC Financial Services Group
383
PNC Financial Services Group
Pennsylvania
$20K
HWMA
384
Heritage Wealth Management (Arizona)
Arizona
$19.4K +$9.69K +228 +100%
AF
385
Advisornet Financial
Minnesota
$18.1K
BCWM
386
Bartlett & Co Wealth Management
Ohio
$18K
BC
387
Bartlett & Co
Ohio
$18K
TFS
388
TrustCore Financial Services
Tennessee
$17K
GJIA
389
Glass Jacobson Investment Advisors
Maryland
$16.4K +$16.4K +385 New
SWA
390
Sutton Wealth Advisors
Florida
$15.8K
PIMG
391
Patriot Investment Management Group
Tennessee
$15.3K +$15.3K +333 New
FWA
392
Freedom Wealth Alliance
Wisconsin
$14.5K +$14.5K +341 New
SC
393
SouthState Corp
Florida
$14K
TF
394
TimeScale Financial
Massachusetts
$13.7K +$39 +1 +0.3%
CA
395
Corrado Advisors
New Jersey
$13.4K +$13.4K +315 New
BWM
396
Baystate Wealth Management
Massachusetts
$13K +$13K +315 New
AA
397
Addison Advisors
Vermont
$12.8K
AWM
398
Accurate Wealth Management
Florida
$11.3K +$11.3K +257 New
AA
399
Ancora Advisors
Ohio
$11K
SWM
400
Spire Wealth Management
Virginia
$11K +$8.13K +187 +283%