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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 Market Value Shares Shares
Change
Shares
Change %
CWC
376
Carolinas Wealth Consulting
North Carolina
$65.4K 1,489 -39 -3%
WP
377
WealthShield Partners
North Carolina
$64.2K 1,462 +1,462 New
CP
378
Castleview Partners
Texas
$63.8K 1,451 +1 +0.1%
AF
379
Advisornet Financial
Minnesota
$62.7K 1,428 +1,003 +236%
AIA
380
Armor Investment Advisors
North Carolina
$54.5K 1,240 +1,240 New
WT
381
Whittier Trust
California
$44.6K 1,015
CWA
382
Carolina Wealth Advisors
South Carolina
$38.2K 870
RAM
383
Riggs Asset Management
Pennsylvania
$38.1K 867 +867 New
WIM
384
Westside Investment Management
California
$36.3K 827
FWP
385
FAS Wealth Partners
Kansas
$34K 773
HS
386
Horan Securities
United States
$28.9K 658 +428 +186%
WAS
387
Winch Advisory Services
Wisconsin
$27K 615 +3 +0.5%
Simplex Trading
388
Simplex Trading
Illinois
$27K 616 +616 New
SWM
389
Spire Wealth Management
Virginia
$24.8K 564 +311 +123%
CTC
390
Central Trust Company
Missouri
$24.3K 554 +554 New
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$23.4K 533
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$23.4K 532
MHR
393
Matthew Hamilton Rosenberg
$22.6K 515
BWM
394
BerganKDV Wealth Management
Minnesota
$21.2K 482
ACA
395
Aptus Capital Advisors
Alabama
$21K 479 -42,673 -99%
CIA
396
Cape Investment Advisory
Georgia
$20.9K 476 +476 New
PA
397
Parallel Advisors
California
$20.7K 472 +472 New
PNC Financial Services Group
398
PNC Financial Services Group
Pennsylvania
$20.7K 470
BC
399
Bartlett & Co
Ohio
$19K 424
BCWM
400
Bartlett & Co Wealth Management
Ohio
$18.6K 424