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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 %
MRCM
401
M&R Capital Management
New Jersey
$17.4K +$10.5K +240 +155%
SWA
402
Sutton Wealth Advisors
Florida
$16.3K
SC
403
SouthState Corp
Florida
$14.5K
AA
404
Addison Advisors
Vermont
$13.2K
NC
405
NewSquare Capital
Pennsylvania
$11.3K +$11.3K +258 New
AA
406
Ancora Advisors
Ohio
$11.2K
AAS
407
Ameritas Advisory Services
Nebraska
$11.2K +$11.2K +256 New
Commonwealth Equity Services
408
Commonwealth Equity Services
Massachusetts
$11.2K -$112 -2,557 -1%
IGWM
409
ICA Group Wealth Management
Colorado
$10.6K +$9.71K +221 +1,105%
SIS
410
Sound Income Strategies
Florida
$9.81K +$9.81K +223 New
NECFA
411
New England Capital Financial Advisors
Connecticut
$9.22K +$44 +1 +0.5%
LF
412
Lee Financial
Texas
$8.43K -$1.89K -43 -18%
S
413
SignatureFD
Georgia
$8.42K +$44 +1 +0.5%
GTAM
414
Global Trust Asset Management
Florida
$8.31K
ACA
415
Atlas Capital Advisors
Wyoming
$6.94K
BA
416
Bellwether Advisors
Nebraska
$6.63K
First Manhattan
417
First Manhattan
New York
$6.46K
Deutsche Bank
418
Deutsche Bank
Germany
$5.8K
LC
419
Lindbrook Capital
California
$5.62K
FPFS
420
First Personal Financial Services
North Carolina
$5.45K +$5.45K +124 New
FGAM
421
Financial Gravity Asset Management
Texas
$4.8K +$2.88K +65,742 +151%
GI
422
Gradient Investments
Minnesota
$4.26K +$3.47K +79 +439%
BlackRock
423
BlackRock
New York
$3.91K -$53.6K -1,219 -93%
IHWM
424
Iron Horse Wealth Management
Iowa
$3.91K -$132 -3 -3%
AAP
425
Arax Advisory Partners
Colorado
$3.91K