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SPDR Portfolio S&P 400 Mid Cap ETF

461 hedge funds and large institutions have $5.75B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 207 increasing their positions, 142 reducing their positions, and 20 closing their positions.

Holders
461
Holders Change
+27
Holders Change %
+6.22%
% of All Funds
7.27%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
51
Increased
207
Reduced
142
Closed
20
Calls
$1.62M
Puts
$9K
Net Calls
+$1.61M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
401
Impact Partnership Wealth
Georgia
$55K +$55K +1,199 New
AF
402
Advisornet Financial
Minnesota
$52.5K -$13.1K -285 -20%
IGWM
403
ICA Group Wealth Management
Colorado
$46.9K +$35.9K +782 +324%
NIC
404
Northwest Investment Counselors
Oregon
$46.9K +$46.9K +1,021 New
WT
405
Whittier Trust
California
$46.6K
RAM
406
Riggs Asset Management
Pennsylvania
$39.8K
HS
407
Horan Securities
United States
$39.3K +$9.08K +198 +30%
FWP
408
FAS Wealth Partners
Kansas
$35.5K
CWA
409
Carolina Wealth Advisors
South Carolina
$30.7K -$9.18K -200 -23%
WIM
410
Westside Investment Management
California
$29.6K -$8.4K -183 -22%
WAS
411
Winch Advisory Services
Wisconsin
$28K +$91 +2 +0.3%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$27.3K +$2.89K +63 +12%
CTC
413
Central Trust Company
Missouri
$25.4K
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$24.5K
CIA
415
Cape Investment Advisory
Georgia
$24.3K +$2.43K +53 +11%
MHR
416
Matthew Hamilton Rosenberg
$23.6K
FHA
417
First Horizon Advisors
Tennessee
$22.9K +$22.9K +500 New
ACA
418
Aptus Capital Advisors
Alabama
$22K
TRCT
419
Tower Research Capital (TRC)
New York
$21.7K -$997K -21,723 -98%
PA
420
Parallel Advisors
California
$21.7K
BCWM
421
Bartlett & Co Wealth Management
Ohio
$19.5K
BC
422
Bartlett & Co
Ohio
$19K
MRCM
423
M&R Capital Management
New Jersey
$18.1K
GJIA
424
Glass Jacobson Investment Advisors
Maryland
$17.7K +$17.7K +385 New
SWA
425
Sutton Wealth Advisors
Florida
$17.1K