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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 %
HWA
451
Heartwood Wealth Advisors
Virginia
-6,071 Closed
CI
452
CX Institutional
Indiana
-5,824 Closed
OWA
453
Octavia Wealth Advisors
Ohio
-5,668 Closed
PCIA
454
Prime Capital Investment Advisors
Kansas
-5,621 Closed
CCWM
455
Cassaday & Co Wealth Management
Virginia
-4,797 Closed
AIP
456
Ameritas Investment Partners
Nebraska
-4,561 Closed
Qube Research & Technologies (QRT)
457
Qube Research & Technologies (QRT)
United Kingdom
-3,884 Closed
RIA
458
Realta Investment Advisors
Delaware
-1,306 Closed
AF
459
Affiance Financial
Minnesota
-889 Closed
TFA
460
Transamerica Financial Advisors
Florida
-853 Closed
BHWM
461
Bay Harbor Wealth Management
Maryland
-485 Closed
TF
462
TimeScale Financial
Massachusetts
-355 Closed
FWA
463
Freedom Wealth Alliance
Wisconsin
-341 Closed
PIMG
464
Patriot Investment Management Group
Tennessee
-333 Closed
CA
465
Corrado Advisors
New Jersey
-315 Closed
BWM
466
Baystate Wealth Management
Massachusetts
-315 Closed
AWM
467
Accurate Wealth Management
Florida
-257 Closed
ZIG
468
Zullo Investment Group
Pennsylvania
-96 Closed
EE
469
EWG Elevate
California
-64 Closed
BEI
470
Benjamin Edwards Inc
Missouri
-64 Closed
GEA
471
Glen Eagle Advisors
New Jersey
-26 Closed
MPCL
472
My Personal CFO LLC
Washington
-4 Closed