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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.

New
Increased
Maintained
Reduced
Closed
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 %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$21.2M +$7.53M +177,274 +55%
APWA
27
Atlas Private Wealth Advisors
New Jersey
$18.4M +$2.25M +53,052 +14%
RWM
28
Reston Wealth Management
Virginia
$16.3M +$7.04M +165,550 +76%
MWPCG
29
Measured Wealth Private Client Group
New Hampshire
$15M +$2.74M +64,456 +22%
UBS Group
30
UBS Group
Switzerland
$14.9M -$2.23M -52,446 -13%
GVAG
31
Great Valley Advisor Group
Delaware
$14.8M +$6.08K +143 +0%
FSG
32
Financial Strategies Group
Michigan
$14M +$247K +5,811 +2%
MML Investors Services
33
MML Investors Services
Massachusetts
$13.7M +$178K +4,186 +1%
ACM
34
AlphaStar Capital Management
North Carolina
$13.7M +$2.52M +59,309 +23%
CA
35
CGN Advisors
Kansas
$12.4M +$3.95M +92,917 +46%
EH
36
Equitable Holdings
New York
$11.2M +$1.39M +32,732 +14%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$11.1M -$3.03M -71,381 -21%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$10.9M -$314K -7,387 -3%
CWM
39
Cahaba Wealth Management
Georgia
$10.6M +$730K +17,176 +7%
AA
40
Advisory Alpha
Michigan
$10.1M +$718K +16,899 +8%
CIAS
41
Capital Investment Advisory Services
North Carolina
$10.1M +$1.71M +40,282 +20%
RIS
42
Retirement Income Solutions
Michigan
$9.68M +$207K +4,877 +2%
WANY
43
Wealthspire Advisors (New York)
New York
$9.68M -$22.6K -531 -0.2%
NPI
44
New Perspectives Inc
Mississippi
$9.55M +$482K +11,333 +5%
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$9.51M -$36.8K -865 -0.4%
WCM
46
Windsor Capital Management
Arizona
$9.41M -$441K -10,367 -4%
MGIA
47
Moneta Group Investment Advisors
Missouri
$9.26M -$2.08M -44,884 -18%
TC
48
Trilogy Capital
California
$9.13M +$9.13M +214,724 New
Jane Street
49
Jane Street
New York
$8.97M +$4.59M +108,039 +105%
CNC
50
Citizens & Northern Corp
Pennsylvania
$8.9M +$8.9M +209,370 New