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SPDR Portfolio S&P 400 Mid Cap ETF

586 hedge funds and large institutions have $8.67B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 258 increasing their positions, 189 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.52%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.7%
New
59
Increased
258
Reduced
189
Closed
30
Calls
$5K
Puts
$15K
Net Calls
-$10K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
476
Marshall Wace
United Kingdom
$211K +$211K +4,107 New
MPCL
477
My Personal CFO LLC
Washington
$210K
GWAM
478
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K
SIA
479
Strategic Investment Advisors
Michigan
$209K +$3.54K +69 +2%
TNA
480
True North Advisors
Texas
$205K
VVP
481
Venture Visionary Partners
Ohio
$202K -$2.57K -50 -1%
IWM
482
Iams Wealth Management
Nebraska
$202K +$202K +3,931 New
Renaissance Technologies
483
Renaissance Technologies
New York
$200K -$61.6K -1,200 -24%
DP
484
Denver PWM
Colorado
$198K +$198K +3,853 New
NS
485
NBC Securities
Alabama
$190K
PS
486
Principal Securities
Iowa
$187K +$171K +3,325 +1,029%
FRA
487
Front Row Advisors
California
$183K +$4.87K +95 +3%
LWCFA
488
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$174K
VWWMG
489
Vermillion & White Wealth Management Group
Pennsylvania
$171K
RWPA
490
Richard W. Paul & Associates
Michigan
$171K +$2.26K +44 +1%
SWM
491
Spire Wealth Management
Virginia
$166K +$78.8K +1,537 +91%
OSAM
492
O'Shaughnessy Asset Management
Connecticut
$166K +$49.2K +959 +42%
PFM
493
Phillips Financial Management
Indiana
$164K +$410 +8 +0.3%
NFSG
494
Newbridge Financial Services Group
Florida
$160K +$21.5K +419 +15%
PAG
495
Paladin Advisory Group
Iowa
$156K
KFP
496
Keener Financial Planning
Texas
$155K
MFA
497
McClarren Financial Advisors
Pennsylvania
$145K -$2.4M -3,393 -94%
EWA
498
EP Wealth Advisors
California
$145K +$145K +2,824 New
WT
499
Whittier Trust
California
$139K -$2.56K -50 -2%
CP
500
Castleview Partners
Texas
$136K +$35.7K +695 +36%