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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 %
NCM
501
Northwest Capital Management
Oregon
$132K -$17.4K -340 -12%
PA
502
Pineridge Advisors
Missouri
$115K +$115K +2,241 New
ITIM
503
Indiana Trust & Investment Management
Indiana
$101K
NP
504
NorthRock Partners
Minnesota
$93.8K +$93.8K +1,828 New
WTC
505
WhitTier Trust Company
Nevada
$93.6K -$2.82K -55 -3%
HNB
506
Hilltop National Bank
Wyoming
$91.1K
US Bancorp
507
US Bancorp
Minnesota
$85.5K -$8.11K -158 -9%
SPIA
508
Steward Partners Investment Advisory
New York
$82.5K +$4.05K +79 +5%
CHA
509
Carmichael Hill & Associates
Maryland
$79.3K +$7.23K +141 +10%
VAG
510
VisionPoint Advisory Group
Texas
$68.3K -$8.67K -169 -11%
AIA
511
Armor Investment Advisors
North Carolina
$63.6K
MRCM
512
M&R Capital Management
New Jersey
$63.1K +$7.8K +152 +14%
WP
513
WealthShield Partners
North Carolina
$62.6K +$205 +4 +0.3%
ATPW
514
Ashton Thomas Private Wealth
Arizona
$59.8K +$59.8K +1,165 New
RIA
515
Realta Investment Advisors
Delaware
$58.2K +$51 +1 +0.1%
Jones Financial Companies
516
Jones Financial Companies
Missouri
$54.6K +$54.6K +1,065 New
PP
517
PrairieView Partners
Minnesota
$52K +$7.26K +144 +16%
HIIFS
518
Harel Insurance Investments & Financial Services
Israel
$51K -$45.9K -900 -47%
JWA
519
JFS Wealth Advisors
Pennsylvania
$49.1K +$7.18K +140 +17%
FAM
520
Family Asset Management
South Carolina
$47.5K +$47.5K +926 New
PPWM
521
PFG Private Wealth Management
Florida
$46.9K +$4K +78 +9%
CWM
522
CarsonAllaria Wealth Management
Illinois
$45.3K
RAM
523
Riggs Asset Management
Pennsylvania
$44.5K
AA
524
Ancora Advisors
Ohio
$41.3K
HCP
525
Hexagon Capital Partners
Arkansas
$39.8K -$5.03K -98 -11%