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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 %
CJ
526
Caitlin John
Michigan
$37.8K +$11.8K +230 +45%
CAM
527
Creekmur Asset Management
Illinois
$35.1K
CWA
528
Carolina Wealth Advisors
South Carolina
$34.4K
DF
529
DecisionPoint Financial
Arizona
$33.2K
WIM
530
Westside Investment Management
California
$33K
MG
531
Mather Group
Illinois
$32.2K +$18K +337 +126%
WAS
532
Winch Advisory Services
Wisconsin
$32.1K +$154 +3 +0.5%
WWP
533
WR Wealth Planners
Missouri
$31.1K +$13.4K +261 +75%
TF
534
Tompkins Financial
New York
$30.3K
GJIA
535
Glass Jacobson Investment Advisors
Maryland
$29.9K +$51 +1 +0.2%
RIL
536
Rothschild Investment LLC
Illinois
$29.6K +$21.8K +424 +279%
SN
537
Sittner & Nelson
Oregon
$29K
CTC
538
Central Trust Company
Missouri
$28.4K
SAM
539
Smartleaf Asset Management
Massachusetts
$27.6K +$5.02K +98 +22%
Bank of Montreal
540
Bank of Montreal
Ontario, Canada
$26.2K -$42.3K -816 -62%
SS
541
Sunbelt Securities
Texas
$25.4K -$359 -7 -1%
BCWM
542
Bartlett & Co Wealth Management
Ohio
$23.7K +$103 +2 +0.4%
CFGS
543
Concourse Financial Group Securities
Alabama
$23K
TSWM
544
Tyler-Stone Wealth Management
Ohio
$22.7K
MSG
545
Main Street Group
Virginia
$17.5K -$2.44K -48 -12%
National Bank of Canada
546
National Bank of Canada
Quebec, Canada
$16K +$16K +315 New
VAMG
547
Voisard Asset Management Group
Michigan
$14.9K
EC
548
EdgeRock Capital
Colorado
$14K +$14K +273 New
BCMLT
549
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1K
SIS
550
Sound Income Strategies
Florida
$11.4K