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SPDR Portfolio S&P 400 Mid Cap ETF

676 hedge funds and large institutions have $10.7B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+57
Holders Change %
+9.21%
% of All Funds
9%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
0.73%
New
106
Increased
295
Reduced
196
Closed
34
Calls
$115K
Puts
Net Calls
+$115K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
626
Blue Trust Inc
Georgia
$14K +$2.63K +48 +23%
HWM
627
Hemington Wealth Management
Virginia
$13K +$13K +250 New
HNB
628
Huntington National Bank
Ohio
$11.9K -$11.9K
OC
629
Oakworth Capital
Alabama
$10.9K -$2.79K -51 -20%
GTAM
630
Global Trust Asset Management
Florida
$10.3K
FMTCOCP
631
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$10K +190 New
RWM
632
Ruedi Wealth Management
Illinois
$9.91K +$55 +1 +0.6%
CF
633
Collier Financial
Colorado
$9.3K +$9.3K +170 New
AAP
634
Arax Advisory Partners
Colorado
$9.08K +$2.63K +48 +41%
SHF
635
Safe Harbor Fiduciary
Florida
$9.02K +$438 +8 +5%
GT
636
Glenmede Trust
Pennsylvania
$9.02K
DWM
637
Darwin Wealth Management
Florida
$9.02K +$9.02K +165 New
CMP
638
Coston McIsaac & Partners
Maine
$9K -$15K -281 -62%
LIS
639
Legacy Investment Solutions
Idaho
$8.49K
LWMI
640
Legacy Wealth Management (Idaho)
Idaho
$8.49K
BA
641
Bellwether Advisors
Nebraska
$8.26K +$8.26K +151 New
Deutsche Bank
642
Deutsche Bank
Germany
$7.22K
LC
643
Lindbrook Capital
California
$7K
FFA
644
Frazier Financial Advisors
Ohio
$6.31K +$109 +2 +2%
TAM
645
Tucker Asset Management
Colorado
$6.24K +$5.91K +108 +1,800%
RFG
646
REAP Financial Group
Texas
$5.63K
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.11K -$176K -3,094 -97%
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
$4.92K
BIM
649
Breakwater Investment Management
Washington
$4.92K +$4.05K +74 +463%
CIA
650
Cape Investment Advisory
Georgia
$4.92K