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SPDR Portfolio S&P 400 Mid Cap ETF

217 hedge funds and large institutions have $1.12B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 109 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
4.72%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
23
Increased
109
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$900K +$28K +821 +3%
CF
102
Centaurus Financial
California
$825K +$801K +23,503 +3,278%
FC
103
Forte Capital
New York
$803K +$18.3K +536 +2%
WP
104
WealthPLAN Partners
Nebraska
$771K +$335K +10,072 +77%
TA
105
TCG Advisors
Texas
$768K -$250K -7,354 -25%
SIAP
106
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$719K +$6.82K +200 +1%
FLPIM
107
F.L. Putnam Investment Management
Massachusetts
$713K -$22.3K -655 -3%
ODCM
108
Old Dominion Capital Management
Virginia
$695K -$16.4K -480 -2%
B
109
Brightworth
Georgia
$682K -$69.4K -2,037 -9%
TRCT
110
Tower Research Capital (TRC)
New York
$655K -$253K -7,425 -28%
CCM
111
Condor Capital Management
New Jersey
$647K +$107K +3,132 +20%
AFS
112
Access Financial Services
Minnesota
$638K -$44.1K -1,295 -6%
AC
113
Avestar Capital
New York
$635K +$101K +3,082 +19%
LF
114
Lantz Financial
Illinois
$618K +$618K +18,177 New
Stifel Financial
115
Stifel Financial
Missouri
$604K -$19.5K -573 -3%
HSA
116
HBK Sorce Advisory
Pennsylvania
$604K
AC
117
Alexandria Capital
Virginia
$602K +$231K +6,779 +62%
RWM
118
Reston Wealth Management
Virginia
$563K +$19.1K +560 +4%
RC
119
Roundview Capital
New Jersey
$552K +$186K +5,451 +51%
DSC
120
Duncker Streett & Co
Missouri
$548K +$139K +4,068 +34%
OFG
121
Omega Financial Group
California
$530K -$12.5K -368 -2%
RFN
122
RDA Financial Network
Iowa
$529K +$45.6K +1,339 +9%
TFCP
123
Twin Focus Capital Partners
Massachusetts
$528K
SMC
124
Smith, Moore & Co
Missouri
$507K -$7.66K -225 -1%
KWM
125
Kingsview Wealth Management
Oregon
$506K +$90.4K +2,654 +22%