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SPDR Portfolio S&P 400 Mid Cap ETF

232 hedge funds and large institutions have $2.1B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
30
Increased
81
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FC
101
Forte Capital
New York
$911K +$48.6K +1,491 +6%
GM
102
GeoWealth Management
Illinois
$900K +$119K +3,643 +15%
T
103
TrueFG
Texas
$899K +$32K +981 +4%
Financial Engines Advisors
104
Financial Engines Advisors
California
$848K -$267K -8,185 -24%
WP
105
WealthPLAN Partners
Nebraska
$786K -$39K -1,073 -5%
MCWS
106
McKinley Carter Wealth Services
West Virginia
$785K -$114K -3,496 -13%
RWM
107
Reston Wealth Management
Virginia
$783K -$10.4K -318 -1%
BCA
108
Berman Capital Advisors
Georgia
$736K -$811K -24,865 -52%
CIAS
109
Capital Investment Advisory Services
North Carolina
$727K -$7.18K -220 -1%
NA
110
NewEdge Advisors
Louisiana
$715K -$342K -10,472 -32%
GSC
111
G&S Capital
Colorado
$705K -$228 -7 -0%
EFL
112
ERn Financial LLC
Wisconsin
$690K -$9.75K -299 -1%
IA
113
IFP Advisors
Florida
$676K -$540K -16,523 -44%
ASN
114
Advisory Services Network
Georgia
$658K +$119K +3,638 +22%
FHA
115
Flagship Harbor Advisors
Massachusetts
$656K -$179K -5,487 -21%
SIAP
116
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$643K -$29.4K -900 -4%
AWM
117
AE Wealth Management
Kansas
$637K -$433K -13,260 -40%
KWM
118
Kingsview Wealth Management
Oregon
$635K +$62.4K +1,912 +11%
DSC
119
Duncker Streett & Co
Missouri
$634K +$16.1K +492 +3%
GWM
120
Geneos Wealth Management
Colorado
$632K +$133K +4,178 +27%
FHC
121
First Heartland Consultants
Missouri
$626K -$814K -24,934 -57%
CCM
122
Condor Capital Management
New Jersey
$601K -$44.9K -1,378 -7%
SS
123
Simplicity Solutions
Minnesota
$598K -$382K -11,693 -39%
NA
124
Nottingham Advisors
New York
$595K -$291K -8,909 -33%
LFG
125
Larson Financial Group
Missouri
$570K +$569K +17,448 +87,240%