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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 %
AFP
126
Ausdal Financial Partners
Iowa
$485K +$76.3K +2,192 +19%
MSAM
127
Moloney Securities Asset Management
Missouri
$480K -$12.9K -380 -3%
DAS
128
Dynamic Advisor Solutions
Arizona
$478K +$39.4K +1,156 +9%
CPA
129
Clear Perspective Advisors
Illinois
$470K -$5.38K -158 -1%
KBFS
130
Kohmann Bosshard Financial Services
Ohio
$461K
AG
131
Advisor Group
Arizona
$455K +$33.3K +978 +8%
LFS
132
Lutz Financial Services
Nebraska
$442K +$1.71K +50 +0.4%
5L
133
55I LLC
Massachusetts
$424K +$424K +12,451 New
AWM
134
Avior Wealth Management
Nebraska
$404K +$83.4K +2,445 +26%
CPIG
135
Chicago Partners Investment Group
Illinois
$401K +$1.52K +45 +0.4%
CFA
136
Carroll Financial Associates
North Carolina
$396K -$22.7M -668,520 -98%
GVAG
137
Great Valley Advisor Group
Delaware
$394K
CW
138
CreativeOne Wealth
Kansas
$390K +$390K +11,441 New
AF
139
Affiance Financial
Minnesota
$388K
SW
140
SlateStone Wealth
Florida
$385K
MIM
141
Macroview Investment Management
Maryland
$370K +$23.7K +697 +7%
Mariner
142
Mariner
Kansas
$369K
WP
143
WealthSource Partners
California
$356K -$10.4K -306 -3%
LFG
144
LifePlan Financial Group
Ohio
$347K +$20.4K +600 +6%
CA
145
Cetera Advisors
Colorado
$345K +$16.4K +479 +5%
FIM
146
Fernwood Investment Management
Massachusetts
$344K
BPWA
147
Beacon Pointe Wealth Advisors
California
$340K -$22.7K -667 -6%
CIAS
148
Capital Investment Advisory Services
North Carolina
$327K +$16.4K +485 +5%
AA
149
Alesco Advisors
New York
$321K -$5.04K -148 -2%
AF
150
Advisornet Financial
Minnesota
$302K -$51.6K -1,517 -15%