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SPDR Portfolio S&P 400 Mid Cap ETF

218 hedge funds and large institutions have $1.18B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$467K -$8.98K -265 -2%
KWM
127
Kingsview Wealth Management
Oregon
$465K -$38.3K -1,131 -8%
KBFS
128
Kohmann Bosshard Financial Services
Ohio
$459K
Mariner
129
Mariner
Kansas
$452K +$85.4K +2,520 +23%
SFS
130
Sowell Financial Services
Arkansas
$421K +$421K +12,422 New
AF
131
Advisornet Financial
Minnesota
$412K +$111K +3,274 +37%
GVAG
132
Great Valley Advisor Group
Delaware
$402K +$10.5K +309 +3%
LFS
133
Lutz Financial Services
Nebraska
$398K -$41.6K -1,227 -9%
IWMA
134
Ironwood Wealth Management (Arizona)
Arizona
$395K +$268K +7,912 +212%
AG
135
Advisor Group
Arizona
$388K -$64.6K -1,906 -14%
AA
136
Alesco Advisors
New York
$387K +$67.1K +1,979 +21%
AF
137
Affiance Financial
Minnesota
$386K
SW
138
SlateStone Wealth
Florida
$383K
CIAS
139
Capital Investment Advisory Services
North Carolina
$375K +$47.2K +1,390 +14%
BPWA
140
Beacon Pointe Wealth Advisors
California
$352K +$13.5K +397 +4%
FIM
141
Fernwood Investment Management
Massachusetts
$342K
UAS
142
United Asset Strategies
New York
$338K -$969K -28,587 -74%
WP
143
WealthSource Partners
California
$311K -$42.8K -1,264 -12%
LFG
144
LifePlan Financial Group
Ohio
$310K -$35.2K -1,041 -10%
PWMG
145
Prestige Wealth Management Group
New Jersey
$299K +$68 +2 +0%
PWM
146
Perigon Wealth Management
California
$297K +$297K +8,821 New
GC
147
Grimes & Company
Massachusetts
$295K
BRC
148
Bell Rock Capital
Delaware
$292K -$4.04K -121 -1%
MML Investors Services
149
MML Investors Services
Massachusetts
$292K -$747 -22 -0.3%
EDRIA
150
Edmonds Duncan Registered Investment Advisors
Kansas
$280K