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SPDR Portfolio S&P 400 Mid Cap ETF

218 hedge funds and large institutions have $1.15B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-33
Holders Change %
-13.15%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
37
Increased
88
Reduced
74
Closed
63
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$418K +$73.9K +2,919 +21%
WJWM
127
Williams Jones Wealth Management
New York
$411K +$411K +16,230 New
TA
128
TCG Advisors
Texas
$394K -$85.2K -3,366 -18%
TFCP
129
Twin Focus Capital Partners
Massachusetts
$393K
FLPIM
130
F.L. Putnam Investment Management
Massachusetts
$386K -$44.6K -1,764 -10%
HSA
131
HBK Sorce Advisory
Pennsylvania
$381K -$67.3K -2,662 -15%
AWM
132
Avior Wealth Management
Nebraska
$381K +$21.9K +865 +6%
WA
133
Waddell & Associates
Tennessee
$380K -$30.2M -1,190,823 -99%
SMC
134
Smith, Moore & Co
Missouri
$377K
ODCM
135
Old Dominion Capital Management
Virginia
$375K -$29.4K -1,163 -7%
BFA
136
Beacon Financial Advisory
Ohio
$374K -$79.9K -3,162 -18%
RC
137
Roundview Capital
New Jersey
$353K -$134K -5,267 -27%
FIM
138
Fernwood Investment Management
Massachusetts
$337K +$47.6K +1,879 +16%
ISWM
139
Independent Solutions Wealth Management
New York
$332K +$53.5K +2,112 +19%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$329K +$132K +5,211 +67%
IWMA
141
Ironwood Wealth Management (Arizona)
Arizona
$325K +$93.3K +3,685 +40%
AC
142
Avestar Capital
New York
$320K -$288K -11,355 -47%
NA
143
NewEdge Advisors
Louisiana
$320K +$176K +6,942 +122%
UAS
144
United Asset Strategies
New York
$317K +$5.94K +234 +2%
SAM
145
S.A. Mason
Michigan
$292K -$97.5K -3,850 -25%
AF
146
Affiance Financial
Minnesota
$289K
GWM
147
Geneos Wealth Management
Colorado
$286K +$104K +4,169 +57%
PEA
148
Pacific Edge Advisors
California
$280K -$269K -10,600 -49%
Mariner
149
Mariner
Kansas
$280K +$9.65K +381 +4%
22CM
150
20/20 Capital Management
California
$277K -$40.6K -1,426 -13%