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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 %
WOSD
126
WFA of San Diego
California
$552K +$86.3K +2,645 +19%
WJWM
127
Williams Jones Wealth Management
New York
$530K
APP
128
Avantax Planning Partners
Iowa
$522K -$71.5K -2,193 -12%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$497K
WWM
130
Western Wealth Management
Colorado
$487K +$487K +14,923 New
SMC
131
Smith, Moore & Co
Missouri
$486K
TFCP
132
Twin Focus Capital Partners
Massachusetts
$470K
AWM
133
Avior Wealth Management
Nebraska
$461K -$32.3K -991 -7%
RC
134
Roundview Capital
New Jersey
$455K +$68.4K +2,095 +18%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$450K -$23.3K -713 -5%
LFAS
136
Level Four Advisory Services
Texas
$445K -$10.4K -318 -2%
ODCM
137
Old Dominion Capital Management
Virginia
$436K -$16K -492 -4%
BIP
138
Blueprint Investment Partners
North Carolina
$434K -$87.5K -2,164 -17%
FIM
139
Fernwood Investment Management
Massachusetts
$434K
Goldman Sachs
140
Goldman Sachs
New York
$430K
SWAG
141
Spectrum Wealth Advisory Group
California
$426K +$212K +6,522 +99%
T
142
TRUADVICE
Florida
$414K +$414K +11,971 New
GL
143
Graypoint LLC
New York
$413K
UAS
144
United Asset Strategies
New York
$410K +$2.71K +83 +0.7%
ISWM
145
Independent Solutions Wealth Management
New York
$410K -$2.12K -65 -0.5%
BCI
146
Brinker Capital Investments
Pennsylvania
$408K +$18.7K +575 +5%
LFG
147
LifePlan Financial Group
Ohio
$404K -$6.92K -212 -2%
VBFP
148
Valtinson Bruner Financial Planning
Minnesota
$398K -$80.2K -2,361 -17%
BFA
149
Beacon Financial Advisory
Ohio
$385K -$25.1K -769 -6%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$382K -$555 -17 -0.1%