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SPDR Portfolio S&P 400 Mid Cap ETF

279 hedge funds and large institutions have $2.73B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+47
Holders Change %
+20.26%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
65
Increased
96
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$979K +$78.3K +1,937 +9%
BTWM
127
Baker Tilly Wealth Management
Wisconsin
$973K +$973K +24,077 New
OGF
128
Orin Green Financial
California
$926K +$926K +22,930 New
BCA
129
Berman Capital Advisors
Georgia
$915K +$3.76K +93 +0.4%
WP
130
WealthPLAN Partners
Nebraska
$903K -$26.1K -608 -3%
WWM
131
Western Wealth Management
Colorado
$886K +$283K +7,002 +47%
Renaissance Technologies
132
Renaissance Technologies
New York
$877K -$921K -22,800 -51%
NA
133
NewEdge Advisors
Louisiana
$855K -$29.6K -733 -3%
KWM
134
Kingsview Wealth Management
Oregon
$831K +$44.2K +1,093 +6%
IA
135
IFP Advisors
Florida
$813K -$26.1K -643 -3%
DSC
136
Duncker Streett & Co
Missouri
$788K +$3.11K +77 +0.4%
FHA
137
Flagship Harbor Advisors
Massachusetts
$786K -$26.1K -646 -3%
SIAP
138
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$776K -$20.2K -500 -3%
RC
139
Roundview Capital
New Jersey
$767K +$204K +5,037 +36%
FMN
140
Financial Management Network
California
$760K +$760K +17,566 New
LFG
141
Larson Financial Group
Missouri
$757K +$51.4K +1,272 +7%
GI
142
Glovista Investments
New Jersey
$739K +$739K +18,300 New
FPW
143
Flagship Private Wealth
Massachusetts
$727K +$727K +17,509 New
WJWM
144
Williams Jones Wealth Management
New York
$656K
PA
145
PSI Advisors
Florida
$650K +$360K +8,916 +124%
APP
146
Avantax Planning Partners
Iowa
$647K +$404 +10 +0.1%
KAS
147
Kestra Advisory Services
Texas
$643K +$639K +15,853 +15,853%
LFAS
148
Level Four Advisory Services
Texas
$607K +$55.8K +1,381 +10%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$597K -$497K
TFCP
150
Twin Focus Capital Partners
Massachusetts
$582K