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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 %
PWMG
151
Prestige Wealth Management Group
New Jersey
$301K -$215K -6,296 -42%
GC
152
Grimes & Company
Massachusetts
$297K +$4.23K +124 +1%
BRC
153
Bell Rock Capital
Delaware
$296K +$56.9K +1,706 +24%
MML Investors Services
154
MML Investors Services
Massachusetts
$294K -$6.58K -193 -2%
SFM
155
Signet Financial Management
New Jersey
$289K +$69 +2 +0%
EDRIA
156
Edmonds Duncan Registered Investment Advisors
Kansas
$282K
AMM
157
American Money Management
California
$281K +$281K +8,234 New
CWM
158
Cahaba Wealth Management
Georgia
$275K +$15.6K +458 +6%
WPC
159
White Pine Capital
Minnesota
$274K +$274K +8,050 New
RIA
160
Regal Investment Advisors
Michigan
$262K -$233K -6,844 -47%
BBA
161
Braun-Bostich & Associates
Pennsylvania
$254K -$273K -8,016 -52%
LNC
162
Lincoln National Corp
Pennsylvania
$242K
CCA
163
Cobblestone Capital Advisors
New York
$236K -$3.75K -110 -2%
MSA
164
Marino Stram & Associates
Massachusetts
$233K
AWM
165
Altavista Wealth Management
North Carolina
$229K
SBH
166
Segall Bryant & Hamill
Illinois
$228K -$117K -3,432 -34%
JIC
167
Johnson Investment Counsel
Ohio
$228K +$204 +6 +0.1%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$221K +$221K +6,501 New
Deutsche Bank
169
Deutsche Bank
Germany
$217K +$217K +6,380 New
OPA
170
Old Port Advisors
Maine
$213K -$17.1K -498 -7%
PWM
171
Paulson Wealth Management
Illinois
$211K -$126K -3,693 -37%
UBS AM
172
UBS AM
Illinois
$197K +$197K +5,789 New
GWA
173
Guidant Wealth Advisors
Illinois
$177K -$11.8K -346 -6%
GWM
174
Geneos Wealth Management
Colorado
$170K +$49.5K +1,460 +41%
US Bancorp
175
US Bancorp
Minnesota
$151K