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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 %
AWM
151
Avior Wealth Management
Nebraska
$572K +$1.01K +25 +0.2%
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$570K +$570K +14,109 New
EFL
153
ERn Financial LLC
Wisconsin
$552K -$303K -7,498 -35%
NA
154
Nottingham Advisors
New York
$551K -$186K -4,597 -25%
FIM
155
Fernwood Investment Management
Massachusetts
$538K
FWP
156
Falcon Wealth Planning
California
$535K +$535K +13,238 New
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$533K +$60.6K +1,503 +13%
Goldman Sachs
158
Goldman Sachs
New York
$532K
ODCM
159
Old Dominion Capital Management
Virginia
$526K -$14.4K -357 -3%
GL
160
Graypoint LLC
New York
$512K
BCI
161
Brinker Capital Investments
Pennsylvania
$509K +$3.67K +91 +0.7%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$506K -$50.9K -1,260 -9%
SAM
163
S.A. Mason
Michigan
$503K +$44.4K +1,100 +10%
CCP
164
Corient Capital Partners
California
$501K +$137K +3,381 +37%
PCA
165
Personal Capital Advisors
California
$497K +$239K +5,926 +93%
VBFP
166
Valtinson Bruner Financial Planning
Minnesota
$484K -$13.5K -319 -3%
BFA
167
Beacon Financial Advisory
Ohio
$480K +$3.31K +82 +0.7%
ISWM
168
Independent Solutions Wealth Management
New York
$478K -$28.9K -715 -6%
MA
169
Mutual Advisors
Nebraska
$476K +$59.8K +1,481 +14%
RJA
170
Raymond James & Associates
Florida
$466K +$208K +5,161 +81%
SMC
171
Smith, Moore & Co
Missouri
$449K -$152K -3,765 -25%
T
172
TRUADVICE
Florida
$449K -$47.9K -1,153 -10%
IWMA
173
Ironwood Wealth Management (Arizona)
Arizona
$442K -$20.6K -509 -4%
EVC
174
Eidelman Virant Capital
Missouri
$441K +$441K +1,050 New
CCFM
175
Clear Creek Financial Management
Washington
$438K +$438K +10,854 New