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SPDR Portfolio S&P 400 Mid Cap ETF

428 hedge funds and large institutions have $6.42B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.91%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.52%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$1.65M +$270K +5,703 +19%
NGA
152
Naples Global Advisors
Florida
$1.6M +$1.6M +37,700 New
CGA
153
Crescent Grove Advisors
Illinois
$1.57M +$644K +15,164 +70%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$1.54M +$1.54M +36,148 New
GIA
155
Gladstone Institutional Advisory
Florida
$1.53M +$22.4K +528 +1%
UWM
156
USAdvisors Wealth Management
Minnesota
$1.5M -$4.16K -98 -0.3%
CA
157
CoreCap Advisors
Michigan
$1.47M +$181K +4,250 +14%
BTWM
158
Baker Tilly Wealth Management
Wisconsin
$1.46M +$340 +8 +0%
RFG
159
Range Financial Group
Oregon
$1.44M -$2.64K -62 -0.2%
IC
160
IEQ Capital
California
$1.32M +$2K +47 +0.2%
JCM
161
Jacobi Capital Management
Pennsylvania
$1.27M -$30.1K -709 -2%
AG
162
Ascent Group
Virginia
$1.25M -$54.4K -1,281 -4%
SWA
163
Stratos Wealth Advisors
Ohio
$1.24M -$63.4K -1,492 -5%
IWMA
164
Ironwood Wealth Management (Arizona)
Arizona
$1.21M +$843K +19,845 +231%
RC
165
Roundview Capital
New Jersey
$1.18M +$17K +399 +1%
AF
166
Aldebaran Financial
$1.16M -$394K -9,265 -25%
PPP
167
Private Portfolio Partners
New Jersey
$1.16M +$65.1K +1,531 +6%
RJA
168
Raymond James & Associates
Florida
$1.14M +$79.7K +1,876 +8%
SAM
169
S.A. Mason
Michigan
$1.12M +$83.9K +1,975 +8%
EFS
170
Econ Financial Services
Pennsylvania
$1.11M -$155K -3,646 -12%
Citadel Advisors
171
Citadel Advisors
Florida
$1.11M -$2.51M -59,099 -69%
Financial Engines Advisors
172
Financial Engines Advisors
California
$1.11M -$8.84K -208 -0.8%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$1.1M -$1.11M -26,130 -50%
RWP
174
Revolve Wealth Partners
New Jersey
$1.1M -$15.9K -373 -1%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$1.09M -$9.74K -229 -0.9%