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SPDR Portfolio S&P 400 Mid Cap ETF

676 hedge funds and large institutions have $10.7B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+57
Holders Change %
+9.21%
% of All Funds
9%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
0.73%
New
106
Increased
295
Reduced
196
Closed
34
Calls
$115K
Puts
Net Calls
+$115K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Shares
Change %
LFPWM
151
Leicht Financial Planning & Wealth Management
New Jersey
$5.96M -$63.9K -1,168 -1%
LK
152
Lumbard & Kellner
New Hampshire
$5.61M +$5.61M +102,635 New
SA
153
Stewardship Advisors
Pennsylvania
$5.44M -$26.7K -489 -0.5%
HC
154
Headland Capital
South Carolina
$5.41M +$5.41M +98,992 New
Focus Partners Wealth
155
Focus Partners Wealth
Massachusetts
$5.33M +$110K +2,020 +2%
W
156
Wealthquest
Ohio
$5.09M -$187K -3,422 -4%
ACM
157
Anfield Capital Management
California
$4.82M +$70.3K +1,286 +1%
Cerity Partners
158
Cerity Partners
New York
$4.64M +$352K +6,435 +8%
CPIG
159
Chicago Partners Investment Group
Illinois
$4.63M +$447K +8,120 +11%
IA
160
IFG Advisory
Georgia
$4.61M +$89.7K +1,640 +2%
RCA
161
Resonant Capital Advisors
Wisconsin
$4.61M -$202K -3,690 -4%
FFA
162
Founders Financial Alliance
North Carolina
$4.56M -$174K -3,185 -4%
NA
163
Nottingham Advisors
New York
$4.52M +$370K +6,774 +9%
MFG
164
Merit Financial Group
Georgia
$4.42M -$110K -2,018 -2%
BWS
165
Broadway Wealth Solutions
Texas
$4.38M +$4.38M +80,142 New
AO
166
Advisor OS
Illinois
$4.38M +$295K +5,392 +7%
MA
167
MJP Associates
Connecticut
$4.22M +$140K +2,555 +3%
CL
168
CVFG LLC
Indiana
$4.12M +$4.12M +75,389 New
VIM
169
Vista Investment Management
Pennsylvania
$3.99M +$50.8K +928 +1%
GSC
170
G&S Capital
Colorado
$3.93M +$954K +17,446 +32%
AA
171
ArborFi Advisors
Michigan
$3.83M +$3.83M +69,941 New
Citadel Advisors
172
Citadel Advisors
Florida
$3.81M +$1.26M +23,052 +49%
PFA
173
Pure Financial Advisors
California
$3.79M +$62.6K +1,145 +2%
RFA
174
Register Financial Advisors
Georgia
$3.79M +$290K +5,305 +8%
IPA
175
Investment Planning Advisors
Georgia
$3.75M -$77.1K -1,409 -2%