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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 %
IWMA
176
Ironwood Wealth Management (Arizona)
Arizona
$127K +$2.86K +84 +2%
AIM
177
Advantage Investment Management
Iowa
$125K +$74K +2,174 +145%
RFA
178
Reilly Financial Advisors
California
$112K +$112K +3,296 New
QAM
179
QCI Asset Management
New York
$110K
ASN
180
Advisory Services Network
Georgia
$106K +$51.1K +1,499 +93%
FRA
181
Front Row Advisors
California
$105K
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$92K +$80.7K +2,363 +716%
SPIA
183
Steward Partners Investment Advisory
New York
$85K +$85K +2,505 New
RCAG
184
Rehmann Capital Advisory Group
Michigan
$79.2K +$49K +1,438 +162%
CAC
185
Certified Advisory Corp
Florida
$65K +$65K +1,922 New
WP
186
WealthShield Partners
North Carolina
$58K -$111K -3,251 -66%
SFSIG
187
San Francisco Sentry Investment Group
California
$49K +$206 +6 +0.4%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$49K +$1.62K +48 +3%
TF
189
TimeScale Financial
Massachusetts
$37K +$37K +1,100 New
GRP
190
Global Retirement Partners
California
$36K +$22.8K +662 +173%
AIS
191
Accurate Investment Solutions
Pennsylvania
$32K
KCPG
192
Kavar Capital Partners Group
Kansas
$27K +$27K +778 New
MA
193
MCF Advisors
Kentucky
$26K -$12.6K -367 -33%
BC
194
Barnett & Company
Tennessee
$26K
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$26K
JWA
196
JFS Wealth Advisors
Pennsylvania
$26K +$68 +2 +0.3%
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$1.43K +42 +7%
CCM
198
Cribstone Capital Management
Maine
$17K +$17K +502 New
APA
199
American Portfolios Advisors
New York
$15.7K
LWM
200
Liberty Wealth Management
California
$15K