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SPDR Portfolio S&P 400 Mid Cap ETF

218 hedge funds and large institutions have $1.15B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-33
Holders Change %
-13.15%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
37
Increased
88
Reduced
74
Closed
63
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QAM
176
QCI Asset Management
New York
$82K
CAL
177
Capital Advisors Ltd
Ohio
$79K +$79K +3,100 New
SFS
178
Sowell Financial Services
Arkansas
$76K -$170K -6,753 -69%
WP
179
WealthShield Partners
North Carolina
$74K -$43.2K -1,713 -37%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$62K -$117K -4,915 -65%
VCP
181
Verus Capital Partners
Arizona
$36K -$17.1K -672 -32%
OSNBOA
182
Old Second National Bank of Aurora
Illinois
$34K -$2.99K -118 -8%
SPIA
183
Steward Partners Investment Advisory
New York
$33K -$30.1K -1,194 -48%
AF
184
Advisornet Financial
Minnesota
$32K -$327K -12,952 -91%
JWA
185
JFS Wealth Advisors
Pennsylvania
$32K +$11.3K +452 +54%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$6.53K -262 -18%
FWP
187
FAS Wealth Partners
Kansas
$28K +$3.3K +128 +13%
AIS
188
Accurate Investment Solutions
Pennsylvania
$24K -$8.8K -344 -27%
PA
189
Procyon Advisors
Connecticut
$24K +$1.36K +53 +6%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$20K
SWA
191
Stratos Wealth Advisors
Ohio
$20K +$20K +775 New
BC
192
Barnett & Company
Tennessee
$19K
WAS
193
Winch Advisory Services
Wisconsin
$18K -$7.14M -284,951 -100%
HNB
194
Huntington National Bank
Ohio
$18K
CWA
195
Carolina Wealth Advisors
South Carolina
$14K -$8.35K -340 -37%
GSWM
196
Golden State Wealth Management
California
$12K +$12K +474 New
AIC
197
Ameritas Investment Company
Nebraska
$12K +$12K +500 New
FCM
198
Firestone Capital Management
Florida
$11K +$11K +430 New
SWA
199
Sutton Wealth Advisors
Florida
$9.42K
EWM
200
EPG Wealth Management
Georgia
$9K