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SPDR Portfolio S&P 400 Mid Cap ETF

226 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
40
Increased
98
Reduced
68
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWAG
176
Spectrum Wealth Advisory Group
California
$205K +$205K +6,564 New
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$202K +$202K +6,450 New
APA
178
American Portfolios Advisors
New York
$189K +$37.4K +1,197 +25%
CAAS
179
Capital Asset Advisory Services
Michigan
$177K -$2.22K -65 -1%
US Bancorp
180
US Bancorp
Minnesota
$174K
CAL
181
Capital Advisors Ltd
Ohio
$165K +$66.7K +2,102 +68%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$128K +$127K +4,068 +20,340%
BBA
183
Braun-Bostich & Associates
Pennsylvania
$119K
GFPC
184
Global Financial Private Client
Florida
$106K +$106K +3,429 New
FRA
185
Front Row Advisors
California
$106K +$9.4K +300 +10%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$82K +$1.85K +60 +2%
WP
187
WealthShield Partners
North Carolina
$81K -$10.2K -329 -11%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$66K -$804K -25,832 -92%
Bessemer Group
189
Bessemer Group
New Jersey
$54K +$54K +1,720 New
CAN
190
Cetera Advisor Networks
California
$47K +$47K +1,500 New
SPIA
191
Steward Partners Investment Advisory
New York
$43K +$2.3K +74 +6%
RIM
192
Rockbridge Investment Management
New York
$43K +$43K +1,364 New
OSNBOA
193
Old Second National Bank of Aurora
Illinois
$41K -$1.26K -40 -3%
JWA
194
JFS Wealth Advisors
Pennsylvania
$40K +$217 +7 +0.5%
PA
195
Procyon Advisors
Connecticut
$35K +$5.92K +190 +20%
FWP
196
FAS Wealth Partners
Kansas
$30K -$3.87K -124 -11%
TFA
197
Transamerica Financial Advisors
Florida
$30K +$30K +937 New
William Blair & Company
198
William Blair & Company
Illinois
$25K -$8.14M -260,445 -100%
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$13K -412 -34%
FANJ
200
Financial Architects (New Jersey)
New Jersey
$24K