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SPDR Portfolio S&P 400 Mid Cap ETF

232 hedge funds and large institutions have $2.1B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
30
Increased
81
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
176
Omega Financial Group
California
$237K -$313K -9,586 -57%
PA
177
PSI Advisors
Florida
$234K +$234K +7,179 New
KAS
178
Kestra Advisory Services
Texas
$227K +$227K +100 New
AWM
179
Altavista Wealth Management
North Carolina
$219K
BHWM
180
Bay Harbor Wealth Management
Maryland
$217K -$120K -3,695 -36%
KPWS
181
Kestra Private Wealth Services
Texas
$210K +$210K +6,440 New
RJA
182
Raymond James & Associates
Florida
$208K +$208K +6,386 New
PCA
183
Personal Capital Advisors
California
$208K +$208K +6,387 New
MML Investors Services
184
MML Investors Services
Massachusetts
$204K -$74.6K -2,288 -27%
FLPIM
185
F.L. Putnam Investment Management
Massachusetts
$201K -$79.6K -2,436 -28%
US Bancorp
186
US Bancorp
Minnesota
$181K
APA
187
American Portfolios Advisors
New York
$172K -$24.9K -762 -13%
CAL
188
Capital Advisors Ltd
Ohio
$166K -$3.32K -102 -2%
CAAS
189
Capital Asset Advisory Services
Michigan
$165K -$4.38K -134 -3%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$145K +$11.9K +365 +9%
VC
191
Vicus Capital
Pennsylvania
$133K +$133K +4,088 New
FRA
192
Front Row Advisors
California
$130K -$1.56K -40 -1%
CSPIA
193
Cary Street Partners Investment Advisory
Virginia
$124K +$124K +3,800 New
CFD
194
Creative Financial Designs
Indiana
$106K +$101K +3,094 +2,049%
WP
195
WealthShield Partners
North Carolina
$85K +$130 +4 +0.2%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$74K +$4.71K +144 +7%
Bessemer Group
197
Bessemer Group
New Jersey
$56K +$162 +5 +0.3%
SPIA
198
Steward Partners Investment Advisory
New York
$48K +$2.47K +75 +5%
OSNBOA
199
Old Second National Bank of Aurora
Illinois
$46K +$3.07K +93 +7%
RIM
200
Rockbridge Investment Management
New York
$45K