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SPDR Portfolio S&P 400 Mid Cap ETF

279 hedge funds and large institutions have $2.73B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+47
Holders Change %
+20.26%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
65
Increased
96
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OPA
176
Old Port Advisors
Maine
$437K +$80.7K +2,028 +23%
OCM
177
Orion Capital Management
California
$371K +$371K +9,195 New
CAG
178
Csenge Advisory Group
Florida
$370K -$43.8K -1,084 -11%
IA
179
IFG Advisory
Georgia
$365K +$365K +9,043 New
GWAG
180
Garrett Wealth Advisory Group
Texas
$346K -$58.4K -1,445 -14%
CIA
181
Compass Ion Advisors
Pennsylvania
$346K
SIA
182
Strategic Investment Advisors
Michigan
$336K -$44.8K -1,109 -12%
JPMPWA
183
J.P. Morgan Private Wealth Advisors
California
$335K +$35.2K +871 +12%
WWS
184
Wellington Wealth Strategies
Indiana
$333K +$333K +6,825 New
ASN
185
Advisory Services Network
Georgia
$326K -$489K -12,095 -60%
22CM
186
20/20 Capital Management
California
$326K -$27K -638 -8%
WPC
187
White Pine Capital
Minnesota
$323K
FTUS
188
Flow Traders U.S.
New York
$322K +$322K +7,965 New
FNBOO
189
First National Bank of Omaha
Nebraska
$319K
DI
190
Diligent Investors
California
$315K +$4.13K +102 +1%
EA
191
Eclectic Associates
California
$312K +$312K +7,712 New
MOS
192
MGO One Seven
Ohio
$312K +$312K +7,713 New
OFG
193
Omega Financial Group
California
$301K +$7.72K +191 +3%
HIP
194
HUB Investment Partners
Texas
$301K +$301K +9,232 New
AP
195
Advisor Partners
California
$290K -$52.4K -1,296 -15%
AMM
196
American Money Management
California
$288K -$6.87K -170 -2%
RFN
197
RDA Financial Network
Iowa
$287K -$23.1K -571 -7%
Truist Financial
198
Truist Financial
North Carolina
$281K +$281K +6,951 New
AF
199
Aldebaran Financial
$271K -$26.2K -650 -9%
AWM
200
Altavista Wealth Management
North Carolina
$271K