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SPDR Portfolio S&P 400 Mid Cap ETF

393 hedge funds and large institutions have $4.51B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+7
Holders Change %
+1.81%
% of All Funds
6.22%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
48
Increased
171
Reduced
123
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
176
WealthPLAN Partners
Nebraska
$1.02M +$2.37K +54 +0.2%
WIM
177
WealthPlan Investment Management
Nebraska
$1.02M +$1.02M +23,283 New
TDWM
178
Topel & Distasi Wealth Management
California
$1M
OGF
179
Orin Green Financial
California
$950K +$2.45K +52 +0.3%
BWG
180
Beta Wealth Group
California
$940K +$940K +19,932 New
ECA
181
Elevated Capital Advisors
Utah
$931K +$931K +19,731 New
JPG
182
Jordan Park Group
California
$927K -$337K -7,136 -27%
DSC
183
Duncker Streett & Co
Missouri
$908K +$47 +1 +0%
TRCT
184
Tower Research Capital (TRC)
New York
$900K -$600K -12,737 -40%
PWA
185
PCG Wealth Advisors
Kansas
$900K +$900K +19,080 New
SW
186
Simplicity Wealth
New Jersey
$892K -$71K -1,505 -7%
SIAP
187
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$882K -$14.2K -300 -2%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$881K -$403K -8,553 -31%
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$868K +$868K +18,397 New
CWMGP
190
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$846K +$21.8K +462 +3%
WMR
191
Wealth Management Resources
Rhode Island
$804K +$115K +2,437 +17%
SMC
192
Smith, Moore & Co
Missouri
$765K +$53.1K +1,125 +7%
CCP
193
Corient Capital Partners
California
$752K +$108K +2,292 +17%
UAS
194
United Asset Strategies
New York
$747K +$33.9K +718 +5%
WFA
195
Wipfli Financial Advisors
Wisconsin
$740K +$740K +15,686 New
BCI
196
Brinker Capital Investments
Pennsylvania
$735K -$44.9K -953 -6%
ACP
197
Aveo Capital Partners
Colorado
$727K +$202K +4,273 +38%
Truist Financial
198
Truist Financial
North Carolina
$724K +$389K +8,254 +116%
SMA
199
Sage Mountain Advisors
Georgia
$716K -$95.2K -2,017 -12%
APP
200
Avantax Planning Partners
Iowa
$705K +$472 +10 +0.1%