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SPDR Portfolio S&P 400 Mid Cap ETF

676 hedge funds and large institutions have $10.7B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+57
Holders Change %
+9.21%
% of All Funds
9%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
0.73%
New
106
Increased
295
Reduced
196
Closed
34
Calls
$115K
Puts
Net Calls
+$115K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
176
Stifel Financial
Missouri
$3.67M +$104K +1,903 +3%
LIA
177
Lynx Investment Advisory
District of Columbia
$3.6M +$76.8K +1,405 +2%
DWM
178
Dakota Wealth Management
Florida
$3.55M +$268K +4,896 +8%
T
179
TrueFG
Texas
$3.54M +$90.2K +1,650 +3%
OWA
180
ORBA Wealth Advisors
Illinois
$3.49M -$2.02K -37 -0.1%
KCAM
181
Kagan Cocozza Asset Management
New Jersey
$3.46M +$3.46M +63,199 New
AFP
182
Ausdal Financial Partners
Iowa
$3.44M -$241K -4,407 -7%
RPGK
183
Retirement Planning Group (Kansas)
Kansas
$3.41M -$202K -3,694 -6%
SHJ
184
Sharkey, Howes & Javer
Colorado
$3.37M +$305K +5,582 +10%
UCFA
185
United Capital Financial Advisors
Texas
$3.35M +$1.49M +27,269 +80%
CCT
186
Chemung Canal Trust
New York
$3.34M
UAS
187
United Asset Strategies
New York
$3.24M -$367K -6,709 -10%
JWM
188
Jacksonville Wealth Management
Florida
$3.23M +$3.23M +59,009 New
BFA
189
Bill Few Associates
Pennsylvania
$3.23M +$218K +3,987 +7%
MWAM
190
Manhattan West Asset Management
California
$3.19M +$172K +3,146 +6%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$3.19M +$808K +14,782 +34%
WAS
192
Wealth Advisory Solutions
Indiana
$3.15M +$444K +8,111 +16%
SCM
193
SOL Capital Management
Maryland
$3.15M +$385K +7,035 +14%
GM
194
GeoWealth Management
Illinois
$3.14M -$196K -3,575 -6%
SFC
195
Strategic Financial Concepts
Texas
$3.13M +$2.67M +48,773 +580%
Sumitomo Mitsui Trust Group
196
Sumitomo Mitsui Trust Group
Japan
$3.11M +$3.11M +56,900 New
GF
197
Goodman Financial
Texas
$3.1M -$129K -2,355 -4%
AFM
198
Aspetuck Financial Management
Connecticut
$3.04M +$3.04M +55,505 New
NC
199
NovaPoint Capital
Georgia
$2.95M -$24.5K -448 -0.8%
AWM
200
AE Wealth Management
Kansas
$2.9M +$1.87M +34,136 +181%