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State Street SPDR Portfolio S&P 400 Mid Cap ETF

381 hedge funds and large institutions have $3.91B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 170 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

38% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 123

2% more funds holding

Funds holding: 375381 (+6)

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$78.2M)

0.56% less ownership

Funds ownership: 84.54%83.99% (-0.56%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
381
Holders Change
+6
Holders Change %
+1.6%
% of All Funds
6.56%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.41%
New
35
Increased
170
Reduced
123
Closed
24
Calls
$248K
Puts
Net Calls
+$248K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
CFS Investment Advisory Services
New Jersey
$596K +$24.6M +580,181 +3,674%
OPS
202
Orion Portfolio Solutions
Nebraska
$589K +$29.9K +706 +5%
SMA
203
Sage Mountain Advisors
Georgia
$585K
BCI
204
Brinker Capital Investments
Pennsylvania
$578K -$8.73K -206 -1%
APP
205
Avantax Planning Partners
Iowa
$576K +$170 +4 +0%
CWM
206
Congress Wealth Management
Massachusetts
$575K +$61.2K +1,443 +11%
CI
207
CX Institutional
Indiana
$573K -$4.96M -116,857 -89%
GL
208
Graypoint LLC
New York
$573K
TFCP
209
Twin Focus Capital Partners
Massachusetts
$567K
AWM
210
Axxcess Wealth Management
California
$566K +$60.1K +1,418 +11%
SAS
211
SMI Advisory Services
Indiana
$544K +$378K +8,917 +172%
ISWM
212
Independent Solutions Wealth Management
New York
$543K +$222K +5,237 +59%
T
213
TRUADVICE
Florida
$542K -$26.8K -632 -5%
HGERS
214
Householder Group Estate & Retirement Specialist
Arizona
$539K -$36.7K -866 -6%
CAG
215
Csenge Advisory Group
Florida
$530K -$40K -944 -6%
LWM
216
Laidlaw Wealth Management
New York
$528K +$51.8K +1,221 +10%
PWM
217
Penobscot Wealth Management
Maine
$522K -$15.7K -370 -3%
FIM
218
Fernwood Investment Management
Massachusetts
$522K
NFP
219
Narus Financial Partners
Utah
$513K +$15.1K +357 +3%
RCM
220
Raleigh Capital Management
North Carolina
$501K -$129K -3,042 -19%
SMC
221
Smith, Moore & Co
Missouri
$496K
JMPWA
222
JP Morgan Private Wealth Advisors
California
$476K -$5.51K -130 -1%
FPW
223
Flagship Private Wealth
Massachusetts
$471K -$62.4K -1,471 -11%
KPW
224
Kore Private Wealth
New York
$469K
TA
225
TKG Advisors
Indiana
$458K +$142K +3,359 +39%