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SPDR Portfolio S&P 400 Mid Cap ETF

434 hedge funds and large institutions have $5.04B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
6.95%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.54%
New
54
Increased
189
Reduced
139
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPWM
201
FSB Premier Wealth Management
Iowa
$952K -$50.4K -1,147 -5%
MWAM
202
Manhattan West Asset Management
California
$951K -$69.8K -1,588 -7%
FC
203
Financial Consulate
Maryland
$949K -$67.5K -1,536 -7%
WP
204
WealthPLAN Partners
Nebraska
$942K -$12.1K -276 -1%
FC
205
Forte Capital
New York
$928K +$25.3K +576 +3%
KWS
206
Keystone Wealth Services
California
$924K +$74.6K +1,698 +9%
PWA
207
PCG Wealth Advisors
Kansas
$914K -$5.14K -117 -0.6%
FLPIM
208
F.L. Putnam Investment Management
Massachusetts
$858K -$139K -3,166 -14%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$843K -$293K -6,658 -26%
FTUS
210
Flow Traders U.S.
New York
$837K +$837K +19,058 New
ACP
211
Aveo Capital Partners
Colorado
$835K +$15.7K +358 +2%
BWG
212
Beta Wealth Group
California
$835K +$1.58K +36 +0.2%
CWM
213
Compass Wealth Management
Connecticut
$821K +$60.7K +1,381 +8%
DSC
214
Duncker Streett & Co
Missouri
$808K -$30.7K -699 -4%
FAIM
215
Financial Advocates Investment Management
Washington
$785K -$4.76M -108,214 -86%
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$784K -$8.82K -204 -1%
RCM
217
Raleigh Capital Management
North Carolina
$780K +$210K +4,771 +37%
CCFCSB
218
Cape Cod Five Cents Savings Bank
Massachusetts
$776K -$230K -5,226 -23%
BCFS
219
Butensky & Cohen Financial Security
Florida
$771K +$8.52K +194 +1%
SIAS
220
Summit Investment Advisory Services
Minnesota
$767K +$92.9K +2,114 +14%
JPG
221
Jordan Park Group
California
$765K -$13.1K -298 -2%
Truist Financial
222
Truist Financial
North Carolina
$754K +$82K +1,866 +12%
Bessemer Group
223
Bessemer Group
New Jersey
$734K -$54.3K -1,235 -7%
WWA
224
WCG Wealth Advisors
Nevada
$730K +$730K +16,606 New
LNC
225
Lincoln National Corp
Pennsylvania
$703K +$71.4K +1,625 +11%