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SPDR Portfolio S&P 400 Mid Cap ETF

77 hedge funds and large institutions have $249M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 25 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
77
Holders Change
+49
Holders Change %
+175%
% of All Funds
1.75%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
50
Increased
25
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMM
1
Stadion Money Management
Georgia
$89.4M 2,679,213 +1,724,590 +181%
HI
2
Horizon Investments
North Carolina
$55.5M 1,650,930 +1,650,930 New
RJA
3
Raymond James & Associates
Florida
$10.8M 322,901 +322,901 New
CAL
4
Capital Analysts LLC
Pennsylvania
$8.11M 243,095 +162,062 +200%
PI
5
PFS Investments
Georgia
$6.31M 181,770 +181,770 New
SAM
6
Stringer Asset Management
Tennessee
$4.85M 145,404 +145,404 New
AIA
7
Allegis Investment Advisors
Idaho
$4.75M 142,402 +142,402 New
FFS
8
Founders Financial Securities
Maryland
$4.75M 142,428 +142,428 New
SFG
9
StrategIQ Financial Group
Indiana
$4.45M 133,403 +133,403 New
JWM
10
Jackson Wealth Management
Florida
$4.2M 123,530 +123,530 New
FI
11
FormulaFolio Investments
Michigan
$3.79M 113,497 +113,497 New
CCT
12
Chemung Canal Trust
New York
$3M 89,991 +59,994 +200%
CFGF
13
Compass Financial Group (Florida)
Florida
$2.8M 83,940 +83,940 New
ODCM
14
Old Dominion Capital Management
Virginia
$2.54M 76,252 +50,610 +197%
Northern Trust
15
Northern Trust
Illinois
$2.32M 69,525 +46,350 +200%
PWA
16
Peterson Wealth Advisors
Utah
$2.19M 65,620 +65,620 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2M 59,960 +59,960 New
FEG
18
Financial Enhancement Group
Indiana
$1.99M 59,619 +59,619 New
HighTower Advisors
19
HighTower Advisors
Illinois
$1.96M 58,340 +40,543 +228%
RA
20
RFG Advisory
Alabama
$1.89M 56,684 +56,684 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.85M 55,567 +55,567 New
BBA
22
Braun-Bostich & Associates
Pennsylvania
$1.8M 53,943 +53,943 New
UBS Group
23
UBS Group
Switzerland
$1.74M 52,121 +49,037 +1,590%
DSN
24
D. Scott Neal
Kentucky
$1.72M 51,551 +51,551 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.58M 47,346 +47,346 New