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SPDR Portfolio S&P 400 Mid Cap ETF

152 hedge funds and large institutions have $622M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
30
Increased
78
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$227M 6,268,707 +3,006,615 +92%
SMM
2
Stadion Money Management
Georgia
$84M 2,324,994 -92,127 -4%
Ameriprise
3
Ameriprise
Minnesota
$61M 1,690,236 +1,610,766 +2,027%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.4M 507,689 +471,245 +1,293%
RJA
5
Raymond James & Associates
Florida
$14.5M 400,864 +23,362 +6%
CAL
6
Capital Analysts LLC
Pennsylvania
$9.79M 270,763 +27,585 +11%
PWA
7
Peterson Wealth Advisors
Utah
$9.32M 257,848 +14,837 +6%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$7.76M 214,580 +17,221 +9%
Morgan Stanley
9
Morgan Stanley
New York
$7.6M 210,353 +67,039 +47%
UBS Group
10
UBS Group
Switzerland
$7.56M 209,014 +29,853 +17%
SAM
11
Stringer Asset Management
Tennessee
$7.12M 197,026 +37,626 +24%
FI
12
FormulaFolio Investments
Michigan
$6.35M 175,548 +30,411 +21%
WI
13
WrapManager Inc
California
$5.79M 160,077 -4,015 -2%
SFG
14
StrategIQ Financial Group
Indiana
$5.75M 158,952 +16,877 +12%
PFA
15
Pure Financial Advisors
California
$5.61M 155,271 +155,271 New
MGIA
16
Moneta Group Investment Advisors
Missouri
$5.57M 154,015 +154,015 New
RA
17
RFG Advisory
Alabama
$5.53M 152,924 -101,977 -40%
WAS
18
Winch Advisory Services
Wisconsin
$5.38M 148,827 +678 +0.5%
IA
19
IFP Advisors
Florida
$5.08M 140,599 +50,325 +56%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.41M 122,048 +35,021 +40%
ACI
21
Alpha Cubed Investments
California
$4.41M 132,378 +132,378 New
JWM
22
Jackson Wealth Management
Florida
$4.05M 111,921 -1,503 -1%
CF
23
Copperwynd Financial
Arizona
$3.43M 94,777 +11,683 +14%
William Blair & Company
24
William Blair & Company
Illinois
$3.42M 94,635 -14,050 -13%
CFGF
25
Compass Financial Group (Florida)
Florida
$3.36M 92,900 +2,240 +2%