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SPDR Portfolio S&P 400 Mid Cap ETF

232 hedge funds and large institutions have $2.1B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 21 closing their positions.

Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
30
Increased
81
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$818M 25,057,915 +2,252,313 +10%
VA
2
Valmark Advisers
Ohio
$258M 7,916,423 -277,911 -3%
TA
3
Tiedemann Advisors
New York
$247M 7,570,189 +20,443 +0.3%
LPL Financial
4
LPL Financial
California
$93.3M 2,860,154 +697,623 +32%
UBS Group
5
UBS Group
Switzerland
$71M 2,175,315 -227,892 -9%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$28M 858,718 +270,492 +46%
Wells Fargo
7
Wells Fargo
California
$27.4M 839,207 +103,039 +14%
WFPG
8
Waller Financial Planning Group
Ohio
$21.3M 651,299 +14,879 +2%
MWPCG
9
Measured Wealth Private Client Group
New Hampshire
$21.1M 647,533 +91,068 +16%
PAG
10
Private Advisor Group
New Jersey
$20.6M 630,809 +151,674 +32%
AssetMark Inc
11
AssetMark Inc
California
$20M 611,398 +11,509 +2%
Morgan Stanley
12
Morgan Stanley
New York
$19.7M 602,692 +13,295 +2%
HI
13
Horizon Investments
North Carolina
$19.1M 583,890 +332,055 +132%
GLA
14
Good Life Advisors
Pennsylvania
$17.6M 538,228 +47,698 +10%
FWM
15
Frontier Wealth Management
Missouri
$16.9M 519,055 -7,796 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$16.3M 500,190 +37,695 +8%
PWA
17
Peterson Wealth Advisors
Utah
$13.6M 417,983 -1,211 -0.3%
MHS
18
M Holdings Securities
Oregon
$12.1M 369,785 -2,512 -0.7%
RA
19
RFG Advisory
Alabama
$9.94M 304,698 +16,525 +6%
FFS
20
Founders Financial Securities
Maryland
$9.55M 292,647 +31,745 +12%
Bank of America
21
Bank of America
North Carolina
$9.47M 290,357 -16,191 -5%
EDRIA
22
Edmonds Duncan Registered Investment Advisors
Kansas
$9.21M 282,387 +29,972 +12%
Ameriprise
23
Ameriprise
Minnesota
$8.96M 274,959 +21,096 +8%
Osaic Holdings
24
Osaic Holdings
Arizona
$8.68M 266,120 +22,023 +9%
OIA
25
OneDigital Investment Advisors
Kansas
$8.57M 262,487 -2,405 -0.9%