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SPDR Portfolio S&P 400 Mid Cap ETF

428 hedge funds and large institutions have $6.42B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.91%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.52%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.39M
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$2.2B 51,729,166 +3,334,879 +7%
AWA
2
Arete Wealth Advisors
Illinois
$1.83B 43,128 -2,184 -5%
LPL Financial
3
LPL Financial
California
$389M 9,152,654 +450,565 +5%
TA
4
Tiedemann Advisors
New York
$289M 6,791,690 -43,457 -0.6%
VA
5
Valmark Advisers
Ohio
$215M 5,067,367 -2,141,115 -30%
B
6
Bridgeworth
Alabama
$65.9M 1,551,325 +1,381,769 +815%
RA
7
RFG Advisory
Alabama
$52.2M 1,100,250 +233,394 +27%
AOI
8
Auto-Owners Insurance
Michigan
$44.2M 1,040,000 +1,040,000 New
SPWG
9
Syntegra Private Wealth Group
Missouri
$44M 1,036,294 +1,036,294 New
Morgan Stanley
10
Morgan Stanley
New York
$42.8M 1,007,263 -137,937 -12%
GWP
11
Gateway Wealth Partners
Wisconsin
$42.6M 1,003,174 +1,003,174 New
HighTower Advisors
12
HighTower Advisors
Illinois
$39.2M 920,830 +229,939 +33%
WFPG
13
Waller Financial Planning Group
Ohio
$34M 800,886 +7,922 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$33M 776,360 -888,651 -53%
Wells Fargo
15
Wells Fargo
California
$30.7M 722,562 -16,760 -2%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$24.9M 585,495 +85,132 +17%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$24.9M 584,890 +9,315 +2%
AssetMark Inc
18
AssetMark Inc
California
$24.8M 584,510 -15,653 -3%
GLA
19
Good Life Advisors
Pennsylvania
$24.7M 580,565 +14,827 +3%
IA
20
IFP Advisors
Florida
$24.5M 293,118 -6,723 -2%
KOC
21
Koss-Olinger Consulting
Florida
$24M 565,835 -337,356 -37%
PWA
22
Peterson Wealth Advisors
Utah
$23.2M 546,543 +11,366 +2%
Ameriprise
23
Ameriprise
Minnesota
$22.1M 520,225 +263,580 +103%
AA
24
ACT Advisors
North Carolina
$22M 516,875 +516,875 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$21.7M 509,875 +492,645 +2,859%