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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

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
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$2.36B
2
HighTower Advisors
HighTower Advisors
Illinois
$70.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$48.4M
4
ACM
AlphaStar Capital Management
North Carolina
$36.5M
5
FIBT
First International Bank & Trust
North Dakota
$18.9M

Top Sellers

1
TA
Tiedemann Advisors
New York
$264M
2
AA
ACT Advisors
North Carolina
$0
3
IA
IFP Advisors
Florida
$3.12M
4
Ameriprise
Ameriprise
Minnesota
$16.6M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OGF
226
Orin Green Financial
California
$700K -$103K -2,355 -13%
LA
227
Lifeworks Advisors
Michigan
$689K +$689K +15,686 New
QWM
228
QP Wealth Management
New Jersey
$674K +$266K +6,065 +65%
APP
229
Avantax Planning Partners
Iowa
$656K -$439 -10 -0.1%
FFW
230
Fusion Family Wealth
New York
$654K – – –
LWM
231
Laidlaw Wealth Management
New York
$649K +$110K +2,500 +20%
GL
232
Graypoint LLC
New York
$643K -$9.32K -212 -1%
TFCP
233
Twin Focus Capital Partners
Massachusetts
$633K – – –
CAG
234
Csenge Advisory Group
Florida
$624K +$13.2K +301 +2%
TA
235
TKG Advisors
Indiana
$621K +$42.5K +968 +7%
BFA
236
Bill Few Associates
Pennsylvania
$617K +$348K +7,931 +130%
MWM
237
Modera Wealth Management
New Jersey
$616K -$41.5K -944 -6%
PWM
238
Penobscot Wealth Management
Maine
$615K -$26.5K -603 -4%
SAS
239
SMI Advisory Services
Indiana
$596K -$3.57K -84 -0.6%
WA
240
Waddell & Associates
Tennessee
$591K +$125K +2,855 +27%
CWM
241
Congress Wealth Management
Massachusetts
$585K -$27.2K -620 -4%
HGERS
242
Householder Group Estate & Retirement Specialist
Arizona
$579K +$579K +13,171 New
FIM
243
Fernwood Investment Management
Massachusetts
$579K – – –
EFS
244
Econ Financial Services
Pennsylvania
$578K -$573K -13,042 -50%
RSA
245
River Street Advisors
Illinois
$574K +$9.14K +208 +2%
SCP
246
Stevens Capital Partners
Nebraska
$566K +$3.56K +81 +0.6%
SMC
247
Smith, Moore & Co
Missouri
$565K +$15.5K +352 +3%
BCM
248
Brookstone Capital Management
Illinois
$563K -$111K -2,517 -16%
SMA
249
Sage Mountain Advisors
Georgia
$555K – – –
T
250
TRUADVICE
Florida
$551K +$39.9K +915 +8%
8 9
10
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