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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

461 hedge funds and large institutions have $5.75B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 207 increasing their positions, 142 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+27
Holders Change %
+6.22%
% of All Funds
7.27%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
51
Increased
207
Reduced
142
Closed
20
Calls
$1.62M
Puts
$9K
Net Calls
+$1.61M
Net Calls Change
+$1.61M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.67B
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
LPL Financial
3
LPL Financial
California
$472M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$92.4M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$49.6M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$33.6M
2
PAG
2
Private Advisor Group
New Jersey
$55.4M
3
ACM
3
AlphaStar Capital Management
North Carolina
$27.9M
4
TA
4
Tiedemann Advisors
New York
$266M
5
MCC
5
Money Concepts Capital
Florida
$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Apollon Wealth Management
South Carolina
$814K -$365K -7,951 -31%
SIAS
227
Summit Investment Advisory Services
Minnesota
$813K +$12.3K +267 +2%
CCFCSB
228
Cape Cod Five Cents Savings Bank
Massachusetts
$811K +$1.15K +25 +0.1%
RCM
229
Raleigh Capital Management
North Carolina
$810K -$5.46K -119 -0.7%
WWA
230
WCG Wealth Advisors
Nevada
$802K +$40.2K +876 +5%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$799K +$799K +17,452 New
Truist Financial
232
Truist Financial
North Carolina
$788K +$321 +7 +0%
BFA
233
Bill Few Associates
Pennsylvania
$788K +$143K +3,123 +22%
Bessemer Group
234
Bessemer Group
New Jersey
$767K – – –
JPG
235
Jordan Park Group
California
$766K -$33.6K -733 -4%
CW
236
CreativeOne Wealth
Kansas
$760K -$711K -15,482 -48%
IC
237
IEQ Capital
California
$737K -$283K -6,167 -28%
QWM
238
QP Wealth Management
New Jersey
$734K +$29.6K +646 +4%
OGF
239
Orin Green Financial
California
$729K -$2.02K -44 -0.3%
NWMG
240
National Wealth Management Group
Ohio
$699K +$699K +14,974 New
APP
241
Avantax Planning Partners
Iowa
$685K +$92 +2 +0%
LA
242
Lifeworks Advisors
Michigan
$684K -$35.9K -782 -5%
FFW
243
Fusion Family Wealth
New York
$683K – – –
PWM
244
Penobscot Wealth Management
Maine
$666K +$23.9K +521 +4%
LWM
245
Laidlaw Wealth Management
New York
$662K -$15.7K -342 -2%
TFCP
246
Twin Focus Capital Partners
Massachusetts
$661K – – –
TA
247
TKG Advisors
Indiana
$654K +$6.24K +136 +1%
GL
248
Graypoint LLC
New York
$644K -$27.4K -597 -4%
CAG
249
Csenge Advisory Group
Florida
$641K -$10.6K -232 -2%
CWM
250
Congress Wealth Management
Massachusetts
$629K +$17.9K +391 +3%
8 9
10
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