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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

484 hedge funds and large institutions have $5.89B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+23
Holders Change %
+4.99%
% of All Funds
7.72%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
54
Increased
207
Reduced
165
Closed
28
Calls
$108K
Puts
$4K
Net Calls
+$104K
Net Calls Change
-$1.5M

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$97.2M
2
Creative Planning
2
Creative Planning
Kansas
$2.62B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$114M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$23.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$24.4M
2
GLA
2
Good Life Advisors
Pennsylvania
$22.6M
3
RWM
3
Reston Wealth Management
Virginia
$15M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27.6M
5
TFA
5
TPG Financial Advisors
Oregon
$5.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
226
Wedmont Private Capital
Pennsylvania
$945K – – –
FAIM
227
Financial Advocates Investment Management
Washington
$927K +$51.9K +1,184 +6%
FPWM
228
FSB Premier Wealth Management
Iowa
$911K -$37.5K -857 -4%
MAM
229
MMA Asset Management
Pennsylvania
$906K +$36.1K +825 +4%
FC
230
Forte Capital
New York
$900K -$22.2K -506 -2%
TWM
231
Trinity Wealth Management
Pennsylvania
$884K +$884K +20,183 New
BFA
232
Bill Few Associates
Pennsylvania
$880K +$128K +2,926 +17%
CA
233
Cetera Advisors
Colorado
$873K +$529K +12,069 +153%
RCM
234
Raleigh Capital Management
North Carolina
$871K +$98K +2,239 +13%
AWA
235
Alaska Wealth Advisors
Alaska
$856K -$12.7K -291 -1%
BWG
236
Beta Wealth Group
California
$843K +$6.96K +159 +0.8%
FMN
237
Financial Management Network
California
$831K -$40.5K -948 -5%
FLPIM
238
F.L. Putnam Investment Management
Massachusetts
$821K -$94.7K -2,162 -10%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$819K +$58.7K +1,348 +8%
ACP
240
Aveo Capital Partners
Colorado
$813K -$10.3K -235 -1%
DSC
241
Duncker Streett & Co
Missouri
$806K – – –
AFG
242
Arkansas Financial Group
Arkansas
$800K -$152K -3,461 -16%
AWM
243
Axxcess Wealth Management
California
$798K -$164K -3,751 -17%
KCPG
244
Kavar Capital Partners Group
Kansas
$793K +$450K +10,266 +131%
1WM
245
1900 Wealth Management
Texas
$792K +$792K +18,096 New
SIAS
246
Summit Investment Advisory Services
Minnesota
$791K +$14.7K +335 +2%
BCFS
247
Butensky & Cohen Financial Security
Florida
$788K -$8.76K -200 -1%
ECM
248
Evergreen Capital Management
Washington
$780K – – –
AWS
249
Atria Wealth Solutions
New York
$769K -$1.59M -36,230 -67%
Truist Financial
250
Truist Financial
North Carolina
$741K -$10.6K -242 -1%
8 9
10
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