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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

547 hedge funds and large institutions have $4.16B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 225 increasing their positions, 159 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+63
Holders Change %
+13.02%
% of All Funds
8.02%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
103
Increased
225
Reduced
159
Closed
28
Calls
$175K
Puts
–
Net Calls
+$175K
Net Calls Change
+$71K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$155M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$85.1M
3
LPL Financial
LPL Financial
California
+$35.8M
4
OFS
OneAscent Financial Services
Alabama
+$32.2M
5
AWM
AE Wealth Management
Kansas
+$20.4M

Top Sellers

1
GWP
Gateway Wealth Partners
Wisconsin
-$32.4M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$23.8M
3
FIA
Foundations Investment Advisors
Arizona
-$11.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.72M
5
APWA
Atlas Private Wealth Advisors
New Jersey
-$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$1.2M -$7.89K -162 -0.7%
SLC
227
Second Line Capital
Louisiana
$1.2M +$1.2M +24,591 New
IWMA
228
Ironwood Wealth Management (Arizona)
Arizona
$1.19M -$17.4K -357 -1%
RWP
229
Revolve Wealth Partners
New Jersey
$1.15M -$12.5K -257 -1%
PWP
230
Precedent Wealth Partners
Texas
$1.15M +$1.15M +23,644 New
SIAS
231
Summit Investment Advisory Services
Minnesota
$1.14M +$264K +5,422 +30%
AWA
232
Alaska Wealth Advisors
Alaska
$1.13M +$181K +3,718 +19%
CSPIA
233
Cary Street Partners Investment Advisory
Virginia
$1.13M +$531K +10,905 +89%
Renaissance Technologies
234
Renaissance Technologies
New York
$1.13M +$541K +11,100 +92%
SAA
235
Southeast Asset Advisors
Georgia
$1.12M – – –
AWM
236
Axxcess Wealth Management
California
$1.1M +$212K +4,349 +24%
MAM
237
MMA Asset Management
Pennsylvania
$1.09M +$81.5K +1,672 +8%
FAIM
238
Financial Advocates Investment Management
Washington
$1.09M +$66.9K +1,386 +7%
WP
239
WealthPLAN Partners
Nebraska
$1.07M +$4.97K +102 +0.5%
WWA
240
WCG Wealth Advisors
Nevada
$1.07M -$389K -7,983 -27%
Jane Street
241
Jane Street
New York
$1.07M -$1.29M -26,401 -55%
TWM
242
Trinity Wealth Management
Pennsylvania
$1.07M +$81.8K +1,678 +8%
WA
243
Waddell & Associates
Tennessee
$1.06M +$412K +8,462 +63%
RCM
244
Raleigh Capital Management
North Carolina
$1.06M +$87K +1,786 +9%
CCFM
245
Clear Creek Financial Management
Washington
$1.04M -$104K -2,133 -9%
FPWM
246
FSB Premier Wealth Management
Iowa
$1.04M +$27K +555 +3%
RFS
247
Richardson Financial Services
Massachusetts
$1.02M +$1.02M +20,998 New
RCAG
248
Rehmann Capital Advisory Group
Michigan
$1.01M +$91.8K +1,884 +10%
FC
249
Forte Capital
New York
$992K -$9.01K -185 -0.9%
MWAM
250
Manhattan West Asset Management
California
$978K -$276K -5,671 -22%
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