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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.

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

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$264M
2
AA
2
ACT Advisors
North Carolina
$0
3
IA
3
IFP Advisors
Florida
$3.12M
4
Ameriprise
4
Ameriprise
Minnesota
$16.6M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
251
Narus Financial Partners
Utah
$541K -$35.3K -804 -6%
ISWM
252
Independent Solutions Wealth Management
New York
$538K -$34.8K -792 -6%
NA
253
Nottingham Advisors
New York
$535K +$82.7K +1,883 +18%
AWS
254
Atria Wealth Solutions
New York
$530K +$300K +6,826 +130%
EFL
255
ERn Financial LLC
Wisconsin
$530K +$8.96K +204 +2%
VC
256
Vicus Capital
Pennsylvania
$513K +$48.3K +1,099 +10%
DA
257
Detalus Advisors
Missouri
$512K -$415K -9,442 -45%
IAG
258
Investmark Advisory Group
Connecticut
$508K – – –
FWP
259
Falcon Wealth Planning
California
$505K -$4.17K -95 -0.8%
CB
260
Commerce Bank
Missouri
$502K -$18K -410 -3%
AWM
261
Axxcess Wealth Management
California
$488K +$63.9K +1,455 +15%
PTC
262
Private Trust Company
Ohio
$488K +$152K +3,466 +45%
HVIA
263
Hudson Valley Investment Advisors
New York
$486K +$37.1K +844 +8%
PP
264
Pegasus Partners
Wisconsin
$486K -$36K -820 -7%
CCM
265
Coldstream Capital Management
Washington
$479K – – –
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$477K +$2.55K +58 +0.5%
APW
267
Austin Private Wealth
Texas
$469K +$152K +3,462 +48%
RPCONE
268
Retirement Planning Company of New England
Rhode Island
$468K +$37.6K +855 +9%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$466K -$351K -7,985 -43%
OWA
270
Outlook Wealth Advisors
Texas
$464K +$464K +10,560 New
FPW
271
Flagship Private Wealth
Massachusetts
$457K -$49.1K -1,118 -10%
TSS
272
Two Sigma Securities
New York
$449K +$449K +10,224 New
USCWA
273
U.S. Capital Wealth Advisors
Texas
$443K +$40.7K +927 +10%
AMM
274
American Money Management
California
$433K +$35.2K +800 +9%
WFAG
275
Worth Financial Advisory Group
North Carolina
$432K +$967 +22 +0.2%
9 10
11
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