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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 %
SFC
251
Strategic Financial Concepts
Texas
$628K +$628K +13,684 New
RSA
252
River Street Advisors
Illinois
$621K +$21.5K +469 +4%
NA
253
Nottingham Advisors
New York
$616K +$56.6K +1,234 +10%
WA
254
Waddell & Associates
Tennessee
$615K -$2.89K -63 -0.5%
T
255
TRUADVICE
Florida
$605K +$15.8K +338 +3%
FIM
256
Fernwood Investment Management
Massachusetts
$605K – – –
SMC
257
Smith, Moore & Co
Missouri
$591K +$1.61K +35 +0.3%
HVIA
258
Hudson Valley Investment Advisors
New York
$576K +$67.9K +1,479 +13%
SMA
259
Sage Mountain Advisors
Georgia
$569K -$10.6K -232 -2%
ISWM
260
Independent Solutions Wealth Management
New York
$559K -$3.44K -75 -0.6%
GWM
261
GSB Wealth Management
Connecticut
$558K -$3.58M -77,943 -87%
VC
262
Vicus Capital
Pennsylvania
$557K +$21K +457 +4%
BCM
263
Brookstone Capital Management
Illinois
$554K -$30K -658 -5%
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$547K +$59.7K +1,300 +12%
SCP
265
Stevens Capital Partners
Nebraska
$547K -$44.3K -965 -7%
EFL
266
ERn Financial LLC
Wisconsin
$544K -$9.27K -202 -2%
SPC
267
Sigma Planning Corp
Michigan
$539K +$282K +6,144 +110%
NFP
268
Narus Financial Partners
Utah
$520K -$44.6K -971 -8%
APW
269
Austin Private Wealth
Texas
$516K +$27K +589 +6%
CB
270
Commerce Bank
Missouri
$515K -$9.22K -201 -2%
RPCONE
271
Retirement Planning Company of New England
Rhode Island
$508K +$19.5K +424 +4%
FWP
272
Falcon Wealth Planning
California
$507K -$20.6K -448 -4%
IAG
273
Investmark Advisory Group
Connecticut
$496K -$34.4K -750 -6%
CCM
274
Coldstream Capital Management
Washington
$496K -$4.59K -100 -0.9%
STA
275
Summit Trail Advisors
New York
$488K +$488K +10,637 New
9 10
11
12 13