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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 %
HAS
251
HBW Advisory Services
California
$733K +$278K +6,357 +61%
Bessemer Group
252
Bessemer Group
New Jersey
$732K – – –
NA
253
Nottingham Advisors
New York
$717K +$130K +2,961 +22%
WJWM
254
Williams Jones Wealth Management
New York
$711K -$254K -5,798 -26%
JPG
255
Jordan Park Group
California
$704K -$26.4K -603 -4%
KWM
256
Kingsview Wealth Management
Oregon
$696K -$536K -12,249 -44%
OGF
257
Orin Green Financial
California
$689K -$6.79K -155 -1%
USCWA
258
U.S. Capital Wealth Advisors
Texas
$687K +$246K +5,628 +56%
NWMG
259
National Wealth Management Group
Ohio
$687K +$31.5K +720 +5%
FC
260
Financial Consulate
Maryland
$684K -$237K -5,414 -26%
PTC
261
Private Trust Company
Ohio
$674K +$211K +4,826 +46%
TA
262
TKG Advisors
Indiana
$667K +$42.7K +974 +7%
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$665K -$194K -4,430 -23%
CW
264
CreativeOne Wealth
Kansas
$655K -$70K -1,598 -10%
FFW
265
Fusion Family Wealth
New York
$652K – – –
PWM
266
Penobscot Wealth Management
Maine
$652K +$16.9K +386 +3%
KFI
267
Key Financial Inc
Pennsylvania
$639K +$444K +10,150 +229%
AWM
268
Avior Wealth Management
Nebraska
$638K +$255K +5,826 +67%
TFCP
269
Twin Focus Capital Partners
Massachusetts
$631K – – –
LA
270
Lifeworks Advisors
Michigan
$625K -$27.5K -628 -4%
CAG
271
Csenge Advisory Group
Florida
$619K +$8.06K +184 +1%
SCP
272
Stevens Capital Partners
Nebraska
$619K +$97.7K +2,232 +19%
GL
273
Graypoint LLC
New York
$615K – – –
CAM
274
Cresset Asset Management
Illinois
$606K +$165K +3,767 +37%
APP
275
Avantax Planning Partners
Iowa
$601K -$53K -1,211 -8%
9 10
11
12 13