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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 %
BWG
251
Beta Wealth Group
California
$977K +$38.4K +788 +4%
CCFCSB
252
Cape Cod Five Cents Savings Bank
Massachusetts
$964K -$758K -15,561 -44%
AG
253
Ascent Group
Virginia
$951K -$191K -3,840 -17%
AF
254
Aldebaran Financial
$943K -$224K -4,606 -19%
Financial Engines Advisors
255
Financial Engines Advisors
California
$940K -$1.01M -20,780 -52%
AQR Capital Management
256
AQR Capital Management
Connecticut
$936K +$936K +19,212 New
KFI
257
Key Financial Inc
Pennsylvania
$925K +$214K +4,388 +30%
HAS
258
HBW Advisory Services
California
$919K +$103K +2,120 +13%
CA
259
Cetera Advisors
Colorado
$916K -$55.7K -1,143 -6%
AWS
260
Atria Wealth Solutions
New York
$901K +$45.6K +935 +5%
FMN
261
Financial Management Network
California
$898K -$26.8K -564 -3%
DSC
262
Duncker Streett & Co
Missouri
$896K +$49 +1 +0%
CAM
263
Cresset Asset Management
Illinois
$892K +$218K +4,481 +32%
BCFS
264
Butensky & Cohen Financial Security
Florida
$879K +$3.12K +64 +0.4%
FTUS
265
Flow Traders U.S.
New York
$873K -$270K -5,552 -24%
ECM
266
Evergreen Capital Management
Washington
$868K – – –
KAS
267
Kestra Advisory Services
Texas
$865K +$456K +9,364 +112%
ACP
268
Aveo Capital Partners
Colorado
$858K -$45.8K -940 -5%
KWM
269
Kingsview Wealth Management
Oregon
$833K +$57.9K +1,189 +7%
FFN
270
Focus Financial Network
Minnesota
$820K +$820K +16,833 New
PTC
271
Private Trust Company
Ohio
$817K +$66.6K +1,368 +9%
Bessemer Group
272
Bessemer Group
New Jersey
$814K – – –
FLPIM
273
F.L. Putnam Investment Management
Massachusetts
$812K -$101K -2,067 -11%
UWM
274
USAdvisors Wealth Management
Minnesota
$810K -$745K -15,289 -48%
AFG
275
Arkansas Financial Group
Arkansas
$808K -$82.2K -1,688 -9%
9 10
11
12 13