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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 %
SIC
276
Sterling Investment Counsel
New York
$486K +$46.2K +1,006 +10%
PTC
277
Private Trust Company
Ohio
$485K -$23.9K -520 -5%
FTUS
278
Flow Traders U.S.
New York
$483K -$391K -8,526 -45%
BWFA
279
Baltimore-Washington Financial Advisors
Maryland
$477K -$543K -11,842 -53%
HAS
280
HBW Advisory Services
California
$476K +$476K +10,377 New
OWA
281
Outlook Wealth Advisors
Texas
$474K -$10.9K -237 -2%
RCA
282
Ranch Capital Advisors
Florida
$474K +$54.1K +1,178 +13%
USCWA
283
U.S. Capital Wealth Advisors
Texas
$462K – – –
CAM
284
Cresset Asset Management
Illinois
$462K +$185K +4,034 +67%
WFAG
285
Worth Financial Advisory Group
North Carolina
$459K +$8.63K +188 +2%
CSPIA
286
Cary Street Partners Investment Advisory
Virginia
$458K -$40.1K -873 -8%
AWA
287
Arkadios Wealth Advisors
Georgia
$455K +$17.4K +379 +4%
AMM
288
American Money Management
California
$453K +$872 +19 +0.2%
SFG
289
Sovereign Financial Group
Connecticut
$446K -$4.22K -92 -0.9%
CIAS
290
CFS Investment Advisory Services
New Jersey
$442K +$2.57K +56 +0.6%
CCG
291
Capital CS Group
California
$438K +$438K +9,543 New
CGFA
292
Colton Groome Financial Advisors
North Carolina
$436K +$8.95K +195 +2%
DI
293
DFPG Investments
Utah
$427K -$13.8K -290 -3%
WPC
294
White Pine Capital
Minnesota
$423K +$55.6K +1,211 +15%
FPW
295
Flagship Private Wealth
Massachusetts
$409K -$68.5K -1,492 -14%
CIA
296
Compass Ion Advisors
Pennsylvania
$408K +$1.74K +38 +0.4%
DI
297
Diligent Investors
California
$407K +$46 +1 +0%
AWM
298
Avior Wealth Management
Nebraska
$401K -$38.5K -838 -9%
OCM
299
Orion Capital Management
California
$400K – – –
BFM
300
Boston Financial Management
Massachusetts
$390K – – –
10 11
12
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