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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 %
CWM
276
Congress Wealth Management
Massachusetts
$597K -$2.8K -64 -0.5%
QWM
277
QP Wealth Management
New Jersey
$596K -$104K -2,378 -15%
WPC
278
White Pine Capital
Minnesota
$592K +$188K +4,300 +47%
ACA
279
Aptus Capital Advisors
Alabama
$588K +$567K +12,940 +2,701%
WA
280
Waddell & Associates
Tennessee
$586K -$876 -20 -0.1%
SAS
281
SMI Advisory Services
Indiana
$583K +$583K +13,618 New
RSA
282
River Street Advisors
Illinois
$575K -$17.1K -391 -3%
VC
283
Vicus Capital
Pennsylvania
$567K +$36K +822 +7%
FIM
284
Fernwood Investment Management
Massachusetts
$565K -$12K -275 -2%
SMC
285
Smith, Moore & Co
Missouri
$549K -$15.5K -354 -3%
HVIA
286
Hudson Valley Investment Advisors
New York
$546K -$2.76K -63 -0.5%
ICG
287
InterOcean Capital Group
Tennessee
$540K +$337K +7,692 +166%
CSPIA
288
Cary Street Partners Investment Advisory
Virginia
$539K +$102K +2,322 +23%
ZCM
289
Ziegler Capital Management
Illinois
$538K +$538K +12,292 New
GWM
290
GSB Wealth Management
Connecticut
$535K +$2.37K +54 +0.4%
NSAM
291
North Star Asset Management
Wisconsin
$532K +$532K +12,156 New
Renaissance Technologies
292
Renaissance Technologies
New York
$530K +$329K +7,500 +163%
SMA
293
Sage Mountain Advisors
Georgia
$530K -$13.6K -310 -2%
SCM
294
SOL Capital Management
Maryland
$517K +$517K +11,805 New
EFS
295
Econ Financial Services
Pennsylvania
$516K -$1.99M -45,462 -79%
APW
296
Austin Private Wealth
Texas
$512K +$19.4K +442 +4%
EFL
297
ERn Financial LLC
Wisconsin
$509K -$10.9K -249 -2%
RCA
298
Ranch Capital Advisors
Florida
$499K +$47.2K +1,078 +10%
BCM
299
Brookstone Capital Management
Illinois
$495K -$20.2K -477 -4%
BG
300
Benedetti & Gucer
Georgia
$492K +$149K +3,398 +43%
10 11
12
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