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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
0.65%
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 %
GS
276
GTS Securities
New York
$795K +$795K +16,322 New
TA
277
TKG Advisors
Indiana
$791K +$48.9K +1,003 +7%
WJWM
278
Williams Jones Wealth Management
New York
$791K – – –
JPG
279
Jordan Park Group
California
$783K – – –
NWMG
280
National Wealth Management Group
Ohio
$777K +$12K +247 +2%
HGERS
281
Householder Group Estate & Retirement Specialist
Arizona
$775K -$648K -13,295 -46%
LCGC
282
Legacy Capital Group California
California
$774K +$774K +15,895 New
DWM
283
Denver Wealth Management
Colorado
$772K +$353K +7,254 +84%
PWM
284
Penobscot Wealth Management
Maine
$748K +$22.3K +457 +3%
T
285
Tidemark
California
$747K +$747K +15,327 New
Truist Financial
286
Truist Financial
North Carolina
$737K -$87K -1,785 -11%
SCP
287
Stevens Capital Partners
Nebraska
$737K +$47.8K +981 +7%
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
$729K -$10.6K -218 -1%
FFW
289
Fusion Family Wealth
New York
$725K – – –
CIR
290
Clear Investment Research
Georgia
$714K +$714K +14,659 New
OGF
291
Orin Green Financial
California
$709K -$57.3K -1,176 -7%
TFCP
292
Twin Focus Capital Partners
Massachusetts
$702K – – –
CFMC
293
Curbstone Financial Management Corp
New Hampshire
$702K +$702K +14,400 New
OWA
294
Outlook Wealth Advisors
Texas
$698K +$204K +4,190 +41%
LA
295
Lifeworks Advisors
Michigan
$696K – – –
FIM
296
Fernwood Investment Management
Massachusetts
$693K +$64.5K +1,324 +10%
CAG
297
Csenge Advisory Group
Florida
$686K -$2.68K -55 -0.4%
GL
298
Graypoint LLC
New York
$684K – – –
MWM
299
MGB Wealth Management
Texas
$680K +$680K +13,952 New
APP
300
Avantax Planning Partners
Iowa
$668K -$731 -15 -0.1%
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