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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

434 hedge funds and large institutions have $5.04B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 139 reducing their positions, and 38 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
6.95%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.54%
New
54
Increased
189
Reduced
139
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.36B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$70.1M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$48.4M
4
ACM
4
AlphaStar Capital Management
North Carolina
$36.5M
5
FIBT
5
First International Bank & Trust
North Dakota
$18.9M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$264M
2
AA
2
ACT Advisors
North Carolina
$0
3
IA
3
IFP Advisors
Florida
$3.12M
4
Ameriprise
4
Ameriprise
Minnesota
$16.6M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
301
Level Four Advisory Services
Texas
$342K +$615 +14 +0.2%
EW
302
Evoke Wealth
California
$339K – – –
GWAG
303
Garrett Wealth Advisory Group
Texas
$329K +$6.37K +145 +2%
ACM
304
Altrius Capital Management
North Carolina
$303K -$75.8K -1,725 -20%
SIA
305
Strategic Investment Advisors
Michigan
$302K -$6.81K -155 -2%
SPA
306
Sentinel Pension Advisors
Massachusetts
$296K +$1.07K +25 +0.4%
WSTAM
307
Wilbanks Smith & Thomas Asset Management
Virginia
$295K -$733K -16,684 -71%
OPA
308
Old Port Advisors
Maine
$293K -$3.06K -70 -1%
IFPG
309
Intrepid Financial Planning Group
Indiana
$293K +$44 +1 +0%
SS
310
Simplicity Solutions
Minnesota
$291K -$39.1K -889 -12%
PA
311
PFG Advisors
Arizona
$288K -$6.55K -149 -2%
BW
312
Bison Wealth
Georgia
$286K +$3.07K +72 +1%
Empower Advisory Group
313
Empower Advisory Group
Colorado
$285K +$285K +6,478 New
IWN
314
Independent Wealth Network
Iowa
$280K +$15.1K +343 +6%
KAS
315
Kestra Advisory Services
Texas
$278K -$17.2K -392 -6%
MA
316
MONECO Advisors
Connecticut
$278K +$58.5K +1,331 +27%
HI
317
Harbour Investments
Wisconsin
$275K +$8.74K +199 +3%
BWM
318
BCS Wealth Management
Tennessee
$272K +$272K +6,199 New
BP
319
Ballentine Partners
Massachusetts
$267K – – –
TFP
320
Tilia Fiduciary Partners
North Carolina
$266K +$13.9K +316 +6%
CAM
321
Cresset Asset Management
Illinois
$265K -$18.2K -414 -6%
LWMNY
322
Landmark Wealth Management (New York)
New York
$261K -$2.15K -49 -0.8%
SFP
323
Strategic Financial Planning
Texas
$260K -$2.59K -59 -1%
SBH
324
Segall Bryant & Hamill
Illinois
$259K -$6.14K -140 -2%
ES
325
ETF Store
Kansas
$256K +$22.8K +530 +10%
11 12
13
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