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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 %
JPMPWA
301
J.P. Morgan Private Wealth Advisors
California
$387K -$5.51K -120 -1%
CA
302
Continuum Advisory
Idaho
$385K -$1.88K -41 -0.5%
VBFP
303
Valtinson Bruner Financial Planning
Minnesota
$382K -$11.7K -254 -3%
TFP
304
Tilia Fiduciary Partners
North Carolina
$377K +$99K +2,157 +36%
KFS
305
Kelly Financial Services
Massachusetts
$375K +$12.4K +271 +3%
GA
306
Goldstein Advisors
Wisconsin
$367K +$2.43K +53 +0.7%
MA
307
MONECO Advisors
Connecticut
$363K +$73K +1,591 +25%
ASN
308
Advisory Services Network
Georgia
$362K +$119K +2,596 +49%
OSNBOA
309
Old Second National Bank of Aurora
Illinois
$362K +$104K +2,267 +40%
CA
310
Cetera Advisors
Colorado
$361K +$361K +7,866 New
BG
311
Benedetti & Gucer
Georgia
$360K -$80.9K -1,763 -18%
KCPG
312
Kavar Capital Partners Group
Kansas
$359K – – –
PAG
313
Paladin Advisory Group
Iowa
$355K -$7.8K -170 -2%
EW
314
Evoke Wealth
California
$354K – – –
LFAS
315
Level Four Advisory Services
Texas
$353K -$4.36K -95 -1%
GWAG
316
Garrett Wealth Advisory Group
Texas
$347K +$2.94K +64 +0.9%
IWN
317
Independent Wealth Network
Iowa
$344K +$51.9K +1,130 +18%
CCM
318
Crew Capital Management
Ohio
$342K -$36.8K -801 -10%
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$342K +$342K +7,453 New
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$335K -$3.49M -76,136 -91%
BWM
321
BCS Wealth Management
Tennessee
$327K +$42.1K +916 +15%
SPA
322
Sentinel Pension Advisors
Massachusetts
$318K +$1.29K +28 +0.4%
Chevy Chase Trust
323
Chevy Chase Trust
Maryland
$312K -$75.6K -1,648 -20%
BW
324
Bison Wealth
Georgia
$309K +$1.38K +30 +0.4%
WSTAM
325
Wilbanks Smith & Thomas Asset Management
Virginia
$309K – – –
11 12
13
14 15