SPMD icon

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 %
CB
301
Commerce Bank
Missouri
$492K – – –
FWP
302
Falcon Wealth Planning
California
$484K – – –
CCM
303
Coldstream Capital Management
Washington
$478K +$4.9K +112 +1%
IAG
304
Investmark Advisory Group
Connecticut
$474K – – –
WFAG
305
Worth Financial Advisory Group
North Carolina
$469K +$31K +708 +7%
STA
306
Summit Trail Advisors
New York
$466K – – –
CIAS
307
CFS Investment Advisory Services
New Jersey
$455K +$33.7K +770 +8%
SIC
308
Sterling Investment Counsel
New York
$455K -$9.02K -206 -2%
HPA
309
High Probability Advisors
New York
$454K +$454K +10,379 New
IC
310
IEQ Capital
California
$452K -$251K -5,730 -36%
BWFA
311
Baltimore-Washington Financial Advisors
Maryland
$448K -$6.7K -153 -1%
CFS
312
Commonwealth Financial Services
West Virginia
$447K +$447K +10,219 New
AWA
313
Arkadios Wealth Advisors
Georgia
$446K +$11.4K +260 +3%
TFP
314
Tilia Fiduciary Partners
North Carolina
$446K +$86.4K +1,973 +24%
NFP
315
Narus Financial Partners
Utah
$444K -$53K -1,210 -11%
OWA
316
Outlook Wealth Advisors
Texas
$444K -$8.5K -194 -2%
PA
317
PFG Advisors
Arizona
$433K +$181K +4,136 +72%
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$426K +$99.4K +2,267 +30%
TSS
319
Two Sigma Securities
New York
$425K +$425K +9,710 New
RPCONE
320
Retirement Planning Company of New England
Rhode Island
$417K -$67.4K -1,540 -14%
CIA
321
Compass Ion Advisors
Pennsylvania
$417K +$27.5K +628 +7%
AMM
322
American Money Management
California
$413K -$19.4K -442 -4%
FPW
323
Flagship Private Wealth
Massachusetts
$408K +$18.1K +414 +5%
CGFA
324
Colton Groome Financial Advisors
North Carolina
$399K -$16.6K -380 -4%
AP
325
Americana Partners
Texas
$392K +$392K +8,961 New
11 12
13
14 15