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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 %
EFL
301
ERn Financial LLC
Wisconsin
$659K +$107K +2,245 +19%
WPC
302
White Pine Capital
Minnesota
$658K – – –
AF
303
Apollon Financial
South Carolina
$655K +$655K +13,451 New
RSA
304
River Street Advisors
Illinois
$650K +$10.1K +208 +2%
SIC
305
Sterling Investment Counsel
New York
$644K +$138K +2,830 +27%
SMC
306
Smith, Moore & Co
Missouri
$633K +$22.8K +468 +4%
TFP
307
Tilia Fiduciary Partners
North Carolina
$624K +$128K +2,637 +26%
ACA
308
Aptus Capital Advisors
Alabama
$622K -$31.9K -654 -5%
RPCONE
309
Retirement Planning Company of New England
Rhode Island
$620K +$156K +3,193 +33%
VC
310
Vicus Capital
Pennsylvania
$605K -$26.4K -541 -4%
ZCM
311
Ziegler Capital Management
Illinois
$601K +$2.63K +54 +0.4%
SAS
312
SMI Advisory Services
Indiana
$596K -$55.7K -1,165 -9%
SMA
313
Sage Mountain Advisors
Georgia
$589K – – –
FEG
314
Financial Enhancement Group
Indiana
$589K -$1.13M -24,035 -66%
RCA
315
Ranch Capital Advisors
Florida
$580K +$25.1K +516 +5%
OWA
316
Octavia Wealth Advisors
Ohio
$580K +$580K +11,910 New
SAI
317
Savvy Advisors Inc
New York
$569K +$569K +11,671 New
HIF
318
Hill Island Financial
Michigan
$568K +$568K +11,650 New
GWM
319
GSB Wealth Management
Connecticut
$557K -$37.7K -773 -6%
CB
320
Commerce Bank
Missouri
$547K – – –
CCM
321
Coldstream Capital Management
Washington
$546K +$13.9K +285 +3%
ASN
322
Advisory Services Network
Georgia
$545K +$126K +2,589 +30%
WFAG
323
Worth Financial Advisory Group
North Carolina
$543K +$20.7K +425 +4%
APW
324
Austin Private Wealth
Texas
$542K -$27.3K -561 -5%
HVIA
325
Hudson Valley Investment Advisors
New York
$541K -$59.3K -1,232 -10%
11 12
13
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