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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 %
CCM
326
Crabel Capital Management
California
$308K +$308K +6,710 New
WOSD
327
WFA of San Diego
California
$307K -$80.7K -1,758 -21%
Empower Advisory Group
328
Empower Advisory Group
Colorado
$307K +$9.32K +203 +3%
AC
329
Apella Capital
Connecticut
$306K +$306K +6,658 New
ES
330
ETF Store
Kansas
$297K +$13.2K +277 +5%
IFPG
331
Intrepid Financial Planning Group
Indiana
$297K -$9.04K -197 -3%
SIA
332
Strategic Investment Advisors
Michigan
$296K -$20.1K -438 -6%
ACM
333
Altrius Capital Management
North Carolina
$293K -$23.1K -503 -7%
BP
334
Ballentine Partners
Massachusetts
$279K – – –
PP
335
Pegasus Partners
Wisconsin
$276K -$231K -5,035 -46%
MCM
336
MAI Capital Management
Ohio
$276K +$276K +6,012 New
PWG
337
Portside Wealth Group
Utah
$274K +$274K +5,973 New
SFP
338
Strategic Financial Planning
Texas
$272K +$184 +4 +0.1%
LWMNY
339
Landmark Wealth Management (New York)
New York
$272K – – –
KAS
340
Kestra Advisory Services
Texas
$272K -$19.1K -416 -7%
SBH
341
Segall Bryant & Hamill
Illinois
$271K +$46 +1 +0%
KPWS
342
Kestra Private Wealth Services
Texas
$268K +$268K +5,834 New
HIIFS
343
Harel Insurance Investments & Financial Services
Israel
$267K – – –
PA
344
PFG Advisors
Arizona
$264K -$36.5K -795 -12%
ATC
345
Argent Trust Co
Tennessee
$262K +$262K +5,718 New
DA
346
Detalus Advisors
Missouri
$262K -$272K -5,934 -51%
EA
347
Eclectic Associates
California
$261K +$321 +7 +0.1%
GFPC
348
Global Financial Private Client
Florida
$259K +$15.3K +333 +6%
PCIA
349
Prime Capital Investment Advisors
Kansas
$258K +$258K +5,631 New
JIC
350
Johnson Investment Counsel
Ohio
$257K +$5.6K +122 +2%
12 13
14
15 16