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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 %
BWM
326
BCS Wealth Management
Tennessee
$385K +$73.3K +1,672 +23%
SPC
327
Sigma Planning Corp
Michigan
$382K -$133K -3,033 -26%
OCM
328
Orion Capital Management
California
$380K -$1.31K -30 -0.3%
ASN
329
Advisory Services Network
Georgia
$376K +$30.5K +696 +9%
DWM
330
Denver Wealth Management
Colorado
$376K +$376K +8,588 New
AFG
331
Atomi Financial Group
New York
$373K +$173K +3,950 +87%
BFM
332
Boston Financial Management
Massachusetts
$372K – – –
KFS
333
Kelly Financial Services
Massachusetts
$370K +$11.7K +268 +3%
KAS
334
Kestra Advisory Services
Texas
$368K +$108K +2,477 +42%
CA
335
Continuum Advisory
Idaho
$367K -$350 -8 -0.1%
VBFP
336
Valtinson Bruner Financial Planning
Minnesota
$363K -$2.01K -46 -0.6%
JPMPWA
337
J.P. Morgan Private Wealth Advisors
California
$359K -$10.9K -248 -3%
EIA
338
Eldridge Investment Advisors
New Hampshire
$356K -$477K -10,894 -57%
OSNBOA
339
Old Second National Bank of Aurora
Illinois
$355K +$9.2K +210 +3%
CCG
340
Capital CS Group
California
$352K -$65.5K -1,496 -16%
GA
341
Goldstein Advisors
Wisconsin
$350K – – –
DI
342
DFPG Investments
Utah
$345K -$32.6K -772 -9%
FFL
343
Financial Freedom LLC
Ohio
$341K +$247K +5,650 +265%
HWM
344
HB Wealth Management
Georgia
$340K +$340K +7,768 New
EW
345
Evoke Wealth
California
$337K – – –
LFAS
346
Level Four Advisory Services
Texas
$336K -$613 -14 -0.2%
Comerica Bank
347
Comerica Bank
Texas
$331K +$331K +7,560 New
PAG
348
Paladin Advisory Group
Iowa
$330K -$8.93K -204 -3%
T
349
TRUADVICE
Florida
$325K -$230K -5,367 -41%
DI
350
Diligent Investors
California
$323K -$64.8K -1,479 -17%
12 13
14
15 16