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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 %
FWP
326
Falcon Wealth Planning
California
$538K – – –
HPA
327
High Probability Advisors
New York
$536K +$29.9K +613 +6%
CIAS
328
CFS Investment Advisory Services
New Jersey
$533K +$26.9K +552 +5%
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$532K +$532K +10,920 New
SEA
330
Stegent Equity Advisors
Texas
$530K +$297K +6,089 +127%
IAG
331
Investmark Advisory Group
Connecticut
$527K – – –
AFG
332
Atomi Financial Group
New York
$521K +$107K +2,191 +26%
BWM
333
BCS Wealth Management
Tennessee
$520K +$91.7K +1,882 +21%
STA
334
Summit Trail Advisors
New York
$518K – – –
KPWS
335
Kestra Private Wealth Services
Texas
$518K +$216K +4,425 +71%
IC
336
IEQ Capital
California
$515K +$11.5K +237 +2%
IAA
337
Independent Advisor Alliance
North Carolina
$515K +$257K +5,563 +100%
PA
338
PFG Advisors
Arizona
$507K +$24.9K +511 +5%
AWA
339
Arkadios Wealth Advisors
Georgia
$499K +$3.17K +65 +0.6%
BWFA
340
Baltimore-Washington Financial Advisors
Maryland
$496K -$3.31K -68 -0.7%
BG
341
Benedetti & Gucer
Georgia
$483K -$64.3K -1,320 -12%
GFPC
342
Global Financial Private Client
Florida
$479K +$161K +3,307 +51%
LFS
343
Lutz Financial Services
Nebraska
$466K +$466K +9,573 New
CIA
344
Compass Ion Advisors
Pennsylvania
$466K +$1.8K +37 +0.4%
MCC
345
Money Concepts Capital
Florida
$461K +$185K +3,795 +67%
ECM
346
Exchange Capital Management
Michigan
$457K +$457K +9,380 New
CGFA
347
Colton Groome Financial Advisors
North Carolina
$455K +$11K +225 +2%
CCG
348
Capital CS Group
California
$450K +$58.2K +1,195 +15%
USCWA
349
U.S. Capital Wealth Advisors
Texas
$449K -$315K -6,475 -41%
FPW
350
Flagship Private Wealth
Massachusetts
$448K -$6.48K -133 -1%
12 13
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