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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

434 hedge funds and large institutions have $5.04B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 139 reducing their positions, and 38 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
6.95%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.54%
New
54
Increased
189
Reduced
139
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.36B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$70.1M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$48.4M
4
ACM
4
AlphaStar Capital Management
North Carolina
$36.5M
5
FIBT
5
First International Bank & Trust
North Dakota
$18.9M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$264M
2
AA
2
ACT Advisors
North Carolina
$0
3
IA
3
IFP Advisors
Florida
$3.12M
4
Ameriprise
4
Ameriprise
Minnesota
$16.6M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
351
Moloney Securities Asset Management
Missouri
$213K +$264 +6 +0.1%
SEA
352
Stegent Equity Advisors
Texas
$211K – – –
AAS
353
Avantax Advisory Services
Texas
$209K -$15.9K -361 -7%
OFG
354
Omega Financial Group
California
$207K -$8.35K -190 -4%
HIP
355
HUB Investment Partners
Texas
$205K +$205K +4,675 New
FAM
356
Formidable Asset Management
Ohio
$204K +$204K +4,638 New
CBFP
357
Cedar Brook Financial Partners
Ohio
$202K +$202K +4,600 New
MWM
358
Marion Wealth Management
Pennsylvania
$202K +$202K +4,592 New
CFD
359
Creative Financial Designs
Indiana
$189K -$2.81K -64 -1%
AIM
360
Acropolis Investment Management
Missouri
$188K – – –
MFA
361
McClarren Financial Advisors
Pennsylvania
$175K +$521 +12 +0.3%
FRA
362
Front Row Advisors
California
$153K – – –
SSB
363
Sandy Spring Bank
Maryland
$123K -$14K -319 -10%
GFWA
364
Grey Fox Wealth Advisors
Delaware
$108K -$38K -866 -26%
NFSG
365
Newbridge Financial Services Group
Florida
$103K +$2.86K +65 +3%
FFA
366
Founders Financial Alliance
North Carolina
$98.1K +$2.9K +66 +3%
CCA
367
Column Capital Advisors
Indiana
$97.8K – – –
FFA
368
Farther Finance Advisors
California
$96.1K +$96.1K +2,188 New
KFI
369
Key Financial Inc
Pennsylvania
$89K +$89K +2,025 New
DWMG
370
DB Wealth Management Group
California
$88.3K -$88 -2 -0.1%
MWC
371
MBM Wealth Consultants
Missouri
$83K – – –
WTC
372
WhitTier Trust Company
Nevada
$82.6K -$26.4K -600 -24%
JWA
373
JFS Wealth Advisors
Pennsylvania
$74.1K +$44 +1 +0.1%
PFBT
374
Parkside Financial Bank & Trust
Missouri
$70.1K +$70.1K +1,595 New
SPIA
375
Steward Partners Investment Advisory
New York
$65.9K -$86.9K -1,977 -57%
13 14
15
16 17