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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 %
LFA
351
Laraway Financial Advisors
Minnesota
$257K +$4.45K +97 +2%
IAA
352
Independent Advisor Alliance
North Carolina
$255K +$92 +2 +0%
AWA
353
Arete Wealth Advisors
Illinois
$255K -$1.61M -35,048 -86%
BWP
354
Balboa Wealth Partners
Arizona
$247K +$247K +5,393 New
TA
355
TFG Advisers
Michigan
$243K +$10.9K +237 +5%
TP
356
Tranquility Partners
Tennessee
$241K -$10.2K -222 -4%
HSA
357
HBK Sorce Advisory
Pennsylvania
$240K +$8.49K +185 +4%
API
358
Advisor Partners II
California
$239K -$1.24K -27 -0.5%
RWA
359
Rooted Wealth Advisors
Illinois
$237K -$1.8M -39,386 -88%
RWPA
360
Richard W. Paul & Associates
Michigan
$235K -$12.1K -264 -5%
CAL
361
Capital Advisors Ltd
Ohio
$234K – – –
Franklin Resources
362
Franklin Resources
California
$230K – – –
HFS
363
Horizon Financial Services
North Carolina
$229K -$2.85K -62 -1%
MWM
364
Mattern Wealth Management
Kansas
$225K – – –
MWM
365
Marion Wealth Management
Pennsylvania
$225K +$14.2K +309 +7%
JFG
366
JDM Financial Group
Texas
$223K +$229 +5 +0.1%
MSAM
367
Moloney Securities Asset Management
Missouri
$223K +$321 +7 +0.1%
Fidelity Investments
368
Fidelity Investments
Massachusetts
$222K -$26.7K -581 -11%
SEA
369
Stegent Equity Advisors
Texas
$220K – – –
MCC
370
Money Concepts Capital
Florida
$218K -$9.27M -202,063 -98%
ICG
371
InterOcean Capital Group
Tennessee
$213K -$34.3K -747 -14%
Renaissance Technologies
372
Renaissance Technologies
New York
$211K +$211K +4,600 New
CBFP
373
Cedar Brook Financial Partners
Ohio
$211K -$275 -6 -0.1%
AFG
374
Atomi Financial Group
New York
$209K +$209K +4,558 New
HIP
375
HUB Investment Partners
Texas
$205K -$9.64K -210 -4%
13 14
15
16 17