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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 %
IWN
351
Independent Wealth Network
Iowa
$319K -$9.33K -213 -3%
MA
352
MONECO Advisors
Connecticut
$317K -$29.3K -669 -8%
GWAG
353
Garrett Wealth Advisory Group
Texas
$315K -$16.2K -370 -5%
SPA
354
Sentinel Pension Advisors
Massachusetts
$305K +$1.14K +26 +0.4%
BW
355
Bison Wealth
Georgia
$293K -$1.97K -45 -0.7%
WSTAM
356
Wilbanks Smith & Thomas Asset Management
Virginia
$293K -$1.84K -42 -0.6%
AC
357
Apella Capital
Connecticut
$292K +$525 +12 +0.2%
TP
358
Tranquility Partners
Tennessee
$285K +$55K +1,255 +24%
OPA
359
Old Port Advisors
Maine
$285K +$285K +6,506 New
Empower Advisory Group
360
Empower Advisory Group
Colorado
$284K -$8.89K -203 -3%
PCIA
361
Prime Capital Investment Advisors
Kansas
$282K +$35.8K +817 +15%
GFPC
362
Global Financial Private Client
Florida
$282K +$39.2K +907 +16%
WOSD
363
WFA of San Diego
California
$275K -$17.5K -400 -6%
IFPG
364
Intrepid Financial Planning Group
Indiana
$275K -$8.23K -188 -3%
ES
365
ETF Store
Kansas
$274K +$5.77K +134 +2%
KPWS
366
Kestra Private Wealth Services
Texas
$272K +$16.1K +368 +6%
SIA
367
Strategic Investment Advisors
Michigan
$265K -$17.3K -396 -6%
MCM
368
MAI Capital Management
Ohio
$263K – – –
CCM
369
Crew Capital Management
Ohio
$259K -$67.3K -1,538 -21%
HIIFS
370
Harel Insurance Investments & Financial Services
Israel
$257K – – –
LWMNY
371
Landmark Wealth Management (New York)
New York
$255K -$4.77K -109 -2%
LFA
372
Laraway Financial Advisors
Minnesota
$255K +$9.5K +217 +4%
EA
373
Eclectic Associates
California
$249K -$175 -4 -0.1%
SFP
374
Strategic Financial Planning
Texas
$249K -$10.8K -246 -4%
MCC
375
Money Concepts Capital
Florida
$248K +$40.2K +919 +19%
13 14
15
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