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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 %
FF
351
Farrow Financial
Vermont
$440K +$440K +9,034 New
SL
352
SFM LLC
New Hampshire
$432K +$432K +8,857 New
SP
353
Stablepoint Partners
Massachusetts
$429K +$429K +8,810 New
OCM
354
Orion Capital Management
California
$423K – – –
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$422K -$51.1K -1,049 -11%
AP
356
Americana Partners
Texas
$421K -$16.1K -330 -4%
Comerica Bank
357
Comerica Bank
Texas
$418K +$49.7K +1,021 +14%
OSNBOA
358
Old Second National Bank of Aurora
Illinois
$414K +$19.3K +396 +5%
BFM
359
Boston Financial Management
Massachusetts
$414K – – –
AMM
360
American Money Management
California
$413K -$46.3K -950 -10%
GA
361
Goldstein Advisors
Wisconsin
$409K +$19.1K +392 +5%
MCM
362
MAI Capital Management
Ohio
$408K +$116K +2,371 +39%
NFP
363
Narus Financial Partners
Utah
$406K -$88K -1,806 -18%
CA
364
Continuum Advisory
Idaho
$403K -$6.84K -140 -2%
VBFP
365
Valtinson Bruner Financial Planning
Minnesota
$397K -$5.99K -123 -1%
MA
366
MONECO Advisors
Connecticut
$390K +$37.4K +768 +11%
KFS
367
Kelly Financial Services
Massachusetts
$390K -$21.9K -449 -5%
CMAI
368
Capital Management Associates Inc
Minnesota
$386K +$386K +49 New
MWM
369
Marion Wealth Management
Pennsylvania
$385K +$132K +2,712 +52%
FFL
370
Financial Freedom LLC
Ohio
$380K +$926 +19 +0.2%
PWM
371
Power Wealth Management
Georgia
$379K +$379K +7,771 New
JWCA
372
J.W. Cole Advisors
Florida
$378K +$378K +7,749 New
PCIA
373
Prime Capital Investment Advisors
Kansas
$376K +$61.4K +1,261 +20%
ICG
374
InterOcean Capital Group
Tennessee
$375K -$226K -4,639 -38%
LFAS
375
Level Four Advisory Services
Texas
$374K – – –
13 14
15
16 17