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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.

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 Market Value Shares Shares
Change 		Shares
Change %
KFI
376
Key Financial Inc
Pennsylvania
$204K 4,440 +2,415 +119%
CPRC
377
Consolidated Portfolio Review Corp
New York
$200K 4,361 -659 -13%
AIM
378
Acropolis Investment Management
Missouri
$197K 4,284 – –
CFD
379
Creative Financial Designs
Indiana
$181K 3,955 -340 -8%
SSB
380
Sandy Spring Bank
Maryland
$175K 3,816 +1,027 +37%
MFA
381
McClarren Financial Advisors
Pennsylvania
$163K 3,558 -473 -12%
US Bancorp
382
US Bancorp
Minnesota
$161K 3,501 -1,992 -36%
FRA
383
Front Row Advisors
California
$159K 3,472 – –
NFSG
384
Newbridge Financial Services Group
Florida
$108K 2,356 +7 +0.3%
NCM
385
Northwest Capital Management
Oregon
$108K 2,355 +2,355 New
FFA
386
Founders Financial Alliance
North Carolina
$103K 2,234 – –
CCA
387
Column Capital Advisors
Indiana
$102K 2,226 – –
FFL
388
Financial Freedom LLC
Ohio
$97.9K 2,134 +2,134 New
DWMG
389
DB Wealth Management Group
California
$92.2K 2,009 – –
VAG
390
VisionPoint Advisory Group
Texas
$87.7K 1,912 +1,912 New
WTC
391
WhitTier Trust Company
Nevada
$86.3K 1,880 – –
PNC Financial Services Group
392
PNC Financial Services Group
Pennsylvania
$81K 1,766 +1,296 +276%
JWA
393
JFS Wealth Advisors
Pennsylvania
$77.4K 1,687 +1 +0.1%
CP
394
Castleview Partners
Texas
$76.1K 1,657 +206 +14%
CWC
395
Carolinas Wealth Consulting
North Carolina
$71.6K 1,560 +71 +5%
SPIA
396
Steward Partners Investment Advisory
New York
$68.8K 1,499 – –
WP
397
WealthShield Partners
North Carolina
$67.3K 1,467 +5 +0.3%
RIA
398
Realta Investment Advisors
Delaware
$65.6K 1,429 +1,429 New
BCMLT
399
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.3K 1,357 +1,357 New
AIA
400
Armor Investment Advisors
North Carolina
$56.9K 1,240 – –
14 15
16
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