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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
Financial Gravity Asset Management
Texas
$97.2M
2
Creative Planning
Creative Planning
Kansas
$2.62B
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$114M
4
PRS
Pinkerton Retirement Specialists
Idaho
$23.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$24.4M
2
GLA
Good Life Advisors
Pennsylvania
$22.6M
3
RWM
Reston Wealth Management
Virginia
$15M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.6M
5
TFA
TPG Financial Advisors
Oregon
$5.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
376
Portside Wealth Group
Utah
$248K -$13K -297 -5%
Fisher Asset Management
377
Fisher Asset Management
Washington
$247K +$247K +5,650 New
ZIM
378
Zacks Investment Management
Illinois
$245K +$245K +5,604 New
JIC
379
Johnson Investment Counsel
Ohio
$245K +$44 +1 +0%
TA
380
TFG Advisers
Michigan
$245K +$12.9K +295 +6%
IAA
381
Independent Advisor Alliance
North Carolina
$244K +$44 +1 +0%
ACM
382
Altrius Capital Management
North Carolina
$242K -$37.9K -866 -14%
MWM
383
Meridian Wealth Management
Kentucky
$238K +$238K +5,425 New
KWA
384
Kingswood Wealth Advisors
California
$237K +$237K +5,419 New
BWP
385
Balboa Wealth Partners
Arizona
$235K -$920 -21 -0.4%
SF
386
Safeguard Financial
Wisconsin
$234K +$234K +5,354 New
HSA
387
HBK Sorce Advisory
Pennsylvania
$234K +$4.6K +105 +2%
API
388
Advisor Partners II
California
$227K -$569 -13 -0.3%
MWM
389
Marion Wealth Management
Pennsylvania
$227K +$12.4K +284 +6%
CAL
390
Capital Advisors Ltd
Ohio
$223K – – –
Franklin Resources
391
Franklin Resources
California
$220K – – –
Fidelity Investments
392
Fidelity Investments
Massachusetts
$220K +$7.62K +174 +4%
CWA
393
Canvas Wealth Advisors
Kansas
$219K +$219K +5,223 New
SFG
394
Sovereign Financial Group
Connecticut
$216K -$209K -4,780 -49%
MWM
395
Mattern Wealth Management
Kansas
$215K – – –
JFG
396
JDM Financial Group
Texas
$213K +$88 +2 +0%
SEA
397
Stegent Equity Advisors
Texas
$210K – – –
MSAM
398
Moloney Securities Asset Management
Missouri
$210K -$3.02K -69 -1%
PP
399
Pegasus Partners
Wisconsin
$208K -$55.4K -1,264 -21%
HFS
400
Horizon Financial Services
North Carolina
$207K -$10.7K -244 -5%
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16
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