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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 %
CF
376
Convergence Financial
Missouri
$365K +$365K +7,497 New
DI
377
DFPG Investments
Utah
$361K -$26.9K -566 -7%
DA
378
Detalus Advisors
Missouri
$357K -$2.33M -47,896 -87%
WCM
379
Wealthcare Capital Management
Virginia
$355K +$355K +7,284 New
IWN
380
Independent Wealth Network
Iowa
$349K -$5.41K -111 -2%
SPA
381
Sentinel Pension Advisors
Massachusetts
$343K +$3.65K +75 +1%
Prudential Financial
382
Prudential Financial
New Jersey
$341K +$341K +7,000 New
HAM
383
Harmony Asset Management
Arizona
$336K +$336K +6,905 New
WWS
384
Wellington Wealth Strategies
Indiana
$333K +$333K +6,825 New
CCM
385
Crabel Capital Management
California
$326K +$326K +6,694 New
BW
386
Bison Wealth
Georgia
$323K -$2.87K -59 -0.9%
GSEP
387
Golden State Equity Partners
California
$323K +$323K +6,627 New
TA
388
TFG Advisers
Michigan
$321K +$48.2K +989 +18%
HWM
389
HB Wealth Management
Georgia
$321K -$57.8K -1,187 -15%
WSTAM
390
Wilbanks Smith & Thomas Asset Management
Virginia
$319K -$6.77K -139 -2%
SPC
391
Sigma Planning Corp
Michigan
$318K -$107K -2,199 -25%
Empower Advisory Group
392
Empower Advisory Group
Colorado
$316K – – –
GWAG
393
Garrett Wealth Advisory Group
Texas
$314K -$35.9K -736 -10%
NWM
394
Napa Wealth Management
California
$312K +$312K +6,400 New
WIA
395
World Investment Advisors
California
$309K +$309K +6,339 New
AC
396
Apella Capital
Connecticut
$304K -$11.9K -252 -4%
ES
397
ETF Store
Kansas
$300K -$10.8K -221 -3%
BCM
398
Brookstone Capital Management
Illinois
$299K -$270K -5,549 -48%
Fidelity Investments
399
Fidelity Investments
Massachusetts
$296K +$51.6K +1,059 +21%
OPA
400
Old Port Advisors
Maine
$291K -$25.6K -525 -8%
14 15
16
17 18