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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 %
ATC
401
Argent Trust Co
Tennessee
$206K -$44.8K -1,022 -18%
SSB
402
Sandy Spring Bank
Maryland
$205K +$37.7K +861 +23%
SWM
403
Spire Wealth Management
Virginia
$191K +$183K +4,181 +2,224%
AIM
404
Acropolis Investment Management
Missouri
$188K +$175 +4 +0.1%
RWPA
405
Richard W. Paul & Associates
Michigan
$185K -$39.7K -906 -18%
CFD
406
Creative Financial Designs
Indiana
$170K -$3.28K -75 -2%
SAM
407
Securian Asset Management
Minnesota
$162K -$1.08M -24,700 -87%
NS
408
NBC Securities
Alabama
$162K +$162K +3,708 New
MFA
409
McClarren Financial Advisors
Pennsylvania
$155K +$608 +14 +0.4%
FRA
410
Front Row Advisors
California
$152K – – –
LWCFA
411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K +$132K +3,094 +6,876%
SPWM
412
Spartan Planning & Wealth Management
North Carolina
$126K +$126K +2,868 New
NCM
413
Northwest Capital Management
Oregon
$125K +$21.5K +491 +21%
FFA
414
Founders Financial Alliance
North Carolina
$122K +$24.1K +550 +25%
NFSG
415
Newbridge Financial Services Group
Florida
$109K +$5.87K +134 +6%
CCA
416
Column Capital Advisors
Indiana
$97.5K – – –
Legacy Financial Group (Iowa)
417
Legacy Financial Group (Iowa)
Iowa
$96.5K +$96.5K +2,203 New
US Bancorp
418
US Bancorp
Minnesota
$92.6K -$60.7K -1,386 -40%
DWMG
419
DB Wealth Management Group
California
$89.5K +$1.49K +34 +2%
EWM
420
Evermay Wealth Management
Virginia
$88.3K +$88.3K +2,016 New
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$85.2K +$61.9K +1,413 +265%
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
$83.7K +$71.3K +1,629 +578%
WTC
423
WhitTier Trust Company
Nevada
$82.3K – – –
PNC Financial Services Group
424
PNC Financial Services Group
Pennsylvania
$77.3K – – –
CWM
425
CarsonAllaria Wealth Management
Illinois
$75.9K +$75.9K +1,733 New
15 16
17
18 19