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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 %
IFPG
401
Intrepid Financial Planning Group
Indiana
$290K -$16K -329 -5%
SAG
402
SageView Advisory Group
California
$287K +$287K +5,890 New
LFA
403
Laraway Financial Advisors
Minnesota
$286K +$2.97K +61 +1%
ECA
404
Elevated Capital Advisors
Utah
$285K +$285K +5,845 New
KWA
405
Kingswood Wealth Advisors
California
$282K +$18.4K +377 +7%
LWMNY
406
Landmark Wealth Management (New York)
New York
$282K -$1.51K -31 -0.5%
SFP
407
Strategic Financial Planning
Texas
$282K +$4.63K +95 +2%
CCWM
408
Cassaday & Co Wealth Management
Virginia
$278K +$278K +5,711 New
JIC
409
Johnson Investment Counsel
Ohio
$273K +$49 +1 +0%
EA
410
Eclectic Associates
California
$272K -$5.21K -107 -2%
MWM
411
Meridian Wealth Management
Kentucky
$271K +$6.92K +142 +3%
FC
412
Financial Consulate
Maryland
$270K -$490K -10,066 -64%
WI
413
Wintrust Investments
Illinois
$270K +$270K +5,550 New
CA
414
Claro Advisors
Massachusetts
$269K +$269K +5,530 New
ORG
415
Optimist Retirement Group
Washington
$269K +$269K +5,528 New
SIA
416
Strategic Investment Advisors
Michigan
$266K -$28.4K -582 -10%
PWG
417
Portside Wealth Group
Utah
$266K -$10.6K -217 -4%
HSA
418
HBK Sorce Advisory
Pennsylvania
$260K – – –
ACM
419
Altrius Capital Management
North Carolina
$258K -$10.6K -218 -4%
GFWA
420
Grey Fox Wealth Advisors
Delaware
$256K +$256K +5,256 New
BWP
421
Balboa Wealth Partners
Arizona
$256K -$5.85K -120 -2%
DI
422
Diligent Investors
California
$252K -$108K -2,218 -30%
CAL
423
Capital Advisors Ltd
Ohio
$248K – – –
TP
424
Tranquility Partners
Tennessee
$245K -$72.3K -1,483 -23%
SWA
425
Sax Wealth Advisors
New Jersey
$245K +$245K +5,025 New
15 16
17
18 19