SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

434 hedge funds and large institutions have $5.04B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 139 reducing their positions, and 38 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
6.95%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.54%
New
54
Increased
189
Reduced
139
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.36B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$70.1M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$48.4M
4
ACM
4
AlphaStar Capital Management
North Carolina
$36.5M
5
FIBT
5
First International Bank & Trust
North Dakota
$18.9M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$264M
2
AA
2
ACT Advisors
North Carolina
$0
3
IA
3
IFP Advisors
Florida
$3.12M
4
Ameriprise
4
Ameriprise
Minnesota
$16.6M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
426
Concourse Financial Group Securities
Alabama
$2.15K 49 – –
C
427
Covestor
United Kingdom
$2K 39 +1 +3%
HWA
428
HHM Wealth Advisors
Tennessee
$1.32K 30 +30 New
CSC
429
Caldwell Sutter Capital
California
$1.06K 24 +24 New
EWM
430
Endurance Wealth Management
Rhode Island
$1K 13 – –
FCA
431
FinTrust Capital Advisors
South Carolina
$680 16 – –
MIM
432
Macroview Investment Management
Maryland
$545 12 – –
Citigroup
433
Citigroup
New York
$527 12 +4 +50%
TAM
434
Tucker Asset Management
Colorado
$264 6 +6 New
AA
435
ACT Advisors
North Carolina
– – -516,875 Closed
MWM
436
Merriman Wealth Management
Washington
– – -127,248 Closed
FPAS
437
Focus Partners Advisor Solutions
Missouri
– – -57,626 Closed
Bank of New York Mellon
438
Bank of New York Mellon
New York
– – -36,148 Closed
PPP
439
Private Portfolio Partners
New Jersey
– – -27,200 Closed
Citadel Advisors
440
Citadel Advisors
Florida
– – -26,187 Closed
KF
441
Krilogy Financial
Missouri
– – -24,520 Closed
WIM
442
WealthPlan Investment Management
Nebraska
– – -21,717 Closed
Renaissance Technologies
443
Renaissance Technologies
New York
– – -19,900 Closed
FFG
444
Ford Financial Group
California
– – -19,571 Closed
CWMGP
445
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– – -16,940 Closed
EFH
446
Eaton Financial Holdings
Florida
– – -16,065 Closed
OMC
447
Old Mission Capital
Illinois
– – -14,334 Closed
RJT
448
Raymond James Trust
Florida
– – -8,299 Closed
MPW
449
MGO Private Wealth
California
– – -7,231 Closed
CF
450
Centaurus Financial
California
– – -6,275 Closed
15 16 17
18
19