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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

461 hedge funds and large institutions have $5.75B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 207 increasing their positions, 142 reducing their positions, and 20 closing their positions.

Holders
461
Holders Change
+27
Holders Change %
+6.22%
% of All Funds
7.27%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
51
Increased
207
Reduced
142
Closed
20
Calls
$1.62M
Puts
$9K
Net Calls
+$1.61M
Net Calls Change
+$1.61M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.67B
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
LPL Financial
3
LPL Financial
California
$472M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$92.4M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$49.6M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$33.6M
2
PAG
2
Private Advisor Group
New Jersey
$55.4M
3
ACM
3
AlphaStar Capital Management
North Carolina
$27.9M
4
TA
4
Tiedemann Advisors
New York
$266M
5
MCC
5
Money Concepts Capital
Florida
$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
426
SouthState Corp
Florida
$15.1K – – –
AA
427
Addison Advisors
Vermont
$13.8K – – –
NC
428
NewSquare Capital
Pennsylvania
$11.8K – – –
AA
429
Ancora Advisors
Ohio
$11.7K – – –
SIS
430
Sound Income Strategies
Florida
$10.2K – – –
AAP
431
Arax Advisory Partners
Colorado
$9.5K +$5.42K +118 +133%
LF
432
Lee Financial
Texas
$8.85K +$46 +1 +0.5%
S
433
SignatureFD
Georgia
$8.83K – – –
GTAM
434
Global Trust Asset Management
Florida
$8.67K – – –
SWM
435
Spire Wealth Management
Virginia
$8.63K -$17.3K -376 -67%
SCA
436
Stonebridge Capital Advisors
Minnesota
$8.21K +$8.21K +179 New
Qube Research & Technologies (QRT)
437
Qube Research & Technologies (QRT)
United Kingdom
$7.29K +$7.29K +282 New
ACA
438
Atlas Capital Advisors
Wyoming
$7.25K – – –
First Manhattan
439
First Manhattan
New York
$6.75K – – –
Deutsche Bank
440
Deutsche Bank
Germany
$6.06K – – –
LC
441
Lindbrook Capital
California
$5.87K – – –
FGAM
442
Financial Gravity Asset Management
Texas
$5.52K +$500 +10,891 +10%
BWM
443
Baystate Wealth Management
Massachusetts
$5.25K +$5.25K +114 New
APW
444
Atlantic Private Wealth
North Carolina
$4.01K +$4.01K +87 New
IHWM
445
Iron Horse Wealth Management
Iowa
$3.63K -$459 -10 -11%
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.48K +$2.48K +54 New
CFGS
447
Concourse Financial Group Securities
Alabama
$2.25K – – –
LWCFA
448
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.07K +$2.07K +45 New
Simplex Trading
449
Simplex Trading
Illinois
$2K -$17.6K -553 -90%
C
450
Covestor
United Kingdom
$2K +$50 +1 +3%
16 17
18
19 20