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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 %
CP
426
Castleview Partners
Texas
$67.6K -$4.9K -112 -7%
AF
427
Advisornet Financial
Minnesota
$65.9K +$15.9K +362 +32%
SPIA
428
Steward Partners Investment Advisory
New York
$65.6K – – –
RIA
429
Realta Investment Advisors
Delaware
$65.6K – – –
BCMLT
430
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.3K – – –
CHA
431
Carmichael Hill & Associates
Maryland
$61.5K +$61.5K +1,405 New
CWC
432
Carolinas Wealth Consulting
North Carolina
$56.2K -$8.5K -205 -13%
WP
433
WealthShield Partners
North Carolina
$55.7K -$8.54K -195 -13%
JWA
434
JFS Wealth Advisors
Pennsylvania
$54.3K -$19.6K -447 -26%
VAG
435
VisionPoint Advisory Group
Texas
$46.8K -$37K -844 -44%
WT
436
Whittier Trust
California
$42.3K -$2.19K -50 -5%
RAM
437
Riggs Asset Management
Pennsylvania
$38K – – –
FWP
438
FAS Wealth Partners
Kansas
$33.9K – – –
CWA
439
Carolina Wealth Advisors
South Carolina
$29.3K – – –
WIM
440
Westside Investment Management
California
$28.2K – – –
RW
441
RVW Wealth
California
$28.1K +$28.1K +642 New
DF
442
DecisionPoint Financial
Arizona
$27.2K +$27.2K +622 New
WAS
443
Winch Advisory Services
Wisconsin
$27K +$131 +3 +0.5%
TF
444
Tompkins Financial
New York
$25.8K +$25.8K +590 New
CTC
445
Central Trust Company
Missouri
$24.3K – – –
CIA
446
Cape Investment Advisory
Georgia
$23.5K +$307 +7 +1%
MHR
447
Matthew Hamilton Rosenberg
$22.6K – – –
SS
448
Sunbelt Securities
Texas
$21.7K +$21.7K +495 New
PA
449
Parallel Advisors
California
$20.7K – – –
BC
450
Bartlett & Co
Ohio
$19K – – –
16 17
18
19 20