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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 %
Franklin Resources
426
Franklin Resources
California
$245K – – –
RBFC
427
Roman Butler Fullerton & Co
Missouri
$242K +$242K +5,003 New
SSB
428
Sandy Spring Bank
Maryland
$240K +$12.4K +254 +5%
FG
429
Fiduciary Group
Georgia
$239K +$239K +4,907 New
MWM
430
Mattern Wealth Management
Kansas
$239K – – –
JFG
431
JDM Financial Group
Texas
$239K +$2.1K +43 +0.9%
SFG
432
Sovereign Financial Group
Connecticut
$238K -$3.02K -62 -1%
PWA
433
PCG Wealth Advisors
Kansas
$236K -$916K -18,798 -80%
VVP
434
Venture Visionary Partners
Ohio
$235K +$235K +4,825 New
HFS
435
Horizon Financial Services
North Carolina
$234K +$3.12K +64 +1%
MSAM
436
Moloney Securities Asset Management
Missouri
$233K +$292 +6 +0.1%
FFA
437
Founders Financial Alliance
North Carolina
$233K +$96.9K +1,989 +71%
PP
438
Pegasus Partners
Wisconsin
$232K – – –
AWM
439
Apollon Wealth Management
South Carolina
$231K +$231K +4,744 New
PA
440
Procyon Advisors
Connecticut
$220K +$220K +4,508 New
MAM
441
Mystic Asset Management
Rhode Island
$218K +$218K +4,475 New
BP
442
Ballentine Partners
Massachusetts
$218K +$218K +4,466 New
CCM
443
Crew Capital Management
Ohio
$215K -$73.9K -1,517 -26%
MOS
444
MGO One Seven
Ohio
$213K +$213K +4,372 New
TRCT
445
Tower Research Capital (TRC)
New York
$212K -$2.1M -43,075 -91%
MC
446
Moors & Cabot
Massachusetts
$208K +$208K +4,275 New
MW
447
Maia Wealth
Colorado
$205K +$205K +4,203 New
AIM
448
Acropolis Investment Management
Missouri
$204K -$4.68K -96 -2%
CBFP
449
Cedar Brook Financial Partners
Ohio
$202K +$202K +4,212 New
CPRC
450
Consolidated Portfolio Review Corp
New York
$201K +$201K +4,124 New
16 17
18
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