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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 Market Value Shares Shares
Change 		Shares
Change %
HWA
451
HHM Wealth Advisors
Tennessee
$1.61K 35 +5 +17%
CSC
452
Caldwell Sutter Capital
California
$1.1K 24 – –
RPCA
453
Running Point Capital Advisors
California
$1.06K 23 +23 New
EWM
454
Endurance Wealth Management
Rhode Island
$1K 13 – –
CA
455
Clearstead Advisors
Ohio
$964 21 +21 New
GI
456
Gradient Investments
Minnesota
$826 18 -79 -81%
Citigroup
457
Citigroup
New York
$780 17 +5 +42%
FCA
458
FinTrust Capital Advisors
South Carolina
$680 16 – –
MIM
459
Macroview Investment Management
Maryland
$570 12 – –
TAM
460
Tucker Asset Management
Colorado
$275 6 – –
BNP Paribas Financial Markets
461
BNP Paribas Financial Markets
France
$184 4 +4 New
WAOI
462
Wealth Advisors of Iowa
Iowa
– – -118,939 Closed
Jane Street
463
Jane Street
New York
– – -97,525 Closed
ARC
464
Advisor Resource Council
Texas
– – -82,182 Closed
SFI
465
SPC Financial Inc
Maryland
– – -80,662 Closed
Baird Financial Group
466
Baird Financial Group
Wisconsin
– – -63,946 Closed
PSCM
467
Per Stirling Capital Management
Texas
– – -37,469 Closed
TSS
468
Two Sigma Securities
New York
– – -10,224 Closed
SS
469
Simplicity Solutions
Minnesota
– – -6,613 Closed
BAM
470
Belpointe Asset Management
Nevada
– – -5,451 Closed
OFG
471
Omega Financial Group
California
– – -4,702 Closed
FAM
472
Formidable Asset Management
Ohio
– – -4,638 Closed
GFWA
473
Grey Fox Wealth Advisors
Delaware
– – -2,447 Closed
MWC
474
MBM Wealth Consultants
Missouri
– – -1,886 Closed
PFBT
475
Parkside Financial Bank & Trust
Missouri
– – -1,595 Closed
16 17 18
19
20