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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 %
BCWM
451
Bartlett & Co Wealth Management
Ohio
$18.6K – – –
MRCM
452
M&R Capital Management
New Jersey
$17.1K -$219 -5 -1%
GJIA
453
Glass Jacobson Investment Advisors
Maryland
$16.9K – – –
SWA
454
Sutton Wealth Advisors
Florida
$16.3K – – –
WWP
455
WR Wealth Planners
Missouri
$15.1K +$15.1K +346 New
AA
456
Addison Advisors
Vermont
$13.2K – – –
NC
457
NewSquare Capital
Pennsylvania
$11.5K +$219 +5 +2%
AA
458
Ancora Advisors
Ohio
$11.2K – – –
SIS
459
Sound Income Strategies
Florida
$9.77K – – –
AAP
460
Arax Advisory Partners
Colorado
$9.07K – – –
S
461
SignatureFD
Georgia
$8.46K +$44 +1 +0.5%
GTAM
462
Global Trust Asset Management
Florida
$8.28K – – –
TIM
463
Tortoise Investment Management
New York
$8.28K +$8.28K +189 New
GA
464
GoalVest Advisory
New York
$7.8K +$7.8K +178 New
ACA
465
Atlas Capital Advisors
Wyoming
$6.92K – – –
Deutsche Bank
466
Deutsche Bank
Germany
$5.78K – – –
LC
467
Lindbrook Capital
California
$5.61K – – –
IHWM
468
Iron Horse Wealth Management
Iowa
$4.6K +$1.14K +26 +33%
APW
469
Atlantic Private Wealth
North Carolina
$3.84K +$44 +1 +1%
Bank of Montreal
470
Bank of Montreal
Ontario, Canada
$3.11K +$3.11K +66 New
RPCA
471
Running Point Capital Advisors
California
$2.67K +$1.66K +38 +165%
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.37K – – –
CFGS
473
Concourse Financial Group Securities
Alabama
$2.15K – – –
C
474
Covestor
United Kingdom
$2K -$51 -1 -3%
CA
475
Clearstead Advisors
Ohio
$1.84K +$920 +21 +100%
17 18
19
20 21