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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
$283M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$212M
3
LPL Financial
LPL Financial
California
$544M
4
OFS
OneAscent Financial Services
Alabama
$32.2M
5
AWM
AE Wealth Management
Kansas
$22.5M

Top Sellers

1
GWP
Gateway Wealth Partners
Wisconsin
$2.03M
2
PRS
Pinkerton Retirement Specialists
Idaho
$0
3
FIA
Foundations Investment Advisors
Arizona
$5.41M
4
Osaic Holdings
Osaic Holdings
Arizona
$46.3M
5
APWA
Atlas Private Wealth Advisors
New Jersey
$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
451
PNC Financial Services Group
Pennsylvania
$196K +$110K +2,266 +128%
RWPA
452
Richard W. Paul & Associates
Michigan
$193K -$12.5K -257 -6%
CFD
453
Creative Financial Designs
Indiana
$184K -$5.26K -108 -3%
PAG
454
Paladin Advisory Group
Iowa
$183K -$184K -3,767 -50%
TVAMP
455
Tennessee Valley Asset Management Partners
Tennessee
$181K +$181K +3,717 New
NS
456
NBC Securities
Alabama
$180K – – –
MFA
457
McClarren Financial Advisors
Pennsylvania
$175K +$732 +15 +0.4%
IGWM
458
ICA Group Wealth Management
Colorado
$168K +$168K +3,448 New
KFP
459
Keener Financial Planning
Texas
$158K +$158K +3,245 New
PFM
460
Phillips Financial Management
Indiana
$156K +$156K +3,195 New
HWA
461
HHM Wealth Advisors
Tennessee
$153K +$152K +3,110 +8,886%
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K +$2.16K +45 +1%
SPWM
463
Spartan Planning & Wealth Management
North Carolina
$151K +$11.4K +235 +8%
NCM
464
Northwest Capital Management
Oregon
$139K – – –
Qube Research & Technologies (QRT)
465
Qube Research & Technologies (QRT)
United Kingdom
$123K +$29.9K +614 +32%
NFSG
466
Newbridge Financial Services Group
Florida
$122K +$292 +6 +0.2%
SWM
467
Spire Wealth Management
Virginia
$119K -$90.5K -1,885 -43%
FRA
468
Front Row Advisors
California
$117K -$52.4K -1,076 -31%
US Bancorp
469
US Bancorp
Minnesota
$111K +$7.75K +159 +8%
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$108K +$13K +267 +14%
DWMG
471
DB Wealth Management Group
California
$102K +$2.05K +42 +2%
HIIFS
472
Harel Insurance Investments & Financial Services
Israel
$93K -$196K -4,000 -68%
WTC
473
WhitTier Trust Company
Nevada
$91.6K – – –
AF
474
Advisornet Financial
Minnesota
$90K +$16.7K +342 +23%
SPIA
475
Steward Partners Investment Advisory
New York
$74.5K +$1.51K +31 +2%
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