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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

434 hedge funds and large institutions have $5.04B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 139 reducing their positions, and 38 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
6.95%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.54%
New
54
Increased
189
Reduced
139
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.36B
2
CWM
2
Cornerstone Wealth Management
Missouri
$33.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$70.1M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$48.4M
5
ACM
5
AlphaStar Capital Management
North Carolina
$36.5M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$264M
2
AA
2
ACT Advisors
North Carolina
$0
3
IA
3
IFP Advisors
Florida
$3.12M
4
Ameriprise
4
Ameriprise
Minnesota
$16.6M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APWA
26
Atlas Private Wealth Advisors
New Jersey
$21.8M 496,412 +64,562 +15%
FIBT
27
First International Bank & Trust
North Dakota
$18.9M 431,119 +431,119 New
GRP
28
Global Retirement Partners
California
$17.9M 417,435 +244,370 +141%
RWM
29
Reston Wealth Management
Virginia
$17.9M 407,779 +23,454 +6%
Ameriprise
30
Ameriprise
Minnesota
$16.6M 377,747 -142,478 -27%
GVAG
31
Great Valley Advisor Group
Delaware
$15.9M 360,932 +13,577 +4%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$15.8M 359,031 +5,498 +2%
UBS Group
33
UBS Group
Switzerland
$15M 342,331 -7,785 -2%
FSG
34
Financial Strategies Group
Michigan
$14.6M 332,814 +2,992 +0.9%
CA
35
CGN Advisors
Kansas
$14M 318,666 +25,761 +9%
IWM
36
IHT Wealth Management
Illinois
$13.9M 316,963 +199,053 +169%
MML Investors Services
37
MML Investors Services
Massachusetts
$13.4M 305,293 -17,236 -5%
TF
38
TLWM Financial
Texas
$12.3M 279,497 +279,497 New
Bank of America
39
Bank of America
North Carolina
$12.2M 278,068 +69,861 +34%
CWM
40
Cahaba Wealth Management
Georgia
$11.8M 268,928 +19,204 +8%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$11.6M 264,589 +40,854 +18%
EH
42
Equitable Holdings
New York
$11.5M 262,577 -1,259 -0.5%
FIA
43
Foundations Investment Advisors
Arizona
$11.3M 256,103 +256,103 New
RIS
44
Retirement Income Solutions
Michigan
$10.4M 236,646 +8,772 +4%
CIAS
45
Capital Investment Advisory Services
North Carolina
$10.2M 231,648 -6,434 -3%
GWM
46
Geneos Wealth Management
Colorado
$10.1M 229,847 +104,563 +83%
WANY
47
Wealthspire Advisors (New York)
New York
$10M 227,919 +164 +0.1%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$9.82M 223,568 +68,540 +44%
Mariner
49
Mariner
Kansas
$9.56M 217,560 +24,700 +13%
WCM
50
Windsor Capital Management
Arizona
$9.53M 216,897 -4,603 -2%
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