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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 %
Ameriprise
26
Ameriprise
Minnesota
$26.1M 568,023 +190,276 +50%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$22M 479,293 -119,242 -20%
FIBT
28
First International Bank & Trust
North Dakota
$21.8M 474,153 +43,034 +10%
MWPCG
29
Measured Wealth Private Client Group
New Hampshire
$21M 457,992 +98,961 +28%
GVAG
30
Great Valley Advisor Group
Delaware
$20.6M 448,546 +87,614 +24%
GRP
31
Global Retirement Partners
California
$19.4M 422,309 +4,874 +1%
RWM
32
Reston Wealth Management
Virginia
$19.1M 415,717 +7,938 +2%
TPSF
33
Texas Permanent School Fund
Texas
$18M 392,843 +392,843 New
FSG
34
Financial Strategies Group
Michigan
$17.9M 389,804 +56,990 +17%
William Blair & Company
35
William Blair & Company
Illinois
$17.4M 379,333 +225,821 +147%
UBS Group
36
UBS Group
Switzerland
$17M 369,885 +27,554 +8%
CA
37
CGN Advisors
Kansas
$16.2M 353,883 +35,217 +11%
MML Investors Services
38
MML Investors Services
Massachusetts
$15.6M 340,302 +35,009 +11%
IWM
39
IHT Wealth Management
Illinois
$14.7M 320,350 +3,387 +1%
FIA
40
Foundations Investment Advisors
Arizona
$13.7M 299,358 +43,255 +17%
TF
41
TLWM Financial
Texas
$13.6M 296,597 +17,100 +6%
EH
42
Equitable Holdings
New York
$13.6M 296,199 +33,622 +13%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$12.9M 281,494 +27,684 +11%
CWM
44
Cahaba Wealth Management
Georgia
$12.8M 279,810 +10,882 +4%
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$12.4M 270,952 +6,363 +2%
GWM
46
Geneos Wealth Management
Colorado
$11.3M 246,277 +16,430 +7%
CIAS
47
Capital Investment Advisory Services
North Carolina
$11.2M 245,139 +13,491 +6%
RIS
48
Retirement Income Solutions
Michigan
$11M 239,290 +2,644 +1%
IWC
49
Integrated Wealth Concepts
Massachusetts
$11M 238,659 +94,680 +66%
Mariner
50
Mariner
Kansas
$10.6M 230,392 +12,832 +6%
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