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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$24.4M 556,546 -230,158 -29%
PRS
27
Pinkerton Retirement Specialists
Idaho
$23.8M 544,513 +544,513 New
GLA
28
Good Life Advisors
Pennsylvania
$22.6M 516,132 -78,338 -13%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$22.5M 513,632 +34,339 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$21M 480,498 +404,302 +531%
GVAG
31
Great Valley Advisor Group
Delaware
$20.6M 470,352 +21,806 +5%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$20.5M 467,583 +9,591 +2%
FIBT
33
First International Bank & Trust
North Dakota
$19.2M 438,801 -35,352 -7%
TPSF
34
Texas Permanent School Fund
Texas
$18.8M 430,216 +37,373 +10%
GRP
35
Global Retirement Partners
California
$18.4M 431,600 +9,291 +2%
William Blair & Company
36
William Blair & Company
Illinois
$18.4M 420,508 +41,175 +11%
FSG
37
Financial Strategies Group
Michigan
$17.5M 397,370 +7,566 +2%
UBS Group
38
UBS Group
Switzerland
$16.8M 383,611 +13,726 +4%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$16M 366,234 +366,234 New
CA
40
CGN Advisors
Kansas
$16M 366,206 +12,323 +3%
RWM
41
Reston Wealth Management
Virginia
$15M 342,372 -73,345 -18%
FIA
42
Foundations Investment Advisors
Arizona
$14.9M 340,571 +41,213 +14%
TF
43
TLWM Financial
Texas
$14.7M 334,757 +38,160 +13%
EH
44
Equitable Holdings
New York
$14.3M 326,758 +30,559 +10%
MML Investors Services
45
MML Investors Services
Massachusetts
$14.2M 324,164 -16,138 -5%
IWM
46
IHT Wealth Management
Illinois
$12.9M 293,839 -26,511 -8%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$12.8M 293,154 +292,559 +49,170%
CWM
48
Cahaba Wealth Management
Georgia
$12.7M 290,591 +10,781 +4%
Bank of America
49
Bank of America
North Carolina
$12.6M 286,779 +62,492 +28%
RPGK
50
Retirement Planning Group (Kansas)
Kansas
$12.3M 280,499 +9,547 +4%
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