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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.

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
1
Morgan Stanley
New York
$283M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$212M
3
LPL Financial
3
LPL Financial
California
$544M
4
OFS
4
OneAscent Financial Services
Alabama
$32.2M
5
AWM
5
AE Wealth Management
Kansas
$22.5M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$2.03M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$5.41M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$46.3M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$28.2M -$1.06M -21,803 -4%
ACM
27
AlphaStar Capital Management
North Carolina
$28.1M +$513K +10,532 +2%
AssetMark Inc
28
AssetMark Inc
California
$27.1M -$922K -18,924 -3%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$26.2M +$1.13M +23,141 +5%
GLA
30
Good Life Advisors
Pennsylvania
$25.7M +$588K +12,071 +2%
William Blair & Company
31
William Blair & Company
Illinois
$25.4M +$4.94M +101,478 +24%
UBS Group
32
UBS Group
Switzerland
$23.7M +$4.98M +102,135 +27%
AWM
33
AE Wealth Management
Kansas
$22.5M +$20.4M +420,933 +940%
FIBT
34
First International Bank & Trust
North Dakota
$22.5M +$1.14M +23,470 +5%
MWPCG
35
Measured Wealth Private Client Group
New Hampshire
$22.5M -$287K -5,883 -1%
TPSF
36
Texas Permanent School Fund
Texas
$22.2M +$1.28M +26,344 +6%
GRP
37
Global Retirement Partners
California
$20.9M +$394K +8,290 +2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$20M +$2.13M +43,646 +12%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$19.3M +$10.7M +219,674 +124%
FSG
40
Financial Strategies Group
Michigan
$19M -$72.8K -1,514 -0.4%
CA
41
CGN Advisors
Kansas
$17.8M -$35.7K -732 -0.2%
RWM
42
Reston Wealth Management
Virginia
$17.2M +$540K +11,077 +3%
TF
43
TLWM Financial
Texas
$16.9M +$622K +12,764 +4%
EH
44
Equitable Holdings
New York
$16.9M +$986K +20,238 +6%
Corient Private Wealth
45
Corient Private Wealth
Florida
$16.5M +$8.4M +172,445 +104%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$15.8M +$1.52M +31,245 +11%
MML Investors Services
47
MML Investors Services
Massachusetts
$15.8M +$1.9K +39 +0%
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$15.3M +$1.64M +33,727 +12%
HBT
49
Hills Bank & Trust
Iowa
$15M +$15M +307,215 New
CWM
50
Cahaba Wealth Management
Georgia
$14.9M +$700K +14,358 +5%
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