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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
HWA
476
HHM Wealth Advisors
Tennessee
$1.53K – – –
CSC
477
Caldwell Sutter Capital
California
$1.05K – – –
TSWM
478
Tyler-Stone Wealth Management
Ohio
$1K +$1K +33 New
GI
479
Gradient Investments
Minnesota
$788 – – –
FCA
480
FinTrust Capital Advisors
South Carolina
$701 – – –
MIM
481
Macroview Investment Management
Maryland
$546 – – –
Citigroup
482
Citigroup
New York
$482 -$263 -6 -35%
PCMC
483
Private Capital Management (Colorado)
Colorado
$438 +$438 +10 New
TAM
484
Tucker Asset Management
Colorado
$263 – – –
V
485
Veritable
Delaware
– -$6.81M -148,381 Closed
CI
486
CX Institutional
Indiana
– -$2.09M -45,621 Closed
APA
487
Astoria Portfolio Advisors
New York
– -$1.33M -28,186 Closed
AWM
488
Apollon Wealth Management
South Carolina
– -$814K -17,733 Closed
LWM
489
Laidlaw Wealth Management
New York
– -$662K -14,425 Closed
ISWM
490
Independent Solutions Wealth Management
New York
– -$559K -12,180 Closed
Chevy Chase Trust
491
Chevy Chase Trust
Maryland
– -$312K -6,800 Closed
CCM
492
Crabel Capital Management
California
– -$308K -6,710 Closed
BP
493
Ballentine Partners
Massachusetts
– -$279K -6,087 Closed
SBH
494
Segall Bryant & Hamill
Illinois
– -$271K -5,911 Closed
AWA
495
Arete Wealth Advisors
Illinois
– -$255K -5,549 Closed
RWA
496
Rooted Wealth Advisors
Illinois
– -$237K -5,185 Closed
CBFP
497
Cedar Brook Financial Partners
Ohio
– -$211K -4,594 Closed
HIP
498
HUB Investment Partners
Texas
– -$205K -4,465 Closed
CPRC
499
Consolidated Portfolio Review Corp
New York
– -$200K -4,361 Closed
AIA
500
Armor Investment Advisors
North Carolina
– -$56.9K -1,240 Closed
17 18 19
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