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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.

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

Top Sellers

1
GWP
Gateway Wealth Partners
Wisconsin
$2.03M
2
PRS
Pinkerton Retirement Specialists
Idaho
$0
3
FIA
Foundations Investment Advisors
Arizona
$5.41M
4
Osaic Holdings
Osaic Holdings
Arizona
$46.3M
5
APWA
Atlas Private Wealth Advisors
New Jersey
$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
476
Coppell Advisory Solutions
Texas
$74.2K +$74.2K +1,522 New
VAG
477
VisionPoint Advisory Group
Texas
$73.6K +$21.6K +443 +41%
Bank of Montreal
478
Bank of Montreal
Ontario, Canada
$69.5K +$66.2K +1,345 +2,038%
CHA
479
Carmichael Hill & Associates
Maryland
$68.5K – – –
CP
480
Castleview Partners
Texas
$67.8K -$7.46K -153 -10%
CWC
481
Carolinas Wealth Consulting
North Carolina
$66K – – –
MA
482
MCF Advisors
Kentucky
$64.2K +$64.2K +1,318 New
WP
483
WealthShield Partners
North Carolina
$62.2K +$244 +5 +0.4%
KHC
484
Koesten Hirschmann & Crabtree
Kansas
$60.8K +$60.8K +1,247 New
AIA
485
Armor Investment Advisors
North Carolina
$60.4K +$60.4K +1,240 New
WT
486
Whittier Trust
California
$47K – – –
CWM
487
CarsonAllaria Wealth Management
Illinois
$43.1K -$41.4K -849 -49%
HCP
488
Hexagon Capital Partners
Arkansas
$42.6K +$42.6K +874 New
RAM
489
Riggs Asset Management
Pennsylvania
$42.2K – – –
JWA
490
JFS Wealth Advisors
Pennsylvania
$39.8K -$20.6K -423 -34%
AA
491
Ancora Advisors
Ohio
$39.3K +$26.8K +550 +215%
MRCM
492
M&R Capital Management
New Jersey
$38.5K +$19.5K +401 +103%
FWP
493
FAS Wealth Partners
Kansas
$37.7K – – –
DWM
494
Dogwood Wealth Management
Kansas
$33.8K +$33.8K +694 New
CWA
495
Carolina Wealth Advisors
South Carolina
$32.6K – – –
WIM
496
Westside Investment Management
California
$31.4K – – –
WAS
497
Winch Advisory Services
Wisconsin
$30.3K +$97 +2 +0.3%
DF
498
DecisionPoint Financial
Arizona
$29.8K -$487 -10 -2%
TF
499
Tompkins Financial
New York
$28.7K – – –
SAM
500
Smartleaf Asset Management
Massachusetts
$28.5K +$28.5K +580 New
18 19
20
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