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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 %
GJIA
501
Glass Jacobson Investment Advisors
Maryland
$28.3K +$9.55K +196 +51%
RIM
502
Rockbridge Investment Management
New York
$28.2K +$28.2K +579 New
CJ
503
Caitlin John
Michigan
$27.8K +$27.8K +571 New
SN
504
Sittner & Nelson
Oregon
$27.5K +$27.5K +565 New
CTC
505
Central Trust Company
Missouri
$27K – – –
BFEC
506
Benjamin F. Edwards & Company
Missouri
$26K +$26K +525 New
SS
507
Sunbelt Securities
Texas
$24.1K – – –
FBC
508
Fairfield, Bush & Co
Connecticut
$23.1K +$23.1K +475 New
BC
509
Bartlett & Co
Ohio
$21K – – –
BCWM
510
Bartlett & Co Wealth Management
Ohio
$20.8K – – –
MSG
511
Main Street Group
Virginia
$19.1K +$19.1K +392 New
FFA
512
Frazier Financial Advisors
Ohio
$16.7K +$16.7K +343 New
PS
513
Principal Securities
Iowa
$15.7K +$15.7K +323 New
VAMG
514
Voisard Asset Management Group
Michigan
$13.2K +$13.2K +271 New
CIA
515
Cape Investment Advisory
Georgia
$12.9K -$13.2K -271 -51%
HNB
516
Huntington National Bank
Ohio
$12.4K – – –
SIS
517
Sound Income Strategies
Florida
$10.9K – – –
GTAM
518
Global Trust Asset Management
Florida
$9.21K – – –
GA
519
GoalVest Advisory
New York
$8.67K – – –
ACA
520
Atlas Capital Advisors
Wyoming
$7.7K – – –
RIL
521
Rothschild Investment LLC
Illinois
$7.41K +$7.41K +152 New
GI
522
Gradient Investments
Minnesota
$6.63K +$5.75K +118 +656%
Deutsche Bank
523
Deutsche Bank
Germany
$6.43K – – –
LC
524
Lindbrook Capital
California
$6.24K – – –
AAP
525
Arax Advisory Partners
Colorado
$5.75K -$4.34K -89 -43%
19 20
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