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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 %
RFG
526
REAP Financial Group
Texas
$5.36K +$5.36K +110 New
IHWM
527
Iron Horse Wealth Management
Iowa
$5.12K – – –
APW
528
Atlantic Private Wealth
North Carolina
$4.29K – – –
NC
529
NewSquare Capital
Pennsylvania
$3.36K -$9.45K -194 -74%
JWM
530
Janiczek Wealth Management
Colorado
$2.89K +$2.89K +59 New
JFGIW
531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.63K – – –
CAM
532
Creekmur Asset Management
Illinois
$2.58K +$2.58K +53 New
CFGS
533
Concourse Financial Group Securities
Alabama
$2.39K – – –
BWM
534
Baystate Wealth Management
Massachusetts
$2.06K +$2.06K +42 New
RPCA
535
Running Point Capital Advisors
California
$2.05K -$926 -19 -31%
TSWM
536
Tyler-Stone Wealth Management
Ohio
$1.61K – – –
S
537
Sachetta
Massachusetts
$1.38K +$1.38K +28 New
CSC
538
Caldwell Sutter Capital
California
$1.17K – – –
CA
539
Clearstead Advisors
Ohio
$1.02K -$1.02K -21 -50%
C
540
Covestor
United Kingdom
$1K -$560 -14 -36%
EA
541
Evolution Advisers
Virginia
$1K +$1K +15 New
FCA
542
FinTrust Capital Advisors
South Carolina
$780 – – –
Citigroup
543
Citigroup
New York
$780 +$244 +5 +45%
BNP Paribas Financial Markets
544
BNP Paribas Financial Markets
France
$780 +$780 +16 New
CI
545
Cordant Inc
Oregon
$731 +$731 +15 New
MIM
546
Macroview Investment Management
Maryland
$608 – – –
BCMLT
547
Beacon Capital Management LLC (Tennessee)
Tennessee
$569 -$58.8K -1,344 -99%
TAM
548
Tucker Asset Management
Colorado
$292 – – –
PRS
549
Pinkerton Retirement Specialists
Idaho
– -$23.8M -544,513 Closed
UBS AM
550
UBS AM
Illinois
– -$4.84M -110,438 Closed
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