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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 %
PCA
551
Prosperity Capital Advisors
Ohio
– -$3.68M -84,113 Closed
SXL
552
Summit X LLC
Missouri
– -$2.89M -66,083 Closed
SFS
553
Security Financial Services
Indiana
– -$2.56M -58,474 Closed
KFGK
554
Keystone Financial Group (Kentucky)
Kentucky
– -$2.07M -47,289 Closed
HF
555
HRT Financial
New York
– -$1.92M -43,849 Closed
WAS
556
Wealth Advisory Solutions
Indiana
– -$1.87M -42,793 Closed
CAM
557
Cobblestone Asset Management
Virginia
– -$1.16M -26,493 Closed
CWM
558
Congress Wealth Management
Massachusetts
– -$597K -13,637 Closed
CFS
559
Commonwealth Financial Services
West Virginia
– -$447K -10,219 Closed
TSS
560
Two Sigma Securities
New York
– -$425K -9,710 Closed
EW
561
Evoke Wealth
California
– -$337K -7,707 Closed
Fisher Asset Management
562
Fisher Asset Management
Washington
– -$247K -5,650 Closed
ZIM
563
Zacks Investment Management
Illinois
– -$245K -5,604 Closed
SF
564
Safeguard Financial
Wisconsin
– -$234K -5,354 Closed
ATC
565
Argent Trust Co
Tennessee
– -$206K -4,696 Closed
SAM
566
Securian Asset Management
Minnesota
– -$162K -3,700 Closed
Legacy Financial Group (Iowa)
567
Legacy Financial Group (Iowa)
Iowa
– -$96.5K -2,203 Closed
RIA
568
Realta Investment Advisors
Delaware
– -$65.6K -1,429 Closed
RW
569
RVW Wealth
California
– -$28.1K -642 Closed
MHR
570
Matthew Hamilton Rosenberg
– -$22.6K -515 Closed
PA
571
Parallel Advisors
California
– -$20.7K -472 Closed
WWP
572
WR Wealth Planners
Missouri
– -$15.1K -346 Closed
AA
573
Addison Advisors
Vermont
– -$13.2K -301 Closed
S
574
SignatureFD
Georgia
– -$8.46K -193 Closed
TIM
575
Tortoise Investment Management
New York
– -$8.28K -189 Closed
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