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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

434 hedge funds and large institutions have $5.04B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 139 reducing their positions, and 38 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
6.95%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.54%
New
54
Increased
189
Reduced
139
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.36B
2
CWM
2
Cornerstone Wealth Management
Missouri
$33.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$70.1M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$48.4M
5
ACM
5
AlphaStar Capital Management
North Carolina
$36.5M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$264M
2
AA
2
ACT Advisors
North Carolina
$0
3
IA
3
IFP Advisors
Florida
$3.12M
4
Ameriprise
4
Ameriprise
Minnesota
$16.6M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CNC
51
Citizens & Northern Corp
Pennsylvania
$9.42M 214,392 +5,022 +2%
MGIA
52
Moneta Group Investment Advisors
Missouri
$9.3M 211,658 +12,221 +6%
BPA
53
Beacon Pointe Advisors
California
$8.87M 201,954 -3,244 -2%
SFG
54
StrategIQ Financial Group
Indiana
$8.63M 196,396 +7,689 +4%
ACM
55
Anfield Capital Management
California
$8.57M 194,945 +194,945 New
W
56
Wealthquest
Ohio
$8.43M 191,788 +23,461 +14%
TC
57
TownSquare Capital
Utah
$8.34M 189,755 -5,721 -3%
MHS
58
M Holdings Securities
Oregon
$8.21M 186,924 -14,139 -7%
TFA
59
TPG Financial Advisors
Oregon
$7.95M 181,012 +5,732 +3%
EWM
60
Executive Wealth Management
Michigan
$7.94M 180,735 +28,719 +19%
ACM
61
Advance Capital Management
Michigan
$7.93M 180,503 -2,048 -1%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$7.9M 179,820 +65,607 +57%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$7.9M 179,692 -82,214 -31%
AA
64
Advisory Alpha
Michigan
$7.7M 175,286 -63,294 -27%
AF
65
Allworth Financial
California
$7.6M 172,926 +5,414 +3%
MHWM
66
Montz Harcus Wealth Management
Louisiana
$7.57M 172,177 +1,833 +1%
PA
67
PSI Advisors
Florida
$7.52M 171,221 +16,855 +11%
OIA
68
OneDigital Investment Advisors
Kansas
$7.47M 169,923 -8,384 -5%
HPC
69
HM Payson & Co
Maine
$7.29M 165,913 +165,913 New
WA
70
WBH Advisory
Maryland
$7.18M 163,340 +163,340 New
TC
71
Trilogy Capital
California
$6.97M 158,732 -55,992 -26%
WWM
72
Western Wealth Management
Colorado
$6.75M 153,582 +1,091 +0.7%
William Blair & Company
73
William Blair & Company
Illinois
$6.75M 153,512 +99,457 +184%
V
74
Veritable
Delaware
$6.69M 152,231 -1,665 -1%
WI
75
WrapManager Inc
California
$6.61M 150,524 -651 -0.4%
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