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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

461 hedge funds and large institutions have $5.75B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 207 increasing their positions, 142 reducing their positions, and 20 closing their positions.

Holders
461
Holders Change
+27
Holders Change %
+6.22%
% of All Funds
7.27%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
51
Increased
207
Reduced
142
Closed
20
Calls
$1.62M
Puts
$9K
Net Calls
+$1.61M
Net Calls Change
+$1.61M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.67B
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
LPL Financial
3
LPL Financial
California
$472M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$92.4M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$49.6M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$33.6M
2
PAG
2
Private Advisor Group
New Jersey
$55.4M
3
ACM
3
AlphaStar Capital Management
North Carolina
$27.9M
4
TA
4
Tiedemann Advisors
New York
$266M
5
MCC
5
Money Concepts Capital
Florida
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
DJSG
51
D.J. St. Germain
Massachusetts
$10.3M 224,507 +224,507 New
WANY
52
Wealthspire Advisors (New York)
New York
$10.3M 224,348 -3,571 -2%
Bank of America
53
Bank of America
North Carolina
$10.3M 224,287 -53,781 -19%
W
54
Wealthquest
Ohio
$10.2M 222,083 +30,295 +16%
WCM
55
Windsor Capital Management
Arizona
$9.8M 213,583 -3,314 -2%
KW
56
KWB Wealth
California
$9.73M 211,983 +70,198 +50%
MGIA
57
Moneta Group Investment Advisors
Missouri
$9.58M 208,737 -2,921 -1%
SFG
58
StrategIQ Financial Group
Indiana
$9.31M 202,862 +6,466 +3%
ACM
59
Anfield Capital Management
California
$8.88M 193,418 -1,527 -0.8%
BPA
60
Beacon Pointe Advisors
California
$8.85M 192,774 -9,180 -5%
TFA
61
TPG Financial Advisors
Oregon
$8.66M 188,798 +7,786 +4%
PI
62
Pachira Investments
California
$8.64M 188,319 +188,319 New
CNC
63
Citizens & Northern Corp
Pennsylvania
$8.58M 186,893 -27,499 -13%
TC
64
TownSquare Capital
Utah
$8.58M 186,863 -2,892 -2%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$8.57M 186,752 -36,816 -16%
ACM
66
Advance Capital Management
Michigan
$8.18M 178,256 -2,247 -1%
SWP
67
Stratos Wealth Partners
Ohio
$8.15M 177,563 +29,796 +20%
MHWM
68
Montz Harcus Wealth Management
Louisiana
$8.15M 177,543 +5,366 +3%
AA
69
Advisory Alpha
Michigan
$8.12M 177,048 +1,762 +1%
WWM
70
Western Wealth Management
Colorado
$8.08M 176,047 +22,465 +15%
WA
71
WBH Advisory
Maryland
$8.05M 175,365 +12,025 +7%
TC
72
Trilogy Capital
California
$7.97M 168,218 +9,486 +6%
AF
73
Allworth Financial
California
$7.78M 169,430 -3,496 -2%
HPC
74
HM Payson & Co
Maine
$7.61M 165,913 – –
OIA
75
OneDigital Investment Advisors
Kansas
$7.37M 160,607 -9,316 -5%
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3
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