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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

484 hedge funds and large institutions have $5.89B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 28 closing their positions.

Holders
484
Holders Change
+23
Holders Change %
+4.99%
% of All Funds
7.72%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
54
Increased
207
Reduced
165
Closed
28
Calls
$108K
Puts
$4K
Net Calls
+$104K
Net Calls Change
-$1.5M

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$97.2M
2
Creative Planning
2
Creative Planning
Kansas
$2.62B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$114M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$23.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$24.4M
2
V
2
Veritable
Delaware
$0
3
GLA
3
Good Life Advisors
Pennsylvania
$22.6M
4
RWM
4
Reston Wealth Management
Virginia
$15M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$12.1M 275,557 -5,937 -2%
GWM
52
Geneos Wealth Management
Colorado
$11.5M 262,893 +16,616 +7%
Mariner
53
Mariner
Kansas
$11M 250,182 +19,790 +9%
W
54
Wealthquest
Ohio
$10.9M 249,891 +27,808 +13%
CIAS
55
Capital Investment Advisory Services
North Carolina
$10.9M 248,997 +3,858 +2%
RIS
56
Retirement Income Solutions
Michigan
$10.5M 239,025 -265 -0.1%
ACM
57
Advance Capital Management
Michigan
$10.3M 234,206 +55,950 +31%
DJSG
58
D.J. St. Germain
Massachusetts
$10M 228,986 +4,479 +2%
KW
59
KWB Wealth
California
$9.68M 210,874 -1,109 -0.5%
WANY
60
Wealthspire Advisors (New York)
New York
$9.55M 218,177 -6,171 -3%
CSPAM
61
Cary Street Partners Asset Management
Virginia
$9.39M 214,529 +214,529 New
SFG
62
StrategIQ Financial Group
Indiana
$9.24M 210,977 +8,115 +4%
MGIA
63
Moneta Group Investment Advisors
Missouri
$9.18M 209,561 +824 +0.4%
WCM
64
Windsor Capital Management
Arizona
$9.07M 207,076 -6,507 -3%
IWC
65
Integrated Wealth Concepts
Massachusetts
$8.71M 198,975 -39,684 -17%
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$8.58M 196,045 +45,729 +30%
WWM
67
Western Wealth Management
Colorado
$8.54M 195,110 +19,063 +11%
BPA
68
Beacon Pointe Advisors
California
$8.31M 189,710 -3,064 -2%
AF
69
Allworth Financial
California
$8.27M 188,934 +19,504 +12%
PI
70
Pachira Investments
California
$8.1M 184,894 -3,425 -2%
AA
71
Advisory Alpha
Michigan
$7.9M 180,483 +3,435 +2%
MHWM
72
Montz Harcus Wealth Management
Louisiana
$7.87M 179,826 +2,283 +1%
CNC
73
Citizens & Northern Corp
Pennsylvania
$7.81M 178,299 -8,594 -5%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$7.74M 176,820 -9,932 -5%
TC
75
TownSquare Capital
Utah
$7.71M 176,093 -10,770 -6%
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