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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.

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
1
Morgan Stanley
New York
$283M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$212M
3
LPL Financial
3
LPL Financial
California
$544M
4
OFS
4
OneAscent Financial Services
Alabama
$32.2M
5
AWM
5
AE Wealth Management
Kansas
$22.5M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$2.03M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$5.41M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$46.3M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$14.5M +$150K +3,087 +1%
Bank of America
52
Bank of America
North Carolina
$14.1M +$135K +2,779 +1%
GWM
53
Geneos Wealth Management
Colorado
$13.5M +$648K +13,298 +5%
W
54
Wealthquest
Ohio
$13.4M +$1.27M +26,139 +10%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$12.9M -$494K -10,142 -4%
DJSG
56
D.J. St. Germain
Massachusetts
$12.6M +$1.44M +29,642 +13%
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$12.2M +$2.62M +53,708 +27%
1WM
58
1900 Wealth Management
Texas
$12M +$11.1M +228,200 +1,261%
ACM
59
Advance Capital Management
Michigan
$12M +$588K +12,068 +5%
RIS
60
Retirement Income Solutions
Michigan
$12M +$333K +6,842 +3%
CIAS
61
Capital Investment Advisory Services
North Carolina
$11.7M -$457K -9,375 -4%
SCM
62
Sollinda Capital Management
Florida
$11.3M +$11.3M +232,174 New
TC
63
TownSquare Capital
Utah
$10.8M +$2.24M +46,062 +26%
KW
64
KWB Wealth
California
$10.8M +$517K +10,621 +5%
SFG
65
StrategIQ Financial Group
Indiana
$10.6M +$356K +7,316 +3%
WWM
66
Western Wealth Management
Colorado
$10.5M +$954K +19,588 +10%
CSPAM
67
Cary Street Partners Asset Management
Virginia
$10.4M -$6.38K -131 -0.1%
ARC
68
Advisor Resource Council
Texas
$10.1M +$10.1M +207,367 New
WANY
69
Wealthspire Advisors (New York)
New York
$10.1M -$539K -11,053 -5%
WCM
70
Windsor Capital Management
Arizona
$9.91M -$182K -3,730 -2%
MGIA
71
Moneta Group Investment Advisors
Missouri
$9.89M -$316K -6,494 -3%
HSWS
72
Higgins & Schmidt Wealth Strategies
Colorado
$9.86M +$9.86M +202,458 New
AA
73
Advisory Alpha
Michigan
$9.76M +$964K +19,796 +11%
TC
74
Trilogy Capital
California
$9.71M +$1.58M +32,423 +19%
BPA
75
Beacon Pointe Advisors
California
$9.36M +$115K +2,352 +1%
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3
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