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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
HighTower Advisors
2
HighTower Advisors
Illinois
$70.1M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$48.4M
4
ACM
4
AlphaStar Capital Management
North Carolina
$36.5M
5
FIBT
5
First International Bank & Trust
North Dakota
$18.9M

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 %
SWP
76
Stratos Wealth Partners
Ohio
$6.49M 147,767 -2,627 -2%
MFT
77
Moisand Fitzgerald Tamayo
Florida
$6.49M 147,722 +3,584 +2%
IWC
78
Integrated Wealth Concepts
Massachusetts
$6.33M 143,979 +95,487 +197%
AWA
79
ARQ Wealth Advisors
Arizona
$6.24M 141,966 -3,310 -2%
KW
80
KWB Wealth
California
$6.03M 141,785 +80 +0.1%
IWP
81
IAG Wealth Partners
Wisconsin
$5.92M 134,708 -204 -0.2%
PAS
82
Park Avenue Securities
New York
$5.56M 126,477 +15,565 +14%
LFPWM
83
Leicht Financial Planning & Wealth Management
New Jersey
$5.43M 123,535 +3,789 +3%
WAOI
84
Wealth Advisors of Iowa
Iowa
$5.23M 118,939 +118,939 New
GKWIM
85
Gerber Kawasaki Wealth & Investment Management
California
$5.22M 118,902 +7,138 +6%
APA
86
Astoria Portfolio Advisors
New York
$5.14M 118,821 +27,562 +30%
CAN
87
Cetera Advisor Networks
California
$4.95M 112,641 +3,435 +3%
CWM
88
Collaborative Wealth Management
Florida
$4.94M 112,441 +23,806 +27%
CAL
89
Capital Analysts LLC
Pennsylvania
$4.93M 112,072 -20,648 -16%
Corient Private Wealth
90
Corient Private Wealth
Florida
$4.86M 110,674 +34,521 +45%
PC
91
Pecaut & Co
Iowa
$4.82M 109,675 +3,304 +3%
RCA
92
Resonant Capital Advisors
Wisconsin
$4.72M 107,504 +3,082 +3%
VCM
93
Vivaldi Capital Management
Illinois
$4.63M 105,481 -24,554 -19%
WSWA
94
Warren Street Wealth Advisors
California
$4.61M 104,921 +2,852 +3%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$4.48M 101,855 +5,243 +5%
LWMG
96
Levy Wealth Management Group
Pennsylvania
$4.29M 97,729 +208 +0.2%
Jane Street
97
Jane Street
New York
$4.29M 97,525 -113,505 -54%
MFA
98
Millington Financial Advisors
Illinois
$4.02M 91,527 -714 -0.8%
MFG
99
Merit Financial Group
Georgia
$4.02M 91,500 +1,670 +2%
Northern Trust
100
Northern Trust
Illinois
$3.98M 90,656 +888 +1%
2 3
4
5 6