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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 %
WI
76
WrapManager Inc
California
$7.02M 153,016 +2,492 +2%
GKWIM
77
Gerber Kawasaki Wealth & Investment Management
California
$6.9M 150,316 +31,414 +26%
MFT
78
Moisand Fitzgerald Tamayo
Florida
$6.86M 149,507 +1,785 +1%
V
79
Veritable
Delaware
$6.81M 148,381 -3,850 -3%
IWP
80
IAG Wealth Partners
Wisconsin
$6.34M 138,148 +3,440 +3%
PAS
81
Park Avenue Securities
New York
$6.16M 134,199 +7,722 +6%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$6.14M 133,861 +32,006 +31%
PC
83
Pecaut & Co
Iowa
$5.74M 125,181 +15,506 +14%
PA
84
PSI Advisors
Florida
$5.69M 123,925 -47,296 -28%
NA
85
NewEdge Advisors
Louisiana
$5.28M 114,994 +32,564 +40%
Corient Private Wealth
86
Corient Private Wealth
Florida
$5.26M 114,595 +3,921 +4%
CWM
87
Collaborative Wealth Management
Florida
$5.25M 114,486 +2,045 +2%
CAL
88
Capital Analysts LLC
Pennsylvania
$5.14M 111,919 -153 -0.1%
CAN
89
Cetera Advisor Networks
California
$5.06M 110,346 -2,295 -2%
LFPWM
90
Leicht Financial Planning & Wealth Management
New Jersey
$4.97M 108,269 -15,266 -12%
AWA
91
ARQ Wealth Advisors
Arizona
$4.95M 107,783 -34,183 -24%
VCM
92
Vivaldi Capital Management
Illinois
$4.87M 106,197 +716 +0.7%
WSWA
93
Warren Street Wealth Advisors
California
$4.86M 105,824 +903 +0.9%
SF
94
Symphony Financial
Texas
$4.65M 102,023 +16,756 +20%
FHA
95
Flagship Harbor Advisors
Massachusetts
$4.45M 96,916 +22,379 +30%
JFA
96
JNBA Financial Advisors
Minnesota
$4.32M 94,112 +6,067 +7%
LWMG
97
Levy Wealth Management Group
Pennsylvania
$4.32M 94,095 -3,634 -4%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$4.3M 93,687 -86,005 -48%
IA
99
IFG Advisory
Georgia
$4.26M 92,892 +6,776 +8%
RCA
100
Resonant Capital Advisors
Wisconsin
$4.24M 92,443 -15,061 -14%
2 3
4
5 6