SPMD icon

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 %
Corient Private Wealth
76
Corient Private Wealth
Florida
$7.61M 165,903 +51,308 +45%
WA
77
WBH Advisory
Maryland
$7.57M 172,926 -2,439 -1%
MHS
78
M Holdings Securities
Oregon
$7.49M 171,064 +138,515 +426%
SWP
79
Stratos Wealth Partners
Ohio
$7.42M 169,409 -8,154 -5%
TC
80
Trilogy Capital
California
$7.31M 166,922 -1,296 -0.8%
ACM
81
Anfield Capital Management
California
$7.11M 162,337 -31,081 -16%
WI
82
WrapManager Inc
California
$6.9M 157,657 +4,641 +3%
PWG
83
Private Wealth Group
Florida
$6.77M 154,707 +64,277 +71%
OIA
84
OneDigital Investment Advisors
Kansas
$6.65M 151,907 -8,700 -5%
PFO
85
Pathstone Family Office
New Jersey
$6.61M 151,000 +151,000 New
MFT
86
Moisand Fitzgerald Tamayo
Florida
$6.54M 149,373 -134 -0.1%
PAS
87
Park Avenue Securities
New York
$6.35M 144,967 +10,768 +8%
HPC
88
HM Payson & Co
Maine
$6.3M 143,785 -22,128 -13%
PA
89
PSI Advisors
Florida
$6.28M 143,321 +19,396 +16%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$6.11M 139,418 +5,557 +4%
Citadel Advisors
91
Citadel Advisors
Florida
$6.04M 137,825 +116,258 +539%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$6M 136,655 +60,280 +79%
IWP
93
IAG Wealth Partners
Wisconsin
$5.89M 134,433 -3,715 -3%
TFA
94
TPG Financial Advisors
Oregon
$5.85M 133,523 -55,275 -29%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$5.72M 130,670 +130,670 New
CAN
96
Cetera Advisor Networks
California
$5.62M 128,301 +17,955 +16%
Northern Trust
97
Northern Trust
Illinois
$5.58M 127,357 +38,771 +44%
CWM
98
Collaborative Wealth Management
Florida
$5.55M 126,685 +12,199 +11%
NA
99
NewEdge Advisors
Louisiana
$5.54M 126,462 +11,468 +10%
SF
100
Symphony Financial
Texas
$5.49M 127,098 +25,075 +25%
2 3
4
5 6