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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 %
Mariner
76
Mariner
Kansas
$9.11M -$3.08M -63,289 -25%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$9.01M +$2.65M +54,292 +42%
WA
78
WBH Advisory
Maryland
$8.93M +$503K +10,324 +6%
PI
79
Pachira Investments
California
$8.89M -$115K -2,353 -1%
AF
80
Allworth Financial
California
$8.85M -$351K -7,204 -4%
AWA
81
Alta Wealth Advisors
Massachusetts
$8.84M +$4.96M +101,794 +128%
MHWM
82
Montz Harcus Wealth Management
Louisiana
$8.78M +$19.9K +409 +0.2%
PA
83
PSI Advisors
Florida
$8.67M +$1.68M +34,570 +24%
CNC
84
Citizens & Northern Corp
Pennsylvania
$8.4M -$286K -5,876 -3%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$8.29M +$8.29M +170,227 New
Goldman Sachs
86
Goldman Sachs
New York
$8.21M +$3.82M +78,368 +87%
MHS
87
M Holdings Securities
Oregon
$8.15M -$190K -3,892 -2%
ACM
88
Anfield Capital Management
California
$7.77M -$140K -2,869 -2%
NSAM
89
North Star Asset Management
Wisconsin
$7.75M +$7.15M +146,819 +1,208%
WI
90
WrapManager Inc
California
$7.5M -$177K -3,643 -2%
SF
91
Symphony Financial
Texas
$7.45M +$1.42M +29,795 +23%
PAS
92
Park Avenue Securities
New York
$7.35M +$287K +5,892 +4%
PWG
93
Private Wealth Group
Florida
$7.33M -$206K -4,238 -3%
IPW
94
Impact Partnership Wealth
Georgia
$7.24M +$7.24M +148,700 New
IWC
95
Integrated Wealth Concepts
Massachusetts
$7.15M -$2.55M -52,282 -26%
CAN
96
Cetera Advisor Networks
California
$7.08M +$828K +16,997 +13%
IWP
97
IAG Wealth Partners
Wisconsin
$7.06M +$509K +10,454 +8%
HPC
98
HM Payson & Co
Maine
$7.01M – – –
NA
99
NewEdge Advisors
Louisiana
$6.74M +$584K +11,993 +9%
CWM
100
Collaborative Wealth Management
Florida
$6.6M +$430K +8,826 +7%
2 3
4
5 6