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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 %
WCFA
101
Walkner Condon Financial Advisors
Wisconsin
$3.9M 88,885 -966 -1%
JFA
102
JNBA Financial Advisors
Minnesota
$3.87M 88,045 -99 -0.1%
GWM
103
GSB Wealth Management
Connecticut
$3.85M 90,100 -6,702 -7%
Goldman Sachs
104
Goldman Sachs
New York
$3.8M 86,532 +888 +1%
IA
105
IFG Advisory
Georgia
$3.78M 86,116 +25,323 +42%
CG
106
Colony Group
Massachusetts
$3.72M 84,602 -13,128 -13%
SF
107
Symphony Financial
Texas
$3.68M 85,267 +16,639 +24%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$3.67M 83,441 +74,548 +838%
NA
109
NewEdge Advisors
Louisiana
$3.62M 82,430 +35,928 +77%
ARC
110
Advisor Resource Council
Texas
$3.6M 82,182 +82,182 New
SFI
111
SPC Financial Inc
Maryland
$3.54M 80,662 +3,307 +4%
AI
112
Atria Investments
North Carolina
$3.46M 78,640 +78,640 New
PFA
113
Pure Financial Advisors
California
$3.44M 78,365 -1,621 -2%
FHA
114
Flagship Harbor Advisors
Massachusetts
$3.28M 74,537 +22,372 +43%
APC
115
Aspire Private Capital
North Carolina
$3.19M 72,665 +6,836 +10%
PFM
116
Parsec Financial Management
North Carolina
$3.13M 71,316 -2,941 -4%
IA
117
IFP Advisors
Florida
$3.12M 37,386 -255,732 -87%
AFP
118
Ausdal Financial Partners
Iowa
$2.9M 65,960 +3,885 +6%
DC
119
Destiny Capital
Colorado
$2.82M 64,085 -287 -0.4%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$2.81M 63,946 -115 -0.2%
VIM
121
Vista Investment Management
Pennsylvania
$2.8M 63,650 -794 -1%
AFS
122
Annapolis Financial Services
Maryland
$2.78M 63,349 +35 +0.1%
AWM
123
AE Wealth Management
Kansas
$2.78M 63,338 +7,073 +13%
NAS
124
Nicolet Advisory Services
Wisconsin
$2.71M 63,209 -4,679 -7%
CCT
125
Chemung Canal Trust
New York
$2.68M 60,994 – –
3 4
5
6 7