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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 %
MFA
101
Millington Financial Advisors
Illinois
$4.16M 90,559 -968 -1%
PWG
102
Private Wealth Group
Florida
$4.15M 90,430 +55,090 +156%
WCFA
103
Walkner Condon Financial Advisors
Wisconsin
$4.12M 89,734 +849 +1%
Northern Trust
104
Northern Trust
Illinois
$4.07M 88,586 -2,070 -2%
Goldman Sachs
105
Goldman Sachs
New York
$3.97M 86,532 – –
Cerity Partners
106
Cerity Partners
New York
$3.94M 85,799 +85,799 New
AWM
107
AE Wealth Management
Kansas
$3.93M 85,554 +22,216 +35%
B
108
Bensler
Washington
$3.89M 84,665 +28,723 +51%
CG
109
Colony Group
Massachusetts
$3.88M 84,602 – –
MWM
110
Modera Wealth Management
New Jersey
$3.8M 82,853 +68,825 +491%
PFA
111
Pure Financial Advisors
California
$3.54M 77,074 -1,291 -2%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$3.5M 76,196 -103,624 -58%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$3.49M 76,375 +58,233 +321%
APC
114
Aspire Private Capital
North Carolina
$3.28M 71,505 -1,160 -2%
AFP
115
Ausdal Financial Partners
Iowa
$3.09M 67,378 +1,418 +2%
CI
116
Cavalier Investments
Georgia
$2.99M 65,096 +65,096 New
VIM
117
Vista Investment Management
Pennsylvania
$2.94M 64,080 +430 +0.7%
DC
118
Destiny Capital
Colorado
$2.92M 63,554 -531 -0.8%
AFS
119
Annapolis Financial Services
Maryland
$2.91M 63,389 +40 +0.1%
NC
120
NovaPoint Capital
Georgia
$2.9M 63,266 +2,627 +4%
WPW
121
Watershed Private Wealth
Illinois
$2.87M 62,440 +1,590 +3%
CCT
122
Chemung Canal Trust
New York
$2.8M 60,994 – –
KBFS
123
Kohmann Bosshard Financial Services
Ohio
$2.72M 59,176 -259 -0.4%
PWMG
124
Provence Wealth Management Group
California
$2.71M 58,971 +8,115 +16%
GWSG
125
GPS Wealth Strategies Group
Colorado
$2.69M 58,655 +4,986 +9%
3 4
5
6 7