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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
GLA
2
Good Life Advisors
Pennsylvania
$22.6M
3
RWM
3
Reston Wealth Management
Virginia
$15M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27.6M
5
TFA
5
TPG Financial Advisors
Oregon
$5.85M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
101
Merit Financial Group
Georgia
$5.3M 121,079 +74,944 +162%
PC
102
Pecaut & Co
Iowa
$5.2M 118,754 -6,427 -5%
CAL
103
Capital Analysts LLC
Pennsylvania
$4.88M 111,533 -386 -0.3%
UBS AM
104
UBS AM
Illinois
$4.84M 110,438 +110,438 New
LFPWM
105
Leicht Financial Planning & Wealth Management
New Jersey
$4.82M 109,961 +1,692 +2%
FHA
106
Flagship Harbor Advisors
Massachusetts
$4.76M 108,752 +11,836 +12%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$4.73M 108,124 +74,875 +225%
WSWA
108
Warren Street Wealth Advisors
California
$4.69M 107,007 +1,183 +1%
VCM
109
Vivaldi Capital Management
Illinois
$4.65M 106,221 +24 +0%
IA
110
IFG Advisory
Georgia
$4.48M 102,318 +9,426 +10%
SFI
111
SPC Financial Inc
Maryland
$4.41M 100,708 +100,708 New
LWMG
112
Levy Wealth Management Group
Pennsylvania
$4.1M 93,580 -515 -0.5%
MFA
113
Millington Financial Advisors
Illinois
$4.03M 91,950 +1,391 +2%
WCFA
114
Walkner Condon Financial Advisors
Wisconsin
$3.96M 90,326 +592 +0.7%
Goldman Sachs
115
Goldman Sachs
New York
$3.95M 90,190 +3,658 +4%
JFA
116
JNBA Financial Advisors
Minnesota
$3.9M 88,954 -5,158 -5%
AWA
117
ARQ Wealth Advisors
Arizona
$3.89M 88,882 -18,901 -18%
RCA
118
Resonant Capital Advisors
Wisconsin
$3.83M 87,552 -4,891 -5%
Cerity Partners
119
Cerity Partners
New York
$3.71M 84,677 -1,122 -1%
PCA
120
Prosperity Capital Advisors
Ohio
$3.68M 84,113 +84,113 New
CG
121
Colony Group
Massachusetts
$3.66M 83,560 -1,042 -1%
MWM
122
Modera Wealth Management
New Jersey
$3.57M 81,492 -1,361 -2%
B
123
Bensler
Washington
$3.51M 80,065 -4,600 -5%
AWA
124
Alta Wealth Advisors
Massachusetts
$3.48M 79,567 +31,296 +65%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$3.44M 78,503 -15,184 -16%
3 4
5
6 7