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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 %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$6.6M -$191K -3,925 -3%
OIA
102
OneDigital Investment Advisors
Kansas
$6.56M -$845K -17,343 -11%
TFA
103
TPG Financial Advisors
Oregon
$6.48M +$58K +1,205 +0.9%
SWP
104
Stratos Wealth Partners
Ohio
$6.41M -$1.84M -37,859 -22%
PC
105
Pecaut & Co
Iowa
$6.32M +$536K +10,999 +9%
AWM
106
Avior Wealth Management
Nebraska
$6.23M +$5.52M +113,256 +777%
Northern Trust
107
Northern Trust
Illinois
$6.2M – – –
FA
108
FF Advisors
California
$5.94M +$5.94M +121,871 New
CAL
109
Capital Analysts LLC
Pennsylvania
$5.56M +$128K +2,623 +2%
FHA
110
Flagship Harbor Advisors
Massachusetts
$5.49M +$191K +3,925 +4%
LFPWM
111
Leicht Financial Planning & Wealth Management
New Jersey
$5.47M +$112K +2,304 +2%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$5.46M -$1.19M -24,509 -18%
MSA
113
Marathon Strategic Advisors
Pennsylvania
$5.46M +$5.46M +112,042 New
WSWA
114
Warren Street Wealth Advisors
California
$5.42M +$209K +4,294 +4%
FIA
115
Foundations Investment Advisors
Arizona
$5.41M -$11.1M -229,092 -67%
VCM
116
Vivaldi Capital Management
Illinois
$5.4M +$249K +5,135 +5%
SFI
117
SPC Financial Inc
Maryland
$5.27M +$366K +7,505 +7%
IA
118
IFG Advisory
Georgia
$5.06M +$79.2K +1,625 +2%
WCFA
119
Walkner Condon Financial Advisors
Wisconsin
$5.04M +$636K +13,042 +14%
MFG
120
Merit Financial Group
Georgia
$4.89M -$1.01M -20,777 -17%
CIC
121
Carnegie Investment Counsel
Ohio
$4.71M +$1.45M +29,716 +44%
LWMG
122
Levy Wealth Management Group
Pennsylvania
$4.66M +$102K +2,101 +2%
MFA
123
Millington Financial Advisors
Illinois
$4.62M +$141K +2,890 +3%
B
124
Bensler
Washington
$4.52M +$619K +12,708 +16%
AWA
125
ARQ Wealth Advisors
Arizona
$4.5M +$168K +3,450 +4%
3 4
5
6 7