SPMD icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Brio Consultants
California
$2.68M -$4.48K -102 -0.2%
WPW
127
Watershed Private Wealth
Illinois
$2.67M +$117K +2,659 +5%
NC
128
NovaPoint Capital
Georgia
$2.66M -$126K -2,874 -5%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$2.6M -$12K -275 -0.5%
SA
130
Scarborough Advisors
Maryland
$2.53M -$76.4K -1,738 -3%
B
131
Bensler
Washington
$2.46M +$277K +6,298 +13%
RFA
132
Register Financial Advisors
Georgia
$2.41M +$70K +1,593 +3%
GWSG
133
GPS Wealth Strategies Group
Colorado
$2.36M +$200K +4,545 +9%
EDRIA
134
Edmonds Duncan Registered Investment Advisors
Kansas
$2.29M +$12.6K +286 +0.6%
PWMG
135
Provence Wealth Management Group
California
$2.23M +$2.23M +50,856 New
UAS
136
United Asset Strategies
New York
$2.22M +$5.62K +128 +0.3%
GF
137
Goodman Financial
Texas
$2.22M -$39.3K -894 -2%
UCFA
138
United Capital Financial Advisors
Texas
$2.2M -$417K -9,500 -16%
MA
139
MJP Associates
Connecticut
$2.19M +$13.2K +300 +0.6%
TCM
140
Towercrest Capital Management
Pennsylvania
$2.17M -$69.6K -1,585 -3%
MCC
141
Money Concepts Capital
Florida
$2.13M +$2.09M +203,096 +5,465%
JF
142
JSF Financial
California
$2.12M +$2.12M +48,200 New
AWA
143
Alta Wealth Advisors
Massachusetts
$2.02M +$159K +3,629 +9%
GIA
144
Gladstone Institutional Advisory
Florida
$2.02M +$438K +9,967 +28%
GM
145
GeoWealth Management
Illinois
$2.01M +$165K +3,761 +9%
GSC
146
G&S Capital
Colorado
$1.98M +$76.7K +1,745 +4%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.98M -$286K -6,506 -13%
T
148
TrueFG
Texas
$1.96M +$108K +2,454 +6%
RWA
149
Rooted Wealth Advisors
Illinois
$1.94M +$6.1K +140 +0.3%
LFG
150
Larson Financial Group
Missouri
$1.87M -$63.5K -1,446 -3%
4 5
6
7 8