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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 %
NAS
126
Nicolet Advisory Services
Wisconsin
$2.67M 59,073 -4,136 -7%
BC
127
Brio Consultants
California
$2.66M 57,942 -2,942 -5%
RFA
128
Register Financial Advisors
Georgia
$2.65M 57,703 +2,893 +5%
EFS
129
Econ Financial Services
Pennsylvania
$2.63M 57,251 +44,088 +335%
SA
130
Scarborough Advisors
Maryland
$2.58M 56,297 -1,252 -2%
EDRIA
131
Edmonds Duncan Registered Investment Advisors
Kansas
$2.52M 54,846 +2,703 +5%
AWS
132
Atria Wealth Solutions
New York
$2.47M 53,786 +41,713 +346%
RFG
133
Range Financial Group
Oregon
$2.43M 52,947 +19,639 +59%
Stifel Financial
134
Stifel Financial
Missouri
$2.4M 52,394 +47,259 +920%
T
135
TrueFG
Texas
$2.36M 51,398 +6,774 +15%
JF
136
JSF Financial
California
$2.36M 51,389 +3,189 +7%
GF
137
Goodman Financial
Texas
$2.34M 50,937 +512 +1%
UAS
138
United Asset Strategies
New York
$2.3M 50,090 -415 -0.8%
TCM
139
Towercrest Capital Management
Pennsylvania
$2.3M 50,060 +787 +2%
GM
140
GeoWealth Management
Illinois
$2.3M 50,029 +4,232 +9%
AWA
141
Alta Wealth Advisors
Massachusetts
$2.22M 48,271 +2,228 +5%
UCFA
142
United Capital Financial Advisors
Texas
$2.17M 47,364 -2,788 -6%
EWM
143
Executive Wealth Management
Michigan
$2.13M 46,353 -134,382 -74%
MFG
144
Merit Financial Group
Georgia
$2.12M 46,135 -45,365 -50%
CI
145
CX Institutional
Indiana
$2.09M 45,621 +45,621 New
BCI
146
Brinker Capital Investments
Pennsylvania
$2.08M 45,345 +13,188 +41%
OPS
147
Orion Portfolio Solutions
Nebraska
$2.08M 45,345 +13,188 +41%
PSFG
148
Prairie Sky Financial Group
Illinois
$2.02M 43,948 +43,948 New
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97M 42,870 -2,240 -5%
AWMG
150
Alliance Wealth Management Group
New Jersey
$1.96M 42,735 +361 +0.9%
4 5
6
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