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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 %
PFA
126
Pure Financial Advisors
California
$3.32M 75,892 -1,182 -2%
APC
127
Aspire Private Capital
North Carolina
$3.11M 70,971 -534 -0.7%
AFP
128
Ausdal Financial Partners
Iowa
$2.98M 68,041 +663 +1%
CIC
129
Carnegie Investment Counsel
Ohio
$2.93M 66,969 +31,204 +87%
SXL
130
Summit X LLC
Missouri
$2.89M 66,083 +66,083 New
VIM
131
Vista Investment Management
Pennsylvania
$2.82M 64,499 +419 +0.7%
NC
132
NovaPoint Capital
Georgia
$2.79M 63,777 +511 +0.8%
AFS
133
Annapolis Financial Services
Maryland
$2.79M 63,602 +213 +0.3%
DCS
134
Destiny Capital Securities
Colorado
$2.72M 62,221 +62,221 New
WPW
135
Watershed Private Wealth
Illinois
$2.69M 61,527 -913 -1%
GWSG
136
GPS Wealth Strategies Group
Colorado
$2.68M 61,127 +2,472 +4%
CCT
137
Chemung Canal Trust
New York
$2.67M 60,994 – –
PWMG
138
Provence Wealth Management Group
California
$2.66M 60,794 +1,823 +3%
RFA
139
Register Financial Advisors
Georgia
$2.59M 59,228 +1,525 +3%
SFS
140
Security Financial Services
Indiana
$2.56M 58,474 +58,474 New
EDRIA
141
Edmonds Duncan Registered Investment Advisors
Kansas
$2.52M 57,613 +2,767 +5%
CI
142
Cavalier Investments
Georgia
$2.49M 56,804 -8,292 -13%
BC
143
Brio Consultants
California
$2.48M 56,722 -1,220 -2%
KBFS
144
Kohmann Bosshard Financial Services
Ohio
$2.47M 56,473 -2,703 -5%
SA
145
Scarborough Advisors
Maryland
$2.46M 56,083 -214 -0.4%
NAS
146
Nicolet Advisory Services
Wisconsin
$2.43M 56,775 -2,298 -4%
DA
147
Detalus Advisors
Missouri
$2.42M 55,224 +49,509 +866%
RFG
148
Range Financial Group
Oregon
$2.39M 54,476 +1,529 +3%
Stifel Financial
149
Stifel Financial
Missouri
$2.38M 54,309 +1,915 +4%
GM
150
GeoWealth Management
Illinois
$2.33M 53,234 +3,205 +6%
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