SPMD icon

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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$283M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$212M
3
LPL Financial
LPL Financial
California
$544M
4
OFS
OneAscent Financial Services
Alabama
$32.2M
5
AWM
AE Wealth Management
Kansas
$22.5M

Top Sellers

1
GWP
Gateway Wealth Partners
Wisconsin
$2.03M
2
PRS
Pinkerton Retirement Specialists
Idaho
$0
3
FIA
Foundations Investment Advisors
Arizona
$5.41M
4
Osaic Holdings
Osaic Holdings
Arizona
$46.3M
5
APWA
Atlas Private Wealth Advisors
New Jersey
$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$4.44M +$3.13M +64,294 +240%
AIM
127
Astor Investment Management
Illinois
$4.36M +$4.36M +89,491 New
JFA
128
JNBA Financial Advisors
Minnesota
$4.29M -$40K -822 -0.9%
RCA
129
Resonant Capital Advisors
Wisconsin
$4.21M -$55.8K -1,146 -1%
MFT
130
Moisand Fitzgerald Tamayo
Florida
$4.17M -$3.11M -63,784 -43%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$4.09M +$2.88M +59,196 +240%
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$4.07M +$4.07M +83,560 New
Cerity Partners
133
Cerity Partners
New York
$4.06M -$61.1K -1,254 -1%
MWM
134
Modera Wealth Management
New Jersey
$3.86M -$106K -2,179 -3%
PFA
135
Pure Financial Advisors
California
$3.59M -$105K -2,161 -3%
AFP
136
Ausdal Financial Partners
Iowa
$3.53M +$218K +4,481 +7%
AFWM
137
Abich Financial Wealth Management
Virginia
$3.47M +$3.47M +71,168 New
APC
138
Aspire Private Capital
North Carolina
$3.3M -$155K -3,182 -4%
NC
139
NovaPoint Capital
Georgia
$3.28M +$177K +3,639 +6%
VIM
140
Vista Investment Management
Pennsylvania
$3.28M +$133K +2,729 +4%
SFC
141
Strategic Financial Concepts
Texas
$3.25M +$1.15M +23,629 +55%
AFS
142
Annapolis Financial Services
Maryland
$3.1M +$1.8K +37 +0.1%
AI
143
Atria Investments
North Carolina
$3.1M +$1.01M +20,815 +49%
CCT
144
Chemung Canal Trust
New York
$2.97M – – –
EDRIA
145
Edmonds Duncan Registered Investment Advisors
Kansas
$2.96M +$155K +3,174 +6%
PWMG
146
Provence Wealth Management Group
California
$2.96M -$6.63K -136 -0.2%
GM
147
GeoWealth Management
Illinois
$2.92M +$327K +6,722 +13%
HWP
148
Hibernia Wealth Partners
Louisiana
$2.88M +$878K +18,026 +44%
VPP
149
Vertex Planning Partners
Illinois
$2.87M +$649K +13,324 +29%
RFA
150
Register Financial Advisors
Georgia
$2.87M -$17.5K -360 -0.6%
4 5
6
7 8