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 %
AWMG
151
Alliance Wealth Management Group
New Jersey
$1.86M -$40.9K -930 -2%
WAS
152
Wealth Advisory Solutions
Indiana
$1.8M +$62K +1,412 +4%
AWA
153
Arete Wealth Advisors
Illinois
$1.78M -$111K -2,531 -6%
NGA
154
Naples Global Advisors
Florida
$1.72M +$60.4K +1,375 +4%
PFG
155
PAX Financial Group
Texas
$1.69M -$85.3K -1,942 -5%
PSCM
156
Per Stirling Capital Management
Texas
$1.65M +$1.65M +37,469 New
CGA
157
Crescent Grove Advisors
Illinois
$1.64M +$13.4K +305 +0.8%
VPP
158
Vertex Planning Partners
Illinois
$1.59M -$269K -6,125 -14%
FEG
159
Financial Enhancement Group
Indiana
$1.57M -$56.6K -1,335 -3%
CPIG
160
Chicago Partners Investment Group
Illinois
$1.57M +$33.5K +765 +2%
CIC
161
Carnegie Investment Counsel
Ohio
$1.57M +$1.57M +35,640 New
PWG
162
Private Wealth Group
Florida
$1.55M -$204K -4,638 -12%
BTWM
163
Baker Tilly Wealth Management
Wisconsin
$1.51M +$2.72K +62 +0.2%
RFG
164
Range Financial Group
Oregon
$1.46M -$28.6K -650 -2%
PVI
165
Pine Valley Investments
New Jersey
$1.44M +$1.44M +33,619 New
Financial Engines Advisors
166
Financial Engines Advisors
California
$1.43M +$276K +6,282 +24%
PIA
167
Perennial Investment Advisors
California
$1.42M +$1.42M +32,372 New
OPS
168
Orion Portfolio Solutions
Nebraska
$1.41M +$718K +16,340 +103%
BCI
169
Brinker Capital Investments
Pennsylvania
$1.41M +$759K +17,274 +116%
CW
170
CreativeOne Wealth
Kansas
$1.41M +$640K +14,553 +83%
UWM
171
USAdvisors Wealth Management
Minnesota
$1.39M -$167K -3,808 -11%
SWA
172
Stratos Wealth Advisors
Ohio
$1.35M +$69K +1,571 +5%
AG
173
Ascent Group
Virginia
$1.31M +$25.7K +584 +2%
RJA
174
Raymond James & Associates
Florida
$1.26M +$81.7K +1,859 +7%
JCM
175
Jacobi Capital Management
Pennsylvania
$1.25M -$60.5K -1,378 -5%
5 6
7
8 9