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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 %
WAS
151
Wealth Advisory Solutions
Indiana
$1.96M 42,602 +1,565 +4%
LFG
152
Larson Financial Group
Missouri
$1.94M 42,301 -306 -0.7%
AI
153
Atria Investments
North Carolina
$1.91M 41,603 -37,037 -47%
WMR
154
Wealth Management Resources
Rhode Island
$1.86M 40,494 +17,573 +77%
GSC
155
G&S Capital
Colorado
$1.81M 39,426 -5,708 -13%
NGA
156
Naples Global Advisors
Florida
$1.78M 38,750 -325 -0.8%
HI
157
Harbour Investments
Wisconsin
$1.75M 38,150 +31,898 +510%
CGA
158
Crescent Grove Advisors
Illinois
$1.75M 38,127 +880 +2%
PFG
159
PAX Financial Group
Texas
$1.73M 37,603 -889 -2%
FEG
160
Financial Enhancement Group
Indiana
$1.72M 36,499 -511 -1%
GIA
161
Gladstone Institutional Advisory
Florida
$1.72M 37,383 -8,501 -19%
VPP
162
Vertex Planning Partners
Illinois
$1.65M 35,886 -346 -1%
CIC
163
Carnegie Investment Counsel
Ohio
$1.64M 35,765 +125 +0.4%
BTWM
164
Baker Tilly Wealth Management
Wisconsin
$1.58M 34,439 +51 +0.1%
PVI
165
Pine Valley Investments
New Jersey
$1.54M 33,627 +8 +0%
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$1.53M 33,249 +6,534 +24%
CPIG
167
Chicago Partners Investment Group
Illinois
$1.52M 32,276 -3,505 -10%
KLI
168
Kelman-Lazarov Inc
Tennessee
$1.51M 32,865 +6,281 +24%
UWM
169
USAdvisors Wealth Management
Minnesota
$1.5M 32,496 +933 +3%
MHS
170
M Holdings Securities
Oregon
$1.49M 32,549 -154,375 -83%
PIA
171
Perennial Investment Advisors
California
$1.49M 32,389 +17 +0.1%
SWA
172
Stratos Wealth Advisors
Ohio
$1.47M 32,029 +1,299 +4%
IA
173
IFP Advisors
Florida
$1.43M 31,204 -6,182 -17%
RC
174
Roundview Capital
New Jersey
$1.35M 29,475 +1,198 +4%
APA
175
Astoria Portfolio Advisors
New York
$1.33M 28,186 -90,635 -76%
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