SPMD icon

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 %
GF
151
Goodman Financial
Texas
$2.29M 52,285 +1,348 +3%
T
152
TrueFG
Texas
$2.24M 51,265 -133 -0.3%
EWM
153
Executive Wealth Management
Michigan
$2.13M 48,721 +2,368 +5%
Jane Street
154
Jane Street
New York
$2.11M 48,293 +48,293 New
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$2.11M 48,278 +36,365 +305%
TCM
156
Towercrest Capital Management
Pennsylvania
$2.08M 47,484 -2,576 -5%
TRCT
157
Tower Research Capital (TRC)
New York
$2.08M 47,425 +46,952 +9,926%
KFGK
158
Keystone Financial Group (Kentucky)
Kentucky
$2.07M 47,289 +47,289 New
WMR
159
Wealth Management Resources
Rhode Island
$2.06M 47,119 +6,625 +16%
VPP
160
Vertex Planning Partners
Illinois
$2M 45,618 +9,732 +27%
UCFA
161
United Capital Financial Advisors
Texas
$1.99M 45,446 -1,918 -4%
AWM
162
AE Wealth Management
Kansas
$1.96M 44,782 -40,772 -48%
HF
163
HRT Financial
New York
$1.92M 43,849 +43,849 New
PSFG
164
Prairie Sky Financial Group
Illinois
$1.9M 43,426 -522 -1%
SFC
165
Strategic Financial Concepts
Texas
$1.88M 43,024 +29,340 +214%
WAS
166
Wealth Advisory Solutions
Indiana
$1.87M 42,793 +191 +0.4%
KBC
167
Key Bridge Compliance
$1.87M 42,793 +42,793 New
AI
168
Atria Investments
North Carolina
$1.87M 42,781 +1,178 +3%
UAS
169
United Asset Strategies
New York
$1.86M 42,465 -7,625 -15%
JF
170
JSF Financial
California
$1.85M 42,274 -9,115 -18%
LFG
171
Larson Financial Group
Missouri
$1.84M 42,072 -229 -0.5%
GSC
172
G&S Capital
Colorado
$1.82M 41,662 +2,236 +6%
HI
173
Harbour Investments
Wisconsin
$1.82M 41,647 +3,497 +9%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$1.82M 41,573 +34,268 +469%
HWP
175
Hibernia Wealth Partners
Louisiana
$1.8M 41,070 +41,070 New
5 6
7
8 9