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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 %
BCI
151
Brinker Capital Investments
Pennsylvania
$2.79M +$1.32M +27,380 +90%
OPS
152
Orion Portfolio Solutions
Nebraska
$2.79M +$1.32M +27,380 +90%
DC
153
Destiny Capital
Colorado
$2.78M +$2.78M +57,124 New
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$2.78M -$1.05M -21,517 -27%
OWA
155
ORBA Wealth Advisors
Illinois
$2.77M +$2.77M +56,854 New
Stifel Financial
156
Stifel Financial
Missouri
$2.76M +$110K +2,261 +4%
BC
157
Brio Consultants
California
$2.74M -$18.5K -380 -0.7%
EWM
158
Evermay Wealth Management
Virginia
$2.74M +$2.64M +54,170 +2,687%
SA
159
Scarborough Advisors
Maryland
$2.72M -$12.9K -264 -0.5%
CI
160
Cavalier Investments
Georgia
$2.68M -$85.4K -1,752 -3%
OC
161
Oarsman Capital
Wisconsin
$2.68M +$962K +19,743 +56%
RFG
162
Range Financial Group
Oregon
$2.67M +$15K +308 +0.6%
KBFS
163
Kohmann Bosshard Financial Services
Ohio
$2.67M -$83.9K -1,723 -3%
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$2.61M -$2.66M -54,537 -50%
WMR
165
Wealth Management Resources
Rhode Island
$2.6M +$303K +6,219 +13%
T
166
TrueFG
Texas
$2.59M +$87.8K +1,803 +4%
CPIG
167
Chicago Partners Investment Group
Illinois
$2.58M +$676K +14,055 +35%
WPW
168
Watershed Private Wealth
Illinois
$2.52M -$480K -9,860 -16%
FFA
169
Farther Finance Advisors
California
$2.51M +$1.28M +26,235 +104%
GF
170
Goodman Financial
Texas
$2.5M -$47.4K -972 -2%
TCM
171
Towercrest Capital Management
Pennsylvania
$2.44M +$122K +2,504 +5%
EWM
172
Executive Wealth Management
Michigan
$2.37M – – –
NAS
173
Nicolet Advisory Services
Wisconsin
$2.34M -$354K -7,449 -13%
WA
174
Waverly Advisors
Alabama
$2.24M +$2.24M +46,078 New
Citadel Advisors
175
Citadel Advisors
Florida
$2.14M -$4.57M -93,832 -68%
5 6
7
8 9