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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
Creative Planning
Kansas
$2.36B
2
HighTower Advisors
HighTower Advisors
Illinois
$70.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$48.4M
4
ACM
AlphaStar Capital Management
North Carolina
$36.5M
5
FIBT
First International Bank & Trust
North Dakota
$18.9M

Top Sellers

1
TA
Tiedemann Advisors
New York
$264M
2
AA
ACT Advisors
North Carolina
$0
3
IA
IFP Advisors
Florida
$3.12M
4
Ameriprise
Ameriprise
Minnesota
$16.6M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
176
Roundview Capital
New Jersey
$1.24M +$19.4K +441 +2%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$1.22M +$87.9K +2,001 +8%
JPMorgan Chase & Co
178
JPMorgan Chase & Co
New York
$1.17M -$3.06M -69,725 -72%
KLI
179
Kelman-Lazarov Inc
Tennessee
$1.17M +$165K +3,754 +16%
KWM
180
Kingsview Wealth Management
Oregon
$1.16M +$53.1K +1,209 +5%
AF
181
Aldebaran Financial
$1.16M -$38.5K -876 -3%
BW
182
BIP Wealth
Georgia
$1.14M +$1.14M +26,007 New
SAM
183
S.A. Mason
Michigan
$1.13M -$22.8K -520 -2%
AWM
184
Apollon Wealth Management
South Carolina
$1.13M +$1.13M +25,684 New
IWMA
185
Ironwood Wealth Management (Arizona)
Arizona
$1.12M -$127K -2,901 -10%
FWM
186
Fingerlakes Wealth Management
New York
$1.11M -$8.61K -196 -0.8%
MCWS
187
McKinley Carter Wealth Services
West Virginia
$1.11M -$22.4K -509 -2%
RWP
188
Revolve Wealth Partners
New Jersey
$1.07M -$58.9K -1,340 -5%
SIAP
189
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M +$146K +3,325 +16%
MF
190
Meridian Financial
Massachusetts
$1.03M +$283K +6,446 +38%
BIP
191
Blueprint Investment Partners
North Carolina
$1.02M +$562K +12,795 +123%
WMR
192
Wealth Management Resources
Rhode Island
$1.01M +$40.8K +928 +4%
CCFM
193
Clear Creek Financial Management
Washington
$992K +$992K +22,586 New
AFG
194
Arkansas Financial Group
Arkansas
$978K +$576K +13,119 +144%
BWFA
195
Baltimore-Washington Financial Advisors
Maryland
$977K -$36.5K -831 -4%
FMN
196
Financial Management Network
California
$976K -$648 -15 -0.1%
IC
197
IEQ Capital
California
$976K -$389K -8,842 -28%
TRCT
198
Tower Research Capital (TRC)
New York
$976K +$509K +11,566 +109%
WJWM
199
Williams Jones Wealth Management
New York
$968K – – –
WPC
200
Wedmont Private Capital
Pennsylvania
$956K – – –
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