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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BW
176
BIP Wealth
Georgia
$1.31M +$112K +2,447 +9%
SAM
177
Securian Asset Management
Minnesota
$1.3M +$1.3M +28,400 New
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$1.3M +$422K +9,203 +48%
OC
179
Oarsman Capital
Wisconsin
$1.3M +$1.3M +28,337 New
KWM
180
Kingsview Wealth Management
Oregon
$1.29M +$75.5K +1,646 +6%
JCM
181
Jacobi Capital Management
Pennsylvania
$1.28M -$26.5K -577 -2%
BIP
182
Blueprint Investment Partners
North Carolina
$1.28M +$213K +4,650 +20%
AG
183
Ascent Group
Virginia
$1.27M -$133K -2,839 -9%
LNC
184
Lincoln National Corp
Pennsylvania
$1.23M +$492K +10,732 +67%
IWMA
185
Ironwood Wealth Management (Arizona)
Arizona
$1.22M +$48.6K +1,060 +4%
MCWS
186
McKinley Carter Wealth Services
West Virginia
$1.22M +$63K +1,373 +5%
MA
187
MJP Associates
Connecticut
$1.21M -$1.08M -23,448 -47%
Financial Engines Advisors
188
Financial Engines Advisors
California
$1.19M -$294K -6,415 -20%
SIAP
189
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.18M +$89.7K +1,955 +8%
MF
190
Meridian Financial
Massachusetts
$1.17M +$103K +2,251 +10%
FWM
191
Fingerlakes Wealth Management
New York
$1.15M -$2.34K -51 -0.2%
SAM
192
S.A. Mason
Michigan
$1.13M – – –
AF
193
Aldebaran Financial
$1.11M -$105K -2,298 -9%
CWM
194
Compass Wealth Management
Connecticut
$1.1M +$246K +5,359 +29%
RWP
195
Revolve Wealth Partners
New Jersey
$1.1M -$20.9K -455 -2%
CCFM
196
Clear Creek Financial Management
Washington
$1.08M +$40.8K +890 +4%
KWS
197
Keystone Wealth Services
California
$1.07M +$106K +2,302 +11%
SAA
198
Southeast Asset Advisors
Georgia
$1.05M +$1.05M +22,950 New
RJA
199
Raymond James & Associates
Florida
$1.04M -$271K -5,911 -21%
PWA
200
PCG Wealth Advisors
Kansas
$1.03M +$78.5K +1,710 +8%
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