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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
176
Financial Engines Advisors
California
$1.75M +$615K +14,039 +54%
GIA
177
Gladstone Institutional Advisory
Florida
$1.72M +$80.7K +1,842 +5%
NGA
178
Naples Global Advisors
Florida
$1.7M – – –
CGA
179
Crescent Grove Advisors
Illinois
$1.69M +$18.6K +425 +1%
CPIG
180
Chicago Partners Investment Group
Illinois
$1.65M +$306K +7,370 +23%
PFG
181
PAX Financial Group
Texas
$1.62M -$31.4K -716 -2%
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.59M -$283K -6,470 -15%
FEG
183
Financial Enhancement Group
Indiana
$1.59M +$957 +22 +0.1%
KLI
184
Kelman-Lazarov Inc
Tennessee
$1.58M +$142K +3,250 +10%
CCFCSB
185
Cape Cod Five Cents Savings Bank
Massachusetts
$1.55M +$774K +17,676 +100%
OC
186
Oarsman Capital
Wisconsin
$1.54M +$304K +6,944 +25%
BTWM
187
Baker Tilly Wealth Management
Wisconsin
$1.49M -$19.2K -438 -1%
IA
188
IFP Advisors
Florida
$1.47M +$108K +2,468 +8%
PVI
189
Pine Valley Investments
New Jersey
$1.47M -$657 -15 -0%
PIA
190
Perennial Investment Advisors
California
$1.42M -$3.02K -69 -0.2%
UWM
191
USAdvisors Wealth Management
Minnesota
$1.4M -$25.3K -579 -2%
BIP
192
Blueprint Investment Partners
North Carolina
$1.39M +$168K +3,844 +14%
SWA
193
Stratos Wealth Advisors
Ohio
$1.39M -$15.8K -361 -1%
OPS
194
Orion Portfolio Solutions
Nebraska
$1.34M -$646K -14,753 -33%
BCI
195
Brinker Capital Investments
Pennsylvania
$1.34M -$646K -14,753 -33%
LNC
196
Lincoln National Corp
Pennsylvania
$1.31M +$142K +3,241 +12%
WWA
197
WCG Wealth Advisors
Nevada
$1.31M +$547K +12,483 +71%
HGERS
198
Householder Group Estate & Retirement Specialist
Arizona
$1.28M +$1.28M +29,207 New
JCM
199
Jacobi Capital Management
Pennsylvania
$1.23M +$11.4K +260 +0.9%
RC
200
Roundview Capital
New Jersey
$1.23M -$62.1K -1,418 -5%
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