SPMD icon

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
+$155M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$85.1M
3
LPL Financial
LPL Financial
California
+$35.8M
4
OFS
OneAscent Financial Services
Alabama
+$32.2M
5
AWM
AE Wealth Management
Kansas
+$20.4M

Top Sellers

1
GWP
Gateway Wealth Partners
Wisconsin
-$32.4M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$23.8M
3
FIA
Foundations Investment Advisors
Arizona
-$11.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.72M
5
APWA
Atlas Private Wealth Advisors
New Jersey
-$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$2.14M -$842K -17,285 -28%
SCM
177
SOL Capital Management
Maryland
$2.12M +$1.54M +31,680 +268%
PSFG
178
Prairie Sky Financial Group
Illinois
$2.11M -$3.51K -72 -0.2%
CF
179
Centaurus Financial
California
$2.11M +$2.11M +43,285 New
AWMG
180
Alliance Wealth Management Group
New Jersey
$2.08M +$2.08M +42,675 New
QWM
181
Quadcap Wealth Management
Texas
$2.07M +$2.07M +42,500 New
UAS
182
United Asset Strategies
New York
$2.05M -$20.7K -424 -1%
JF
183
JSF Financial
California
$2.04M -$19.7K -404 -1%
UCFA
184
United Capital Financial Advisors
Texas
$2.03M -$180K -3,700 -8%
GWP
185
Gateway Wealth Partners
Wisconsin
$2.03M -$32.4M -664,007 -94%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$2.02M -$1.36K -28 -0.1%
GSC
187
G&S Capital
Colorado
$2.02M -$11.8K -242 -0.6%
BIP
188
Blueprint Investment Partners
North Carolina
$2M +$457K +9,385 +30%
LFG
189
Larson Financial Group
Missouri
$1.99M -$59K -1,212 -3%
HI
190
Harbour Investments
Wisconsin
$1.96M -$64.9K -1,332 -3%
WPC
191
Wedmont Private Capital
Pennsylvania
$1.95M +$904K +18,781 +86%
GIA
192
Gladstone Institutional Advisory
Florida
$1.95M +$40.3K +827 +2%
NGA
193
Naples Global Advisors
Florida
$1.89M – – –
CGA
194
Crescent Grove Advisors
Illinois
$1.88M +$2.34K +48 +0.1%
CWA
195
Canvas Wealth Advisors
Kansas
$1.88M +$1.63M +34,020 +651%
LNC
196
Lincoln National Corp
Pennsylvania
$1.83M +$374K +7,673 +26%
CW
197
CreativeOne Wealth
Kansas
$1.8M +$1.07M +22,039 +147%
ZF
198
Zhang Financial
Michigan
$1.75M +$1.75M +35,854 New
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.74M -$36K -738 -2%
KLI
200
Kelman-Lazarov Inc
Tennessee
$1.73M -$32.6K -669 -2%
6 7
8
9 10