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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 %
WPC
201
Wedmont Private Capital
Pennsylvania
$1.02M -$11.1K -236 -1%
MWAM
202
Manhattan West Asset Management
California
$1.02M +$24.1K +525 +2%
WJWM
203
Williams Jones Wealth Management
New York
$1.01M – – –
AWM
204
Axxcess Wealth Management
California
$1.01M +$498K +10,852 +98%
WP
205
WealthPLAN Partners
Nebraska
$1.01M +$22.3K +485 +2%
AFG
206
Arkansas Financial Group
Arkansas
$997K -$24.4K -531 -2%
FPWM
207
FSB Premier Wealth Management
Iowa
$995K +$229 +5 +0%
Citadel Advisors
208
Citadel Advisors
Florida
$990K +$990K +21,567 New
AO
209
Advisor OS
Illinois
$971K +$971K +21,168 New
FC
210
Forte Capital
New York
$966K -$3.17K -69 -0.3%
FC
211
Financial Consulate
Maryland
$965K -$26.2K -570 -3%
FLPIM
212
F.L. Putnam Investment Management
Massachusetts
$959K +$62.6K +1,365 +7%
FMN
213
Financial Management Network
California
$940K -$101K -2,188 -10%
FAIM
214
Financial Advocates Investment Management
Washington
$916K +$95.6K +2,084 +12%
MAM
215
MMA Asset Management
Pennsylvania
$912K +$912K +19,873 New
AWA
216
Alaska Wealth Advisors
Alaska
$910K +$910K +19,836 New
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$900K -$372K -8,116 -29%
FFA
218
Farther Finance Advisors
California
$897K +$796K +17,351 +793%
BWG
219
Beta Wealth Group
California
$876K +$4.73K +103 +0.5%
EIA
220
Eldridge Investment Advisors
New Hampshire
$873K +$477K +10,385 +120%
ACP
221
Aveo Capital Partners
Colorado
$862K -$9.55K -208 -1%
DSC
222
Duncker Streett & Co
Missouri
$844K +$46 +1 +0%
BCFS
223
Butensky & Cohen Financial Security
Florida
$835K +$29K +631 +4%
AAS
224
Avantax Advisory Services
Texas
$818K +$600K +13,082 +275%
ECM
225
Evergreen Capital Management
Washington
$818K +$818K +17,816 New
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9
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