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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 %
MF
201
Meridian Financial
Massachusetts
$1.18M +$55.9K +1,276 +5%
RJA
202
Raymond James & Associates
Florida
$1.17M +$177K +4,039 +18%
MCWS
203
McKinley Carter Wealth Services
West Virginia
$1.17M +$2.15K +49 +0.2%
SIAP
204
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.16M +$35.1K +801 +3%
CAM
205
Cobblestone Asset Management
Virginia
$1.16M +$1.16M +26,493 New
CWM
206
Compass Wealth Management
Connecticut
$1.15M +$93K +2,124 +9%
MA
207
MJP Associates
Connecticut
$1.15M -$14.1K -322 -1%
BW
208
BIP Wealth
Georgia
$1.12M -$122K -2,797 -10%
FWM
209
Fingerlakes Wealth Management
New York
$1.11M +$10.1K +231 +0.9%
SAM
210
S.A. Mason
Michigan
$1.11M -$18K -410 -2%
FFA
211
Farther Finance Advisors
California
$1.1M +$249K +5,687 +29%
AAS
212
Avantax Advisory Services
Texas
$1.09M +$309K +7,046 +40%
IWMA
213
Ironwood Wealth Management (Arizona)
Arizona
$1.09M -$75.8K -1,731 -7%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$1.08M -$162K -3,701 -13%
MWAM
215
Manhattan West Asset Management
California
$1.07M +$149K +3,576 +16%
KWS
216
Keystone Wealth Services
California
$1.06M +$42.9K +980 +4%
AO
217
Advisor OS
Illinois
$1.05M +$123K +2,813 +13%
AF
218
Aldebaran Financial
$1.05M -$6.48K -148 -0.6%
RWP
219
Revolve Wealth Partners
New Jersey
$1.05M -$1.23K -28 -0.1%
PWA
220
PCG Wealth Advisors
Kansas
$1.04M +$49.4K +1,129 +5%
CCFM
221
Clear Creek Financial Management
Washington
$1.03M +$1.4K +32 +0.1%
FTUS
222
Flow Traders U.S.
New York
$1.03M +$567K +12,940 +123%
SAA
223
Southeast Asset Advisors
Georgia
$1M – – –
AG
224
Ascent Group
Virginia
$971K -$173K -4,087 -15%
WP
225
WealthPLAN Partners
Nebraska
$960K +$350 +8 +0%
7 8
9
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