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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
$283M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$212M
3
LPL Financial
LPL Financial
California
$544M
4
OFS
OneAscent Financial Services
Alabama
$32.2M
5
AWM
AE Wealth Management
Kansas
$22.5M

Top Sellers

1
GWP
Gateway Wealth Partners
Wisconsin
$2.03M
2
PRS
Pinkerton Retirement Specialists
Idaho
$0
3
FIA
Foundations Investment Advisors
Arizona
$5.41M
4
Osaic Holdings
Osaic Holdings
Arizona
$46.3M
5
APWA
Atlas Private Wealth Advisors
New Jersey
$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCPG
201
Kavar Capital Partners Group
Kansas
$1.7M +$818K +16,792 +93%
PFG
202
PAX Financial Group
Texas
$1.67M -$132K -2,691 -7%
BFA
203
Bill Few Associates
Pennsylvania
$1.67M +$687K +14,111 +70%
PVI
204
Pine Valley Investments
New Jersey
$1.64M -$2.29K -47 -0.1%
BTWM
205
Baker Tilly Wealth Management
Wisconsin
$1.61M -$42K -863 -3%
CWM
206
Compass Wealth Management
Connecticut
$1.59M +$316K +6,488 +25%
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$1.52M -$830K -17,034 -35%
SWA
208
Stratos Wealth Advisors
Ohio
$1.51M -$31.2K -640 -2%
AO
209
Advisor OS
Illinois
$1.45M +$285K +5,852 +24%
SIAP
210
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.45M +$159K +3,260 +12%
EIA
211
Eldridge Investment Advisors
New Hampshire
$1.44M +$1.05M +21,495 +264%
NA
212
Nottingham Advisors
New York
$1.44M +$641K +13,151 +80%
EFS
213
Econ Financial Services
Pennsylvania
$1.43M +$854K +17,537 +149%
MF
214
Meridian Financial
Massachusetts
$1.41M +$96.8K +1,986 +7%
JCM
215
Jacobi Capital Management
Pennsylvania
$1.38M +$10.8K +221 +0.8%
IA
216
IFP Advisors
Florida
$1.31M -$331K -6,799 -20%
PIA
217
Perennial Investment Advisors
California
$1.3M -$276K -5,666 -18%
MA
218
MJP Associates
Connecticut
$1.3M +$22.1K +454 +2%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$1.29M -$10.2K -209 -0.8%
FWM
220
Fingerlakes Wealth Management
New York
$1.25M +$10.6K +217 +0.9%
SAM
221
S.A. Mason
Michigan
$1.24M +$4.39K +90 +0.4%
KWS
222
Keystone Wealth Services
California
$1.24M +$52.5K +1,077 +4%
HGA
223
Hobbs Group Advisors
South Carolina
$1.22M +$1.22M +25,024 New
RC
224
Roundview Capital
New Jersey
$1.22M -$151K -3,099 -11%
BW
225
BIP Wealth
Georgia
$1.21M -$35.9K -736 -3%
7 8
9
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