SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

434 hedge funds and large institutions have $5.04B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 139 reducing their positions, and 38 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
6.95%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.54%
New
54
Increased
189
Reduced
139
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.36B
2
CWM
2
Cornerstone Wealth Management
Missouri
$33.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$70.1M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$48.4M
5
ACM
5
AlphaStar Capital Management
North Carolina
$36.5M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$264M
2
AA
2
ACT Advisors
North Carolina
$0
3
IA
3
IFP Advisors
Florida
$3.12M
4
Ameriprise
4
Ameriprise
Minnesota
$16.6M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$2.36B 53,598,042 +1,868,876 +4%
LPL Financial
2
LPL Financial
California
$408M 9,286,616 +133,962 +1%
TA
3
Tiedemann Advisors
New York
$264M 5,997,776 -793,914 -12%
VA
4
Valmark Advisers
Ohio
$231M 5,248,804 +181,437 +4%
B
5
Bridgeworth
Alabama
$72.6M 1,652,819 +101,494 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$70.1M 1,594,102 +673,272 +73%
PAG
7
Private Advisor Group
New Jersey
$63.4M 1,443,285 +219,583 +18%
SPWG
8
Syntegra Private Wealth Group
Missouri
$51.2M 1,164,976 +128,682 +12%
RA
9
RFG Advisory
Alabama
$49.2M 1,119,557 +19,307 +2%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$48.4M 1,101,417 +591,542 +116%
Morgan Stanley
11
Morgan Stanley
New York
$47.9M 1,089,200 +81,937 +8%
AOI
12
Auto-Owners Insurance
Michigan
$45.7M 1,040,000 – –
GWP
13
Gateway Wealth Partners
Wisconsin
$44.2M 1,005,116 +1,942 +0.2%
ACM
14
AlphaStar Capital Management
North Carolina
$36.5M 841,235 +519,512 +161%
Osaic Holdings
15
Osaic Holdings
Arizona
$35.3M 804,052 +27,692 +4%
CWM
16
Cornerstone Wealth Management
Missouri
$33.7M 766,419 +766,419 New
Wells Fargo
17
Wells Fargo
California
$31.7M 720,984 -1,578 -0.2%
WFPG
18
Waller Financial Planning Group
Ohio
$30.5M 693,104 -107,782 -13%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$28.8M 655,679 +156,781 +31%
KOC
20
Koss-Olinger Consulting
Florida
$27.9M 633,922 +68,087 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$27.3M 621,554 +36,664 +6%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$26.3M 598,535 +13,040 +2%
AssetMark Inc
23
AssetMark Inc
California
$26.1M 593,698 +9,188 +2%
GLA
24
Good Life Advisors
Pennsylvania
$25.3M 576,078 -4,487 -0.8%
PWA
25
Peterson Wealth Advisors
Utah
$24.9M 566,197 +19,654 +4%
1
2 3 4 5