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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$2.67B 58,257,661 +4,659,619 +9%
LPL Financial
2
LPL Financial
California
$472M 10,285,020 +998,404 +11%
TA
3
Tiedemann Advisors
New York
$266M 5,792,039 -205,737 -3%
VA
4
Valmark Advisers
Ohio
$250M 5,458,660 +209,856 +4%
Morgan Stanley
5
Morgan Stanley
New York
$117M 2,545,381 +1,456,181 +134%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$92.4M 2,013,747 +912,330 +83%
HighTower Advisors
7
HighTower Advisors
Illinois
$91M 1,981,864 +387,762 +24%
B
8
Bridgeworth
Alabama
$77.7M 1,693,311 +40,492 +2%
SPWG
9
Syntegra Private Wealth Group
Missouri
$59.2M 1,290,515 +125,539 +11%
RA
10
RFG Advisory
Alabama
$58M 1,263,150 +143,593 +13%
PAG
11
Private Advisor Group
New Jersey
$55.4M 1,203,769 -239,516 -17%
APWA
12
Atlas Private Wealth Advisors
New Jersey
$49.6M 1,081,485 +585,073 +118%
AOI
13
Auto-Owners Insurance
Michigan
$47.8M 1,040,000 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$39.3M 855,095 +51,043 +6%
CWM
15
Cornerstone Wealth Management
Missouri
$36.1M 786,704 +20,285 +3%
Wells Fargo
16
Wells Fargo
California
$35.8M 780,468 +59,484 +8%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$33.9M 739,124 +83,445 +13%
GWP
18
Gateway Wealth Partners
Wisconsin
$33.6M 733,152 -271,964 -27%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$31.8M 692,908 +71,354 +11%
WFPG
20
Waller Financial Planning Group
Ohio
$31.7M 690,847 -2,257 -0.3%
KOC
21
Koss-Olinger Consulting
Florida
$30.7M 668,168 +34,246 +5%
ACM
22
AlphaStar Capital Management
North Carolina
$27.9M 606,967 -234,268 -28%
GLA
23
Good Life Advisors
Pennsylvania
$27.3M 594,470 +18,392 +3%
AssetMark Inc
24
AssetMark Inc
California
$26.8M 583,154 -10,544 -2%
PWA
25
Peterson Wealth Advisors
Utah
$26.1M 566,023 -174 -0%
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