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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.

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
V
2
Veritable
Delaware
$0
3
GLA
3
Good Life Advisors
Pennsylvania
$22.6M
4
RWM
4
Reston Wealth Management
Virginia
$15M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$2.62B 59,934,233 +1,676,572 +3%
LPL Financial
2
LPL Financial
California
$457M 10,427,615 +142,595 +1%
TA
3
Tiedemann Advisors
New York
$252M 5,749,413 -42,626 -0.7%
VA
4
Valmark Advisers
Ohio
$243M 5,553,324 +94,664 +2%
Morgan Stanley
5
Morgan Stanley
New York
$115M 2,633,222 +87,841 +3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$114M 2,596,106 +582,359 +29%
HighTower Advisors
7
HighTower Advisors
Illinois
$100M 2,286,587 +304,723 +15%
FGAM
8
Financial Gravity Asset Management
Texas
$97.2M 2,906,663 +2,786,372 +2,316%
B
9
Bridgeworth
Alabama
$73.6M 1,680,488 -12,823 -0.8%
SPWG
10
Syntegra Private Wealth Group
Missouri
$59.4M 1,355,649 +65,134 +5%
RA
11
RFG Advisory
Alabama
$58.8M 1,343,283 +80,133 +6%
PAG
12
Private Advisor Group
New Jersey
$55M 1,256,749 +52,980 +4%
APWA
13
Atlas Private Wealth Advisors
New Jersey
$55M 1,256,553 +175,068 +16%
Osaic Holdings
14
Osaic Holdings
Arizona
$49.4M 1,128,176 +273,081 +32%
AOI
15
Auto-Owners Insurance
Michigan
$45.5M 1,040,000 – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$37.2M 849,787 +110,663 +15%
Wells Fargo
17
Wells Fargo
California
$33.6M 766,391 -14,077 -2%
GWP
18
Gateway Wealth Partners
Wisconsin
$30.9M 705,708 -27,444 -4%
KOC
19
Koss-Olinger Consulting
Florida
$30.1M 688,199 +20,031 +3%
WFPG
20
Waller Financial Planning Group
Ohio
$30M 685,362 -5,485 -0.8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$27.6M 629,513 -63,395 -9%
Ameriprise
22
Ameriprise
Minnesota
$26.3M 601,007 +32,984 +6%
PWA
23
Peterson Wealth Advisors
Utah
$25.5M 581,770 +15,747 +3%
AssetMark Inc
24
AssetMark Inc
California
$25.2M 576,006 -7,148 -1%
ACM
25
AlphaStar Capital Management
North Carolina
$24.8M 565,387 -41,580 -7%
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