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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.

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
AG
1
AlTi Global
New York
$285M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$212M
4
LPL Financial
4
LPL Financial
California
$544M
5
OFS
5
OneAscent Financial Services
Alabama
$32.2M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$2.03M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$5.41M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$46.3M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$54.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$544M 11,161,772 +734,157 +7%
AG
2
AlTi Global
New York
$285M 5,858,060 +5,858,060 New
Morgan Stanley
3
Morgan Stanley
New York
$283M 5,811,988 +3,178,766 +121%
VA
4
Valmark Advisers
Ohio
$274M 5,616,892 +63,568 +1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$212M 4,342,267 +1,746,161 +67%
HighTower Advisors
6
HighTower Advisors
Illinois
$124M 2,553,386 +266,799 +12%
FGAM
7
Financial Gravity Asset Management
Texas
$109M 3,150,403 +243,740 +8%
B
8
Bridgeworth
Alabama
$81.8M 1,678,748 -1,740 -0.1%
RA
9
RFG Advisory
Alabama
$70.5M 1,446,894 +103,611 +8%
SPWG
10
Syntegra Private Wealth Group
Missouri
$66.3M 1,361,852 +6,203 +0.5%
PAG
11
Private Advisor Group
New Jersey
$56.6M 1,161,141 -95,608 -8%
APWA
12
Atlas Private Wealth Advisors
New Jersey
$54.9M 1,126,638 -129,915 -10%
AOI
13
Auto-Owners Insurance
Michigan
$50.7M 1,040,000 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$46.3M 949,300 -178,876 -16%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$46.1M 945,327 +95,540 +11%
CWM
16
Cornerstone Wealth Management
Missouri
$41.9M 859,363 +302,817 +54%
Wells Fargo
17
Wells Fargo
California
$41M 840,946 +74,555 +10%
GVAG
18
Great Valley Advisor Group
Delaware
$38M 780,029 +309,677 +66%
Creative Planning
19
Creative Planning
Kansas
$35.1M 62,288,448 +2,354,215 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$34.7M 711,280 +81,767 +13%
KOC
21
Koss-Olinger Consulting
Florida
$34.5M 707,358 +19,159 +3%
WFPG
22
Waller Financial Planning Group
Ohio
$33.8M 693,518 +8,156 +1%
OFS
23
OneAscent Financial Services
Alabama
$32.2M 660,047 +660,047 New
PWA
24
Peterson Wealth Advisors
Utah
$29.3M 600,736 +18,966 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$28.6M 586,686 +106,188 +22%
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