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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

565 hedge funds and large institutions have $8.59B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 232 increasing their positions, 200 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+18
Holders Change %
+3.29%
% of All Funds
8.19%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.62%
New
59
Increased
232
Reduced
200
Closed
28
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
-$68K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$775M
2
Creative Planning
2
Creative Planning
Kansas
$3.53B
3
Bank of America
3
Bank of America
North Carolina
$78.1M
4
HWA
4
HHM Wealth Advisors
Tennessee
$25.6M
5
FNT
5
First National Trust
Pennsylvania
$25.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
FGAM
2
Financial Gravity Asset Management
Texas
$25.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$9.63M
4
KOC
4
Koss-Olinger Consulting
Florida
$0
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
226
McKinley Carter Wealth Services
West Virginia
$1.39M -$21.2K -397 -2%
EFS
227
Econ Financial Services
Pennsylvania
$1.38M -$188K -3,528 -12%
AWA
228
Alaska Wealth Advisors
Alaska
$1.37M +$130K +2,429 +10%
FWM
229
Fingerlakes Wealth Management
New York
$1.36M -$3.73K -70 -0.3%
ITB
230
Idaho Trust Bank
Idaho
$1.36M +$1.36M +25,531 New
MAM
231
MMA Asset Management
Pennsylvania
$1.34M +$151K +2,830 +13%
IA
232
IFP Advisors
Florida
$1.34M -$93.9K -1,761 -7%
GWP
233
Gateway Wealth Partners
Wisconsin
$1.32M -$901K -16,890 -41%
AAS
234
Avantax Advisory Services
Texas
$1.32M -$1.81K -34 -0.1%
SIAS
235
Summit Investment Advisory Services
Minnesota
$1.3M +$46.4K +870 +4%
BW
236
BIP Wealth
Georgia
$1.27M -$56.6K -1,061 -4%
RWP
237
Revolve Wealth Partners
New Jersey
$1.26M – – –
IWMA
238
Ironwood Wealth Management (Arizona)
Arizona
$1.24M -$69K -1,294 -5%
AWS
239
Atria Wealth Solutions
New York
$1.23M +$247K +4,629 +25%
AQR Capital Management
240
AQR Capital Management
Connecticut
$1.23M +$206K +3,862 +20%
SAA
241
Southeast Asset Advisors
Georgia
$1.22M – – –
CCFM
242
Clear Creek Financial Management
Washington
$1.22M +$83.5K +1,565 +7%
ACA
243
Aptus Capital Advisors
Alabama
$1.21M +$528K +9,900 +78%
TWM
244
Trinity Wealth Management
Pennsylvania
$1.21M +$40.1K +752 +3%
TA
245
TKG Advisors
Indiana
$1.19M +$326K +6,112 +38%
SLC
246
Second Line Capital
Louisiana
$1.19M -$120K -2,258 -9%
WP
247
WealthPLAN Partners
Nebraska
$1.18M +$9.5K +178 +0.8%
KFI
248
Key Financial Inc
Pennsylvania
$1.16M +$143K +2,686 +14%
RC
249
Roundview Capital
New Jersey
$1.11M -$221K -4,137 -17%
PTC
250
Private Trust Company
Ohio
$1.11M +$215K +4,026 +24%
8 9
10
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