SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

586 hedge funds and large institutions have $8.67B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 258 increasing their positions, 189 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.52%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.7%
New
59
Increased
258
Reduced
189
Closed
30
Calls
$5K
Puts
$15K
Net Calls
-$10K
Net Calls Change
-$117K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$184M
2
Betterment LLC
Betterment LLC
New York
+$89.1M
3
SC
Savant Capital
Illinois
+$75.6M
4
LPL Financial
LPL Financial
California
+$55.2M
5
KOC
Koss-Olinger Consulting
Florida
+$40.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$55.2M
2
Bank of America
Bank of America
North Carolina
-$54.6M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
-$14.4M
4
TPSF
Texas Permanent School Fund
Texas
-$13.4M
5
FGAM
Financial Gravity Asset Management
Texas
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
226
Keystone Wealth Services
California
$1.38M -$23.8K -463 -2%
WPW
227
Watershed Private Wealth
Illinois
$1.36M -$45.1K -879 -3%
QWM
228
Quadcap Wealth Management
Texas
$1.35M -$652K -12,711 -33%
EGM
229
Engineers Gate Manager
New York
$1.35M +$1.35M +26,224 New
MERSOM
230
Municipal Employees' Retirement System of Michigan
Michigan
$1.32M +$1.32M +25,664 New
KFI
231
Key Financial Inc
Pennsylvania
$1.31M +$200K +3,904 +18%
FWM
232
Fingerlakes Wealth Management
New York
$1.29M -$18.1K -352 -1%
SCP
233
Stevens Capital Partners
Nebraska
$1.27M +$220K +4,281 +21%
AWA
234
Alaska Wealth Advisors
Alaska
$1.26M -$62.3K -1,215 -5%
TA
235
TKG Advisors
Indiana
$1.25M +$104K +2,025 +9%
AAS
236
Avantax Advisory Services
Texas
$1.25M -$16.2K -315 -1%
CCFM
237
Clear Creek Financial Management
Washington
$1.23M +$57.2K +1,115 +5%
MCWS
238
McKinley Carter Wealth Services
West Virginia
$1.22M -$116K -2,256 -9%
RWP
239
Revolve Wealth Partners
New Jersey
$1.21M -$1.33K -26 -0.1%
CWA
240
Canvas Wealth Advisors
Kansas
$1.21M +$70.8K +1,312 +6%
TWM
241
Trinity Wealth Management
Pennsylvania
$1.2M +$42.5K +828 +4%
FAIM
242
Financial Advocates Investment Management
Washington
$1.19M -$4.7M -91,617 -80%
SAA
243
Southeast Asset Advisors
Georgia
$1.18M – – –
Financial Engines Advisors
244
Financial Engines Advisors
California
$1.15M +$171K +3,341 +18%
MC
245
Moors & Cabot
Massachusetts
$1.09M +$32.9K +641 +3%
KWM
246
Kingsview Wealth Management
Oregon
$1.08M +$17.1K +334 +2%
FPWM
247
FSB Premier Wealth Management
Iowa
$1.06M +$44.6K +869 +4%
PTC
248
Private Trust Company
Ohio
$1.05M -$14.6K -284 -1%
BWG
249
Beta Wealth Group
California
$1.05M +$50.6K +986 +5%
TFP
250
Tilia Fiduciary Partners
North Carolina
$1.04M +$173K +3,369 +20%
8 9
10
11 12