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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 %
KWM
251
Kingsview Wealth Management
Oregon
$1.11M +$196K +3,681 +22%
MC
252
Moors & Cabot
Massachusetts
$1.1M +$870K +16,309 +381%
CA
253
CoreCap Advisors
Michigan
$1.1M +$1.1M +20,536 New
SCP
254
Stevens Capital Partners
Nebraska
$1.1M +$289K +5,413 +36%
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$1.09M +$294K +5,507 +37%
IW
256
Imprint Wealth
South Carolina
$1.09M +$1.09M +20,477 New
WWA
257
WCG Wealth Advisors
Nevada
$1.08M -$94.4K -1,770 -8%
WA
258
Waddell & Associates
Tennessee
$1.07M -$98K -1,837 -8%
FPWM
259
FSB Premier Wealth Management
Iowa
$1.06M -$80.3K -1,505 -7%
CCFCSB
260
Cape Cod Five Cents Savings Bank
Massachusetts
$1.06M – – –
CAM
261
Cresset Asset Management
Illinois
$1.05M +$74.6K +1,398 +8%
CWA
262
Canvas Wealth Advisors
Kansas
$1.05M -$899K -18,104 -46%
KPWS
263
Kestra Private Wealth Services
Texas
$1.05M +$478K +8,968 +84%
BWG
264
Beta Wealth Group
California
$1.04M -$30K -563 -3%
RFS
265
Richardson Financial Services
Massachusetts
$1.02M -$99.2K -1,860 -9%
Financial Engines Advisors
266
Financial Engines Advisors
California
$1.01M -$16.6K -312 -2%
CIAS
267
CFS Investment Advisory Services
New Jersey
$992K +$408K +7,649 +70%
RCM
268
Raleigh Capital Management
North Carolina
$991K -$165K -3,094 -14%
BCFS
269
Butensky & Cohen Financial Security
Florida
$986K +$23.5K +441 +2%
DSC
270
Duncker Streett & Co
Missouri
$971K -$10K -188 -1%
AG
271
Ascent Group
Virginia
$966K -$54.4K -1,020 -5%
ECM
272
Evergreen Capital Management
Washington
$950K – – –
KCPG
273
Kavar Capital Partners Group
Kansas
$942K -$919K -17,238 -49%
ACP
274
Aveo Capital Partners
Colorado
$934K +$30.2K +589 +3%
AA
275
Advisory Alpha
Michigan
$924K -$9.76M -182,958 -91%
9 10
11
12 13