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 %
RCM
251
Raleigh Capital Management
North Carolina
$1.04M +$86.2K +1,680 +9%
HGA
252
Hobbs Group Advisors
South Carolina
$1.04M +$1.04M +20,188 New
CA
253
CoreCap Advisors
Michigan
$1.03M -$19K -371 -2%
EFG
254
Ethos Financial Group
Pennsylvania
$1.03M +$1.03M +20,151 New
AA
255
ACT Advisors
North Carolina
$1.03M +$1.03M +20,146 New
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$1.03M -$19.1K -373 -2%
ECM
257
Evergreen Capital Management
Washington
$1.02M +$103K +2,000 +11%
RC
258
Roundview Capital
New Jersey
$1.01M -$54.2K -1,057 -5%
WA
259
Waddell & Associates
Tennessee
$1.01M -$19.5K -381 -2%
RFS
260
Richardson Financial Services
Massachusetts
$988K +$5.85K +114 +0.6%
ACA
261
Aptus Capital Advisors
Alabama
$985K -$177K -3,455 -15%
DWM
262
Dakota Wealth Management
Florida
$979K +$979K +19,079 New
IWMA
263
Ironwood Wealth Management (Arizona)
Arizona
$974K -$217K -4,222 -18%
SLC
264
Second Line Capital
Louisiana
$973K -$172K -3,357 -15%
AWM
265
AE Wealth Management
Kansas
$959K -$504K -9,827 -34%
WP
266
WealthPLAN Partners
Nebraska
$949K -$191K -3,721 -17%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$948K +$404K +7,882 +74%
EFS
268
Econ Financial Services
Pennsylvania
$941K -$383K -7,464 -29%
MWAM
269
Manhattan West Asset Management
California
$940K +$168K +3,278 +22%
BW
270
BIP Wealth
Georgia
$940K -$284K -5,533 -23%
CCFCSB
271
Cape Cod Five Cents Savings Bank
Massachusetts
$939K -$75.9K -1,480 -7%
BCFS
272
Butensky & Cohen Financial Security
Florida
$936K -$12.3K -239 -1%
NWMG
273
National Wealth Management Group
Ohio
$935K +$76.5K +1,491 +9%
DSC
274
Duncker Streett & Co
Missouri
$934K – – –
CIAS
275
CFS Investment Advisory Services
New Jersey
$923K -$30.8K -600 -3%
9 10
11
12 13