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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 %
AWM
276
Axxcess Wealth Management
California
$922K -$281K -5,272 -23%
HAS
277
HBW Advisory Services
California
$919K – – –
AFG
278
Arkansas Financial Group
Arkansas
$912K +$27.5K +515 +3%
SEA
279
Stegent Equity Advisors
Texas
$908K +$327K +6,133 +56%
TFP
280
Tilia Fiduciary Partners
North Carolina
$906K +$223K +4,175 +33%
UWM
281
USAdvisors Wealth Management
Minnesota
$895K +$10.2K +192 +1%
NWMG
282
National Wealth Management Group
Ohio
$893K +$42.6K +799 +5%
KAS
283
Kestra Advisory Services
Texas
$891K -$56K -1,050 -6%
Bessemer Group
284
Bessemer Group
New Jersey
$889K -$2.03K -38 -0.2%
DWM
285
Denver Wealth Management
Colorado
$882K +$36.9K +692 +4%
CFMC
286
Curbstone Financial Management Corp
New Hampshire
$867K +$98.7K +1,850 +13%
FMN
287
Financial Management Network
California
$866K -$116K -2,235 -12%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$862K +$283K +5,335 +49%
HGERS
289
Householder Group Estate & Retirement Specialist
Arizona
$861K +$12K +225 +1%
JPG
290
Jordan Park Group
California
$858K – – –
CIR
291
Clear Investment Research
Georgia
$854K +$72.3K +1,355 +9%
FLPIM
292
F.L. Putnam Investment Management
Massachusetts
$807K -$82.8K -1,553 -9%
MWAM
293
Manhattan West Asset Management
California
$803K -$268K -5,024 -25%
Truist Financial
294
Truist Financial
North Carolina
$803K -$4.32K -81 -0.5%
AFG
295
Atomi Financial Group
New York
$794K +$224K +4,195 +39%
FFW
296
Fusion Family Wealth
New York
$794K – – –
CA
297
Cetera Advisors
Colorado
$794K -$208K -3,908 -21%
OGF
298
Orin Green Financial
California
$775K -$709K -14,558 Closed
GP
299
Girard Partners
Pennsylvania
$770K +$770K +14,442 New
TFCP
300
Twin Focus Capital Partners
Massachusetts
$768K – – –
10 11
12
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