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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 %
ACP
276
Aveo Capital Partners
Colorado
$922K -$12.4K -242 -1%
KCPG
277
Kavar Capital Partners Group
Kansas
$906K – – –
AA
278
Advisory Alpha
Michigan
$900K +$11.4K +223 +1%
Millennium Management
279
Millennium Management
New York
$897K +$897K +17,483 New
AWM
280
Axxcess Wealth Management
California
$896K +$9.39K +183 +1%
AC
281
Addison Capital
Pennsylvania
$889K +$462K +9,000 +108%
AG
282
Ascent Group
Virginia
$877K -$52.3K -1,019 -6%
WCM
283
Wealthcare Capital Management
Virginia
$871K +$567K +11,053 +186%
CFMC
284
Curbstone Financial Management Corp
New Hampshire
$870K +$35.9K +700 +4%
T
285
Tidemark
California
$867K +$146K +2,838 +20%
Bessemer Group
286
Bessemer Group
New Jersey
$855K – – –
FMN
287
Financial Management Network
California
$850K +$4.67K +92 +0.6%
OGF
288
Orin Green Financial
California
$846K +$846K +16,492 New
DWM
289
Denver Wealth Management
Colorado
$842K -$6.57K -128 -0.8%
SEA
290
Stegent Equity Advisors
Texas
$840K -$33.3K -650 -4%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$829K – – –
CIR
292
Clear Investment Research
Georgia
$825K +$3.34K +65 +0.4%
AFG
293
Arkansas Financial Group
Arkansas
$815K -$61.7K -1,203 -7%
CAM
294
Cresset Asset Management
Illinois
$814K -$197K -3,840 -19%
GM
295
GeoWealth Management
Illinois
$810K -$1.91M -37,219 -70%
KAS
296
Kestra Advisory Services
Texas
$807K -$50.5K -985 -6%
JPG
297
Jordan Park Group
California
$798K -$27.1K -529 -3%
GP
298
Girard Partners
Pennsylvania
$795K +$54.6K +1,064 +7%
WFAG
299
Worth Financial Advisory Group
North Carolina
$775K +$53.1K +1,036 +7%
MCC
300
Money Concepts Capital
Florida
$773K +$115K +2,245 +18%
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