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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 %
SIC
301
Sterling Investment Counsel
New York
$762K +$57.2K +1,072 +8%
FIM
302
Fernwood Investment Management
Massachusetts
$759K -$53 -1 -0%
EFL
303
ERn Financial LLC
Wisconsin
$754K +$14.7K +276 +2%
WFAG
304
Worth Financial Advisory Group
North Carolina
$751K +$156K +2,932 +26%
T
305
Tidemark
California
$750K -$67.8K -1,272 -8%
GL
306
Graypoint LLC
New York
$749K – – –
MA
307
MONECO Advisors
Connecticut
$747K +$320K +6,002 +75%
MWM
308
MGB Wealth Management
Texas
$747K +$2.72K +51 +0.4%
LA
309
Lifeworks Advisors
Michigan
$741K -$20.7K -389 -3%
APP
310
Avantax Planning Partners
Iowa
$740K +$8.8K +165 +1%
RPCONE
311
Retirement Planning Company of New England
Rhode Island
$738K +$58.7K +1,101 +9%
SMA
312
Sage Mountain Advisors
Georgia
$736K +$90.3K +1,693 +14%
RSA
313
River Street Advisors
Illinois
$735K +$22.9K +430 +3%
WAM
314
Worth Asset Management
Texas
$727K +$727K +13,627 New
CAG
315
Csenge Advisory Group
Florida
$715K -$36.8K -690 -5%
APW
316
Austin Private Wealth
Texas
$708K +$123K +2,346 +21%
RPSA
317
Richard P. Slaughter Associates
Texas
$705K +$705K +13,225 New
KWA
318
Kingswood Wealth Advisors
California
$697K +$388K +7,276 +126%
VC
319
Vicus Capital
Pennsylvania
$697K +$34.2K +642 +5%
SMC
320
Smith, Moore & Co
Missouri
$692K -$1.76K -33 -0.3%
MCC
321
Money Concepts Capital
Florida
$684K +$179K +3,352 +35%
WPC
322
White Pine Capital
Minnesota
$678K – – –
ZCM
323
Ziegler Capital Management
Illinois
$660K +$1.55K +29 +0.2%
PA
324
PFG Advisors
Arizona
$656K +$101K +1,895 +18%
RCA
325
Ranch Capital Advisors
Florida
$650K +$14.8K +278 +2%
11 12
13
14 15