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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 %
SIC
301
Sterling Investment Counsel
New York
$767K +$34.2K +666 +5%
HGERS
302
Householder Group Estate & Retirement Specialist
Arizona
$766K -$61.8K -1,205 -7%
FFW
303
Fusion Family Wealth
New York
$764K – – –
Truist Financial
304
Truist Financial
North Carolina
$756K -$16.1K -314 -2%
GWP
305
Gateway Wealth Partners
Wisconsin
$745K -$527K -10,280 -41%
MWM
306
MGB Wealth Management
Texas
$740K -$1.27K -24 -0.2%
RPCONE
307
Retirement Planning Company of New England
Rhode Island
$739K +$29.8K +581 +4%
TFCP
308
Twin Focus Capital Partners
Massachusetts
$739K – – –
MA
309
MONECO Advisors
Connecticut
$735K +$16.4K +319 +2%
IF
310
Intrua Financial
Texas
$734K +$734K +14,309 New
FIM
311
Fernwood Investment Management
Massachusetts
$730K – – –
RSA
312
River Street Advisors
Illinois
$724K +$17.2K +336 +2%
SMA
313
Sage Mountain Advisors
Georgia
$724K +$16.6K +324 +2%
CW
314
CreativeOne Wealth
Kansas
$722K -$680K -13,242 -48%
FLPIM
315
F.L. Putnam Investment Management
Massachusetts
$722K -$53.9K -1,050 -7%
LA
316
Lifeworks Advisors
Michigan
$719K +$6.77K +132 +1%
AF
317
Aldebaran Financial
$709K +$121K +2,364 +21%
WAM
318
Worth Asset Management
Texas
$708K +$9.23K +180 +1%
APP
319
Avantax Planning Partners
Iowa
$708K -$3.75K -73 -0.5%
CAG
320
Csenge Advisory Group
Florida
$706K +$18.7K +365 +3%
APW
321
Austin Private Wealth
Texas
$703K +$11.1K +216 +2%
GL
322
Graypoint LLC
New York
$703K -$18K -350 -2%
WPC
323
White Pine Capital
Minnesota
$693K – – –
RPSA
324
Richard P. Slaughter Associates
Texas
$693K +$14.3K +279 +2%
VC
325
Vicus Capital
Pennsylvania
$686K +$15.8K +307 +2%
11 12
13
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