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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 %
HIF
326
Hill Island Financial
Michigan
$622K +$1.01K +19 +0.2%
FEG
327
Financial Enhancement Group
Indiana
$622K -$13.4K -263 -2%
AF
328
Aldebaran Financial
$611K -$421K -7,900 -41%
GWM
329
GSB Wealth Management
Connecticut
$610K +$107 +2 +0%
HPA
330
High Probability Advisors
New York
$602K +$15.5K +290 +3%
CB
331
Commerce Bank
Missouri
$599K – – –
CCM
332
Coldstream Capital Management
Washington
$597K – – –
AF
333
Apollon Financial
South Carolina
$593K -$125K -2,336 -17%
SAS
334
SMI Advisory Services
Indiana
$592K -$64.3K -1,221 -10%
BWM
335
BCS Wealth Management
Tennessee
$589K +$19.7K +369 +3%
SP
336
Stablepoint Partners
Massachusetts
$584K +$114K +2,141 +24%
AWA
337
Arkadios Wealth Advisors
Georgia
$579K +$32K +600 +6%
GS
338
GTS Securities
New York
$577K -$293K -5,499 -34%
CF
339
Convergence Financial
Missouri
$572K +$172K +3,221 +43%
STA
340
Summit Trail Advisors
New York
$567K – – –
Fidelity Investments
341
Fidelity Investments
Massachusetts
$566K +$242K +4,530 +75%
PWM
342
Power Wealth Management
Georgia
$562K +$147K +2,757 +35%
FWP
343
Falcon Wealth Planning
California
$556K -$33K -618 -6%
IC
344
IEQ Capital
California
$544K -$19K -356 -3%
HVIA
345
Hudson Valley Investment Advisors
New York
$538K -$61.9K -1,161 -10%
ARC
346
Advisor Resource Council
Texas
$537K -$9.57M -196,353 -95%
BG
347
Benedetti & Gucer
Georgia
$531K +$1.28K +24 +0.2%
BWFA
348
Baltimore-Washington Financial Advisors
Maryland
$529K -$13.3K -250 -2%
GFPC
349
Global Financial Private Client
Florida
$525K +$3.71K +70 +0.7%
FF
350
Farrow Financial
Vermont
$525K +$42.7K +801 +9%
12 13
14
15 16