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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 %
EFL
326
ERn Financial LLC
Wisconsin
$674K -$51K -995 -7%
ACM
327
Armbruster Capital Management
New York
$667K +$667K +13,005 New
SMC
328
Smith, Moore & Co
Missouri
$665K – – –
KWA
329
Kingswood Wealth Advisors
California
$652K -$18.7K -365 -3%
STA
330
Summit Trail Advisors
New York
$647K +$102K +1,981 +19%
FEG
331
Financial Enhancement Group
Indiana
$642K -$7.87K -148 -1%
FMI
332
F/M Investments
District of Columbia
$631K +$631K +12,292 New
BRWA
333
B. Riley Wealth Advisors
Florida
$618K +$618K +12,040 New
CCM
334
Coldstream Capital Management
Washington
$617K +$42K +819 +7%
RCA
335
Ranch Capital Advisors
Florida
$616K -$8.93K -174 -1%
AQR Capital Management
336
AQR Capital Management
Connecticut
$610K -$573K -11,179 -48%
AWS
337
Atria Wealth Solutions
New York
$607K -$579K -11,289 -49%
HPA
338
High Probability Advisors
New York
$606K +$27.6K +538 +5%
PA
339
PFG Advisors
Arizona
$603K -$27.9K -543 -4%
BWM
340
BCS Wealth Management
Tennessee
$603K +$37.1K +723 +7%
HIF
341
Hill Island Financial
Michigan
$600K +$1.23K +24 +0.2%
CWM
342
Congress Wealth Management
Massachusetts
$593K +$593K +11,553 New
CB
343
Commerce Bank
Missouri
$593K +$16.8K +327 +3%
GWM
344
GSB Wealth Management
Connecticut
$592K +$5.39K +105 +0.9%
DW30
345
Drucker Wealth 3.0
New Jersey
$587K +$587K +11,450 New
AFG
346
Atomi Financial Group
New York
$578K -$186K -3,621 -24%
AWA
347
Arkadios Wealth Advisors
Georgia
$561K +$4.41K +86 +0.8%
FF
348
Farrow Financial
Vermont
$561K +$56.2K +1,096 +11%
PVI
349
Pine Valley Investments
New Jersey
$556K -$1.04M -20,215 -65%
Susquehanna International Group
350
Susquehanna International Group
Pennsylvania
$549K -$1.39M -27,116 -72%
12 13
14
15 16