SPMD icon

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 %
CIA
351
Compass Ion Advisors
Pennsylvania
$514K +$3.95K +74 +0.8%
LFS
352
Lutz Financial Services
Nebraska
$511K – – –
ASN
353
Advisory Services Network
Georgia
$494K -$102K -1,910 -17%
IAG
354
Investmark Advisory Group
Connecticut
$482K -$95.2K -1,784 -16%
OWA
355
Outlook Wealth Advisors
Texas
$467K -$297K -5,569 -39%
AP
356
Americana Partners
Texas
$460K – – –
MCM
357
MAI Capital Management
Ohio
$459K +$12.3K +231 +3%
OSNBOA
358
Old Second National Bank of Aurora
Illinois
$453K -$53 -1 -0%
BFM
359
Boston Financial Management
Massachusetts
$453K – – –
EIA
360
Eldridge Investment Advisors
New Hampshire
$451K -$1.13M -21,163 -71%
SL
361
SFM LLC
New Hampshire
$448K -$24K -449 -5%
FPW
362
Flagship Private Wealth
Massachusetts
$448K -$42.1K -789 -9%
GA
363
Goldstein Advisors
Wisconsin
$448K – – –
AC
364
Addison Capital
Pennsylvania
$444K +$444K +8,322 New
MMA
365
Miracle Mile Advisors
California
$441K +$441K +8,277 New
SPC
366
Sigma Planning Corp
Michigan
$440K +$92.4K +1,732 +27%
CGFA
367
Colton Groome Financial Advisors
North Carolina
$438K -$60.3K -1,131 -12%
VBFP
368
Valtinson Bruner Financial Planning
Minnesota
$432K -$3.31K -62 -0.8%
RWM
369
Ritholtz Wealth Management
New York
$430K +$430K +8,055 New
MWM
370
Marion Wealth Management
Pennsylvania
$427K +$5.76K +108 +1%
DAS
371
Diversify Advisory Services
Utah
$420K +$420K +7,915 New
AMM
372
American Money Management
California
$419K -$32.6K -612 -7%
FFL
373
Financial Freedom LLC
Ohio
$417K +$853 +16 +0.2%
JWCA
374
J.W. Cole Advisors
Florida
$412K -$960 -18 -0.2%
EW
375
Evoke Wealth
California
$411K +$411K +7,707 New
13 14
15
16 17