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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 %
HVIA
351
Hudson Valley Investment Advisors
New York
$541K +$55.9K +1,161 +12%
SP
352
Stablepoint Partners
Massachusetts
$541K -$48.1K -894 -8%
ASN
353
Advisory Services Network
Georgia
$540K +$64.1K +1,249 +13%
AF
354
Apollon Financial
South Carolina
$537K -$33.6K -654 -6%
AAS
355
Ameritas Advisory Services
Nebraska
$531K +$531K +10,360 New
UWM
356
USAdvisors Wealth Management
Minnesota
$527K -$335K -6,541 -39%
IC
357
IEQ Capital
California
$524K – – –
OWA
358
Outlook Wealth Advisors
Texas
$522K +$4.49K +76 +0.9%
GFPC
359
Global Financial Private Client
Florida
$520K +$12.5K +244 +2%
CIA
360
Compass Ion Advisors
Pennsylvania
$514K – – –
WIA
361
World Investment Advisors
California
$514K +$206K +4,024 +67%
BWFA
362
Baltimore-Washington Financial Advisors
Maryland
$502K -$7.23K -141 -1%
SAS
363
SMI Advisory Services
Indiana
$496K -$72.6K -1,434 -13%
LFS
364
Lutz Financial Services
Nebraska
$491K – – –
FWP
365
Falcon Wealth Planning
California
$485K -$50.4K -982 -9%
EIA
366
Eldridge Investment Advisors
New Hampshire
$484K +$49.9K +972 +11%
Empower Advisory Group
367
Empower Advisory Group
Colorado
$477K +$274K +5,333 +135%
TI
368
Trexquant Investment
Connecticut
$468K +$468K +9,114 New
IAG
369
Investmark Advisory Group
Connecticut
$463K – – –
JWCA
370
J.W. Cole Advisors
Florida
$455K +$58.3K +1,136 +15%
AP
371
Americana Partners
Texas
$443K – – –
SA
372
Scarborough Advisors
Maryland
$442K -$2.38M -46,456 -84%
OSNBOA
373
Old Second National Bank of Aurora
Illinois
$440K +$4.05K +79 +0.9%
BFM
374
Boston Financial Management
Massachusetts
$436K – – –
SFP
375
Strategic Financial Planning
Texas
$434K +$133K +2,587 +44%
13 14
15
16 17