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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 %
WIC
376
Woodmont Investment Counsel
Tennessee
$411K +$411K +7,700 New
IWN
377
Independent Wealth Network
Iowa
$404K +$21.2K +397 +6%
USCWA
378
U.S. Capital Wealth Advisors
Texas
$396K -$96.2K -1,804 -20%
TA
379
TFG Advisers
Michigan
$395K +$43.5K +816 +12%
FOA
380
Five Oceans Advisors
California
$393K +$393K +7,377 New
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$393K +$178K +3,343 +83%
PCIA
382
Prime Capital Investment Advisors
Kansas
$393K -$18.1K -340 -4%
AC
383
Apella Capital
Connecticut
$391K +$53.1K +1,008 +16%
CCWM
384
Cassaday & Co Wealth Management
Virginia
$389K +$84.7K +1,587 +28%
OCM
385
Orion Capital Management
California
$385K -$77.8K -1,459 -17%
Bank of New York Mellon
386
Bank of New York Mellon
New York
$383K +$383K +7,184 New
SGI
387
Summit Global Investments
Utah
$377K +$377K +7,073 New
JIC
388
Johnson Investment Counsel
Ohio
$376K +$77.1K +1,446 +26%
LFAS
389
Level Four Advisory Services
Texas
$374K – – –
Prudential Financial
390
Prudential Financial
New Jersey
$373K – – –
HAM
391
Harmony Asset Management
Arizona
$368K – – –
NFP
392
Narus Financial Partners
Utah
$366K -$78.6K -1,473 -18%
KFS
393
Kelly Financial Services
Massachusetts
$358K -$68.8K -1,290 -16%
WSTAM
394
Wilbanks Smith & Thomas Asset Management
Virginia
$356K +$7.25K +136 +2%
LFA
395
Laraway Financial Advisors
Minnesota
$355K +$41.5K +778 +13%
SPA
396
Sentinel Pension Advisors
Massachusetts
$354K -$21.2K -397 -6%
Comerica Bank
397
Comerica Bank
Texas
$354K -$104K -1,945 -23%
DA
398
Detalus Advisors
Missouri
$354K -$37.2K -697 -10%
TVAMP
399
Tennessee Valley Asset Management Partners
Tennessee
$352K +$153K +2,877 +77%
BW
400
Bison Wealth
Georgia
$349K -$4.69K -88 -1%
14 15
16
17 18