SPMD icon

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 %
GA
376
Goldstein Advisors
Wisconsin
$434K +$3.69K +72 +0.9%
FPW
377
Flagship Private Wealth
Massachusetts
$429K -$2K -39 -0.5%
MCM
378
MAI Capital Management
Ohio
$424K -$18.4K -358 -4%
SL
379
SFM LLC
New Hampshire
$423K -$8.11K -158 -2%
MWM
380
Marion Wealth Management
Pennsylvania
$411K -$51 -1 -0%
TDC
381
Thompson Davis & Co
Virginia
$410K +$410K +8,000 New
NCMW
382
Northern Capital Management (Washington)
Washington
$408K +$408K +7,951 New
FFL
383
Financial Freedom LLC
Ohio
$402K +$1.08K +21 +0.3%
VBFP
384
Valtinson Bruner Financial Planning
Minnesota
$400K -$15K -293 -4%
TA
385
TFG Advisers
Michigan
$397K +$17.2K +336 +5%
SPC
386
Sigma Planning Corp
Michigan
$397K -$26.6K -518 -6%
WIC
387
Woodmont Investment Counsel
Tennessee
$395K – – –
TVAMP
388
Tennessee Valley Asset Management Partners
Tennessee
$395K +$56.6K +1,104 +17%
LFAS
389
Level Four Advisory Services
Texas
$394K – – –
FOA
390
Five Oceans Advisors
California
$390K +$11.7K +229 +3%
IWN
391
Independent Wealth Network
Iowa
$388K -$51 -1 -0%
RWM
392
Ritholtz Wealth Management
New York
$388K -$25.3K -493 -6%
SAM
393
Securian Asset Management
Minnesota
$385K +$308K +6,000 +400%
USCWA
394
U.S. Capital Wealth Advisors
Texas
$381K – – –
GSEP
395
Golden State Equity Partners
California
$378K +$378K +7,372 New
JIC
396
Johnson Investment Counsel
Ohio
$377K +$15.6K +304 +4%
WWS
397
Wellington Wealth Strategies
Indiana
$370K +$370K +7,214 New
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$370K +$344K +69,527 +1,345%
CGFA
399
Colton Groome Financial Advisors
North Carolina
$369K -$52.2K -1,018 -12%
NFP
400
Narus Financial Partners
Utah
$367K +$15K +293 +4%
14 15
16
17 18