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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 %
GWAG
401
Garrett Wealth Advisory Group
Texas
$349K +$4.8K +90 +1%
WIA
402
World Investment Advisors
California
$341K -$20.1K -353 -6%
ES
403
ETF Store
Kansas
$333K +$4.27K +80 +1%
IFPG
404
Intrepid Financial Planning Group
Indiana
$319K +$1.76K +33 +0.6%
WCM
405
Wealthcare Capital Management
Virginia
$316K -$72.2K -1,353 -19%
SFP
406
Strategic Financial Planning
Texas
$314K +$5.23K +98 +2%
OPA
407
Old Port Advisors
Maine
$310K -$9.33K -175 -3%
EA
408
Eclectic Associates
California
$304K +$6.24K +117 +2%
LWMNY
409
Landmark Wealth Management (New York)
New York
$298K -$11.7K -219 -4%
TWP
410
Tyche Wealth Partners
Texas
$297K +$297K +5,577 New
EWA
411
EverSource Wealth Advisors
Alabama
$297K +$297K +5,923 New
WI
412
Wintrust Investments
Illinois
$296K – – –
CA
413
Claro Advisors
Massachusetts
$296K +$960 +18 +0.3%
BWP
414
Balboa Wealth Partners
Arizona
$292K +$12.1K +226 +4%
ICG
415
InterOcean Capital Group
Tennessee
$287K -$123K -2,304 -30%
FG
416
Fiduciary Group
Georgia
$286K +$24.4K +457 +9%
HSA
417
HBK Sorce Advisory
Pennsylvania
$285K – – –
CA
418
Continuum Advisory
Idaho
$285K -$149K -2,828 -34%
HIA
419
Harbor Investment Advisory
Maryland
$282K +$282K +5,281 New
GFWA
420
Grey Fox Wealth Advisors
Delaware
$281K +$373 +7 +0.1%
SSB
421
Sandy Spring Bank
Maryland
$279K +$15.7K +295 +6%
Mercer Global Advisors
422
Mercer Global Advisors
Colorado
$276K -$187K -3,501 -40%
DI
423
Diligent Investors
California
$276K – – –
Renaissance Technologies
424
Renaissance Technologies
New York
$272K -$965K -18,100 -78%
CAL
425
Capital Advisors Ltd
Ohio
$272K – – –
15 16
17
18 19