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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 %
DAS
401
Diversify Advisory Services
Utah
$365K -$35.5K -702 -9%
VPP
402
Vertex Planning Partners
Illinois
$361K -$2.61M -50,955 -88%
OCM
403
Orion Capital Management
California
$360K -$10.3K -200 -3%
AMM
404
American Money Management
California
$356K -$46.8K -912 -12%
SW
405
Simplicity Wealth
New Jersey
$351K +$351K +6,844 New
BW
406
Bison Wealth
Georgia
$349K – – –
HAM
407
Harmony Asset Management
Arizona
$346K -$8.21K -160 -2%
LFA
408
Laraway Financial Advisors
Minnesota
$346K +$4.31K +84 +1%
GWAG
409
Garrett Wealth Advisory Group
Texas
$342K +$6.77K +132 +2%
SPA
410
Sentinel Pension Advisors
Massachusetts
$342K +$1.39K +27 +0.4%
KFS
411
Kelly Financial Services
Massachusetts
$340K -$4.36K -85 -1%
ES
412
ETF Store
Kansas
$331K +$10.9K +213 +3%
AA
413
Alesco Advisors
New York
$325K +$75.8K +1,477 +30%
Qube Research & Technologies (QRT)
414
Qube Research & Technologies (QRT)
United Kingdom
$325K +$237K +4,617 +270%
ML
415
McAdam LLC
Pennsylvania
$323K +$323K +6,294 New
SGI
416
Summit Global Investments
Utah
$318K -$45.1K -879 -12%
IFPG
417
Intrepid Financial Planning Group
Indiana
$313K +$6.41K +125 +2%
AC
418
Apella Capital
Connecticut
$311K -$64.9K -1,283 -17%
TWP
419
Tyche Wealth Partners
Texas
$309K +$22.8K +444 +8%
SAG
420
SageView Advisory Group
California
$300K +$300K +5,843 New
BAM
421
Belpointe Asset Management
Nevada
$299K +$299K +5,831 New
OPA
422
Old Port Advisors
Maine
$298K – – –
SSB
423
Sandy Spring Bank
Maryland
$297K +$29.2K +569 +11%
HIA
424
Harbor Investment Advisory
Maryland
$295K +$24.1K +469 +9%
AWM
425
Apollon Wealth Management
South Carolina
$292K +$47.1K +919 +19%
15 16
17
18 19