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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 %
ACM
426
Altrius Capital Management
North Carolina
$271K -$11.5K -216 -4%
PP
427
Pegasus Partners
Wisconsin
$270K +$16.3K +306 +6%
BCM
428
Brookstone Capital Management
Illinois
$269K -$58.2K -1,091 -18%
TP
429
Tranquility Partners
Tennessee
$268K – – –
SWA
430
Sax Wealth Advisors
New Jersey
$268K – – –
Franklin Resources
431
Franklin Resources
California
$268K – – –
ORG
432
Optimist Retirement Group
Washington
$266K -$28.4K -533 -10%
MWM
433
Mattern Wealth Management
Kansas
$262K – – –
JFG
434
JDM Financial Group
Texas
$262K +$53 +1 +0%
SFG
435
Sovereign Financial Group
Connecticut
$260K +$53 +1 +0%
AA
436
Alesco Advisors
New York
$259K +$259K +4,861 New
PWA
437
PCG Wealth Advisors
Kansas
$258K – – –
MSAM
438
Moloney Securities Asset Management
Missouri
$256K +$213 +4 +0.1%
AWM
439
Apollon Wealth Management
South Carolina
$255K +$1.76K +33 +0.7%
HWM
440
HB Wealth Management
Georgia
$254K -$97.3K -1,824 -28%
Baird Financial Group
441
Baird Financial Group
Wisconsin
$252K +$252K +4,729 New
RBFC
442
Roman Butler Fullerton & Co
Missouri
$252K +$703 +14 +0.3%
SFP
443
Shepherd Financial Partners
Massachusetts
$251K +$251K +4,708 New
PFA
444
Pinnacle Family Advisors
Missouri
$250K +$250K +4,682 New
NG
445
Norden Group
Utah
$244K +$244K +4,577 New
NWM
446
Napa Wealth Management
California
$241K -$100K -1,875 -29%
BP
447
Ballentine Partners
Massachusetts
$238K – – –
MOS
448
MGO One Seven
Ohio
$234K +$747 +14 +0.3%
LFG
449
Lockerman Financial Group
California
$233K +$233K +4,363 New
MAM
450
Mystic Asset Management
Rhode Island
$231K -$7.47K -140 -3%
16 17
18
19 20