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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 %
PCIA
426
Prime Capital Investment Advisors
Kansas
$291K -$86.6K -1,688 -23%
BWP
427
Balboa Wealth Partners
Arizona
$291K +$10.1K +196 +4%
Tudor Investment Corp
428
Tudor Investment Corp
Connecticut
$288K +$288K +5,619 New
CA
429
Claro Advisors
Massachusetts
$287K +$2.57K +50 +0.9%
EA
430
Eclectic Associates
California
$287K -$5.85K -114 -2%
WI
431
Wintrust Investments
Illinois
$285K – – –
WOSD
432
WFA of San Diego
California
$284K +$284K +5,538 New
LWMNY
433
Landmark Wealth Management (New York)
New York
$284K -$2.52K -49 -0.9%
CA
434
Continuum Advisory
Idaho
$278K +$51 +1 +0%
CCWM
435
Cassaday & Co Wealth Management
Virginia
$277K -$97.3K -1,896 -26%
HSA
436
HBK Sorce Advisory
Pennsylvania
$274K – – –
GFWA
437
Grey Fox Wealth Advisors
Delaware
$270K +$513 +10 +0.2%
JCIA
438
Jackson Creek Investment Advisors
Colorado
$269K +$269K +5,243 New
DI
439
Diligent Investors
California
$265K +$51 +1 +0%
SC
440
SouthState Corp
Florida
$265K +$265K +5,160 New
CAL
441
Capital Advisors Ltd
Ohio
$262K – – –
ACM
442
Altrius Capital Management
North Carolina
$261K -$410 -8 -0.2%
PP
443
Pegasus Partners
Wisconsin
$260K – – –
RBFC
444
Roman Butler Fullerton & Co
Missouri
$258K +$973 +19 +0.4%
SWA
445
Sax Wealth Advisors
New Jersey
$258K +$205 +4 +0.1%
Franklin Resources
446
Franklin Resources
California
$258K – – –
ORG
447
Optimist Retirement Group
Washington
$256K +$205 +4 +0.1%
TP
448
Tranquility Partners
Tennessee
$255K -$2.77K -54 -1%
MWM
449
Mattern Wealth Management
Kansas
$252K – – –
JFG
450
JDM Financial Group
Texas
$252K +$51 +1 +0%
16 17
18
19 20