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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 %
CBFP
451
Cedar Brook Financial Partners
Ohio
$225K – – –
AIM
452
Acropolis Investment Management
Missouri
$224K +$160 +3 +0.1%
PWG
453
Portside Wealth Group
Utah
$223K -$68.5K -1,284 -24%
BTWM
454
Baker Tilly Wealth Management
Wisconsin
$219K -$1.55M -29,027 -88%
MPCL
455
My Personal CFO LLC
Washington
$219K +$219K +4,101 New
GWAM
456
Guardian Wealth Advisors (Minnesota)
Minnesota
$219K +$219K +4,100 New
CPRC
457
Consolidated Portfolio Review Corp
New York
$217K -$2.61K -49 -1%
PI
458
PFG Investments
New York
$217K +$217K +4,075 New
IGWM
459
ICA Group Wealth Management
Colorado
$214K +$30.1K +564 +16%
SAI
460
Savvy Advisors Inc
New York
$214K -$409K -7,660 -66%
SIA
461
Strategic Investment Advisors
Michigan
$214K -$77.8K -1,459 -27%
TNA
462
True North Advisors
Texas
$213K +$213K +3,992 New
VVP
463
Venture Visionary Partners
Ohio
$213K -$44.6K -837 -17%
Empower Advisory Group
464
Empower Advisory Group
Colorado
$211K -$134K -2,513 -39%
H
465
HoyleCohen
California
$204K +$204K +3,817 New
CFD
466
Creative Financial Designs
Indiana
$201K -$107 -2 -0.1%
NS
467
NBC Securities
Alabama
$197K – – –
MFA
468
McClarren Financial Advisors
Pennsylvania
$192K +$587 +11 +0.3%
FRA
469
Front Row Advisors
California
$185K +$57.4K +1,076 +45%
VWWMG
470
Vermillion & White Wealth Management Group
Pennsylvania
$178K +$178K +3,331 New
RWPA
471
Richard W. Paul & Associates
Michigan
$175K -$36.5K -684 -17%
PFM
472
Phillips Financial Management
Indiana
$170K – – –
PAG
473
Paladin Advisory Group
Iowa
$163K -$36.8K -694 -18%
KFP
474
Keener Financial Planning
Texas
$162K -$11.7K -218 -7%
LWCFA
475
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K – – –
17 18
19
20 21