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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
$3.58B
2
Betterment LLC
Betterment LLC
New York
$834M
3
SC
Savant Capital
Illinois
$75.6M
4
LPL Financial
LPL Financial
California
$634M
5
KOC
Koss-Olinger Consulting
Florida
$40.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
Bank of America
Bank of America
North Carolina
$20.5M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.28M
4
TPSF
Texas Permanent School Fund
Texas
$0
5
FGAM
Financial Gravity Asset Management
Texas
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
451
Sovereign Financial Group
Connecticut
$250K – – –
PWA
452
PCG Wealth Advisors
Kansas
$248K – – –
AWA
453
Arete Wealth Advisors
Illinois
$247K +$247K +4,820 New
HWM
454
HB Wealth Management
Georgia
$244K – – –
Baird Financial Group
455
Baird Financial Group
Wisconsin
$243K – – –
SFP
456
Shepherd Financial Partners
Massachusetts
$242K – – –
MWM
457
Meridian Wealth Management
Kentucky
$237K +$237K +4,614 New
MAM
458
Mystic Asset Management
Rhode Island
$234K +$12.1K +235 +5%
NWM
459
Napa Wealth Management
California
$233K +$616 +12 +0.3%
Comerica Bank
460
Comerica Bank
Texas
$232K -$109K -2,116 -32%
BCM
461
Brookstone Capital Management
Illinois
$230K -$41.1K -763 -15%
EB
462
Emprise Bank
Kansas
$225K +$225K +4,384 New
OC
463
Oakworth Capital
Alabama
$224K +$221K +4,305 +6,331%
BJL
464
Brighton Jones LLC
Washington
$222K +$222K +4,323 New
LFG
465
Lockerman Financial Group
California
$222K -$2.31K -45 -1%
DA
466
Detalus Advisors
Missouri
$218K -$122K -2,374 -36%
BP
467
Ballentine Partners
Massachusetts
$218K -$11.2K -219 -5%
CF
468
Convergence Financial
Missouri
$217K -$332K -6,480 -60%
MOS
469
MGO One Seven
Ohio
$217K -$8.31K -162 -4%
SEIA
470
Signature Estate & Investment Advisors
California
$216K +$216K +4,212 New
AIM
471
Acropolis Investment Management
Missouri
$215K +$154 +3 +0.1%
CFD
472
Creative Financial Designs
Indiana
$214K +$20.1K +392 +10%
S
473
SignatureFD
Georgia
$213K +$74K +1,442 +53%
MSAM
474
Moloney Securities Asset Management
Missouri
$213K -$33.4K -651 -14%
NG
475
Norden Group
Utah
$212K -$22.5K -438 -10%
17 18
19
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