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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.

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 Market Value Shares Shares
Change 		Shares
Change %
OFS
26
OneAscent Financial Services
Alabama
$29M 544,499 -115,548 -18%
GLA
27
Good Life Advisors
Pennsylvania
$28.9M 541,329 +13,126 +2%
HBT
28
Hills Bank & Trust
Iowa
$26.9M 503,830 +196,615 +64%
JFA
29
JNBA Financial Advisors
Minnesota
$26M 487,143 +399,011 +453%
GRP
30
Global Retirement Partners
California
$25.7M 482,669 +42,779 +10%
AssetMark Inc
31
AssetMark Inc
California
$25.6M 480,187 -76,895 -14%
HWA
32
HHM Wealth Advisors
Tennessee
$25.6M 479,578 +476,433 +15,149%
Ameriprise
33
Ameriprise
Minnesota
$25.5M 475,474 -103,730 -18%
FNT
34
First National Trust
Pennsylvania
$25.3M 473,564 +473,564 New
FGAM
35
Financial Gravity Asset Management
Texas
$25.1M 490,754 -2,659,649 -84%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$23M 430,463 +20,583 +5%
1WM
37
1900 Wealth Management
Texas
$22.1M 415,063 +168,767 +69%
UBS Group
38
UBS Group
Switzerland
$20.7M 387,563 -98,183 -20%
CA
39
CGN Advisors
Kansas
$20.5M 384,173 +18,699 +5%
FSG
40
Financial Strategies Group
Michigan
$19.3M 365,975 -29,881 -8%
Corient Private Wealth
41
Corient Private Wealth
Florida
$18.9M 354,326 +15,978 +5%
RWM
42
Reston Wealth Management
Virginia
$18.8M 353,176 -273 -0.1%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$18.6M 348,311 +23,912 +7%
PRS
44
Pinkerton Retirement Specialists
Idaho
$18.6M 348,193 +348,193 New
TF
45
TLWM Financial
Texas
$18.5M 347,221 -300 -0.1%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$18.4M 344,750 +30,524 +10%
MWPCG
47
Measured Wealth Private Client Group
New Hampshire
$18.2M 341,426 -120,274 -26%
EH
48
Equitable Holdings
New York
$18.2M 340,572 -6,424 -2%
MML Investors Services
49
MML Investors Services
Massachusetts
$17.3M 323,729 -474 -0.1%
CWM
50
Cahaba Wealth Management
Georgia
$16.4M 306,632 +1,683 +0.6%
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