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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
1
Creative Planning
Kansas
$3.58B
2
Betterment LLC
2
Betterment LLC
New York
$834M
3
SC
3
Savant Capital
Illinois
$75.6M
4
LPL Financial
4
LPL Financial
California
$634M
5
KOC
5
Koss-Olinger Consulting
Florida
$40.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Bank of America
2
Bank of America
North Carolina
$20.5M
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$3.28M
4
TPSF
4
Texas Permanent School Fund
Texas
$0
5
FGAM
5
Financial Gravity Asset Management
Texas
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$29.5M +$463K +9,029 +2%
ACM
27
AlphaStar Capital Management
North Carolina
$28.8M -$525K -10,227 -2%
William Blair & Company
28
William Blair & Company
Illinois
$28.6M +$29.1K +568 +0.1%
GRP
29
Global Retirement Partners
California
$28.3M +$3.51M +68,425 +14%
HWA
30
HHM Wealth Advisors
Tennessee
$27.9M +$3.3M +64,257 +13%
HBT
31
Hills Bank & Trust
Iowa
$27.5M +$1.67M +32,508 +6%
AssetMark Inc
32
AssetMark Inc
California
$24.3M -$307K -5,982 -1%
OFS
33
OneAscent Financial Services
Alabama
$23.5M -$4.39M -85,666 -16%
1WM
34
1900 Wealth Management
Texas
$23.2M +$1.86M +36,299 +9%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$21.8M -$303K -5,900 -1%
Ameriprise
36
Ameriprise
Minnesota
$21.3M -$3.12M -60,828 -13%
Bank of America
37
Bank of America
North Carolina
$20.5M -$54.6M -1,064,909 -73%
Corient Private Wealth
38
Corient Private Wealth
Florida
$18.6M +$395K +7,699 +2%
FSG
39
Financial Strategies Group
Michigan
$18.5M -$47.7K -943 -0.3%
UBS Group
40
UBS Group
Switzerland
$18.4M -$1.53M -29,737 -8%
RWM
41
Reston Wealth Management
Virginia
$18.2M +$110K +2,152 +0.6%
MWPCG
42
Measured Wealth Private Client Group
New Hampshire
$18.1M +$539K +10,500 +3%
TF
43
TLWM Financial
Texas
$17.8M +$19.2K +375 +0.1%
NSAM
44
North Star Asset Management
Wisconsin
$17.6M +$2.46M +47,980 +16%
FNT
45
First National Trust
Pennsylvania
$17.6M -$6.68M -130,206 -27%
EH
46
Equitable Holdings
New York
$16.9M -$529K -10,306 -3%
GKWIM
47
Gerber Kawasaki Wealth & Investment Management
California
$16.8M +$2.24M +43,638 +15%
MML Investors Services
48
MML Investors Services
Massachusetts
$16.7M +$129K +2,521 +0.8%
CWM
49
Cahaba Wealth Management
Georgia
$16.5M +$768K +14,974 +5%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$16.2M -$1.69M -33,011 -9%
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