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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 Holding Trade Value Shares
Change 		Shares
Change %
PP
501
PrairieView Partners
Minnesota
$48K +$48K +888 New
CWM
502
CarsonAllaria Wealth Management
Illinois
$47.2K – – –
HCP
503
Hexagon Capital Partners
Arkansas
$46.6K – – –
RAM
504
Riggs Asset Management
Pennsylvania
$46.2K – – –
PPWM
505
PFG Private Wealth Management
Florida
$44.6K +$44.6K +836 New
PMFA
506
Plante Moran Financial Advisors
Michigan
$44.2K +$44.2K +828 New
JWA
507
JFS Wealth Advisors
Pennsylvania
$43.6K +$53 +1 +0.1%
AA
508
Ancora Advisors
Ohio
$43K – – –
DWM
509
Dogwood Wealth Management
Kansas
$37K – – –
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K +$34.1K +640 +1,185%
CAM
511
Creekmur Asset Management
Illinois
$36.5K +$33.7K +631 +1,191%
CWA
512
Carolina Wealth Advisors
South Carolina
$35.7K – – –
WIM
513
Westside Investment Management
California
$34.4K – – –
BlackRock
514
BlackRock
New York
$33.8K +$33.8K +634 New
WAS
515
Winch Advisory Services
Wisconsin
$33.3K +$107 +2 +0.3%
TF
516
Tompkins Financial
New York
$31.5K – – –
DF
517
DecisionPoint Financial
Arizona
$31.1K – – –
GJIA
518
Glass Jacobson Investment Advisors
Maryland
$31K – – –
SN
519
Sittner & Nelson
Oregon
$30.1K – – –
CTC
520
Central Trust Company
Missouri
$29.6K – – –
Citigroup
521
Citigroup
New York
$28.9K +$28K +525 +3,281%
CJ
522
Caitlin John
Michigan
$27K -$3.41K -64 -11%
SS
523
Sunbelt Securities
Texas
$26.8K +$373 +7 +1%
BCWM
524
Bartlett & Co Wealth Management
Ohio
$24.5K +$1.92K +36 +8%
CFGS
525
Concourse Financial Group Securities
Alabama
$23.9K +$21.3K +400 +816%
19 20
21
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