SPMD icon

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 %
TSWM
526
Tyler-Stone Wealth Management
Ohio
$23.6K +$21.8K +409 +1,239%
SAM
527
Smartleaf Asset Management
Massachusetts
$23.5K -$7.34K -138 -24%
MSG
528
Main Street Group
Virginia
$20.8K +$53 +1 +0.3%
WWP
529
WR Wealth Planners
Missouri
$18.4K +$18.4K +346 New
PS
530
Principal Securities
Iowa
$17.2K – – –
VAMG
531
Voisard Asset Management Group
Michigan
$15.5K +$1.07K +20 +7%
CIA
532
Cape Investment Advisory
Georgia
$13.6K -$533 -10 -4%
MG
533
Mather Group
Illinois
$13K +$13K +267 New
BCMLT
534
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.6K +$11.9K +223 +1,715%
SIS
535
Sound Income Strategies
Florida
$11.9K – – –
FCAS
536
First Command Advisory Services
Texas
$10.7K +$10.7K +200 New
GTAM
537
Global Trust Asset Management
Florida
$10.1K – – –
RWM
538
Ruedi Wealth Management
Illinois
$8.82K +$8.82K +165 New
AAP
539
Arax Advisory Partners
Colorado
$8.75K +$2.45K +46 +39%
ACA
540
Atlas Capital Advisors
Wyoming
$8.43K – – –
GT
541
Glenmede Trust
Pennsylvania
$8.21K +$8.21K +154 New
RIL
542
Rothschild Investment LLC
Illinois
$8.11K – – –
FFA
543
Frazier Financial Advisors
Ohio
$7.58K -$10.7K -201 -59%
Deutsche Bank
544
Deutsche Bank
Germany
$7.04K – – –
LC
545
Lindbrook Capital
California
$6.83K – – –
HNB
546
Huntington National Bank
Ohio
$6.77K -$12.4K – –
RFG
547
REAP Financial Group
Texas
$5.87K – – –
APW
548
Atlantic Private Wealth
North Carolina
$4.71K – – –
ME
549
McIlrath & Eck
Washington
$4.48K +$4.48K +84 New
KHC
550
Koesten Hirschmann & Crabtree
Kansas
$3.84K -$62.7K -1,175 -94%
20 21
22
23 24