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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 %
OC
551
Oakworth Capital
Alabama
$3.63K +$3.63K +68 New
HFS
552
Horizon Financial Services
North Carolina
$3.52K -$253K -4,736 -99%
NC
553
NewSquare Capital
Pennsylvania
$3.41K -$267 -5 -7%
JWM
554
Janiczek Wealth Management
Colorado
$3.17K – – –
IHWM
555
Iron Horse Wealth Management
Iowa
$2.99K -$2.61K -49 -47%
CJH
556
Christopher J. Hasenberg
Wisconsin
$1.92K +$1.92K +36 New
S
557
Sachetta
Massachusetts
$1.38K – – –
BNP Paribas Financial Markets
558
BNP Paribas Financial Markets
France
$1.33K +$480 +9 +56%
CSC
559
Caldwell Sutter Capital
California
$1.28K – – –
RPCA
560
Running Point Capital Advisors
California
$1.23K -$1.01K -19 -45%
CA
561
Clearstead Advisors
Ohio
$1.1K – – –
C
562
Covestor
United Kingdom
$1K -$87 -2 -8%
EA
563
Evolution Advisers
Virginia
$1K – – –
FCA
564
FinTrust Capital Advisors
South Carolina
$854 – – –
MIM
565
Macroview Investment Management
Maryland
$667 – – –
TAM
566
Tucker Asset Management
Colorado
$320 – – –
AWM
567
Atticus Wealth Management
Florida
$161 +$161 +3 New
KOC
568
Koss-Olinger Consulting
Florida
– -$34.5M -707,358 Closed
AIM
569
Astor Investment Management
Illinois
– -$4.36M -89,491 Closed
FC
570
Forte Capital
New York
– -$992K -20,362 Closed
FTUS
571
Flow Traders U.S.
New York
– -$873K -17,920 Closed
FFN
572
Focus Financial Network
Minnesota
– -$820K -16,833 Closed
WJWM
573
Williams Jones Wealth Management
New York
– -$791K -16,230 Closed
LCGC
574
Legacy Capital Group California
California
– -$774K -15,895 Closed
PWM
575
Penobscot Wealth Management
Maine
– -$748K -15,353 Closed
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