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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
Bank of America
Bank of America
North Carolina
$20.5M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.28M
4
TPSF
Texas Permanent School Fund
Texas
$0
5
FGAM
Financial Gravity Asset Management
Texas
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
551
Huntington National Bank
Ohio
$11.1K -$6.77K – –
EWA
552
EverSource Wealth Advisors
Alabama
$10.5K -$311K -5,729 -97%
FCAS
553
First Command Advisory Services
Texas
$10.3K – – –
GTAM
554
Global Trust Asset Management
Florida
$9.7K – – –
RWM
555
Ruedi Wealth Management
Illinois
$8.92K +$462 +9 +5%
GT
556
Glenmede Trust
Pennsylvania
$8.46K +$564 +11 +7%
SHIM
557
Stone House Investment Management
Pennsylvania
$8.16K -$101K -1,967 -93%
ACA
558
Atlas Capital Advisors
Wyoming
$8.11K – – –
Deutsche Bank
559
Deutsche Bank
Germany
$6.77K – – –
LC
560
Lindbrook Capital
California
$6.57K – – –
FWP
561
FAS Wealth Partners
Kansas
$6.26K -$89K -1,734 -93%
AAP
562
Arax Advisory Partners
Colorado
$6.05K -$2.36K -46 -28%
FFA
563
Frazier Financial Advisors
Ohio
$5.81K -$1.49K -29 -20%
RFG
564
REAP Financial Group
Texas
$5.39K -$257 -5 -5%
AGWCA
565
Annis Gardner Whiting Capital Advisors
Florida
$4.62K +$4.62K +90 New
APW
566
Atlantic Private Wealth
North Carolina
$4.55K +$51 +1 +1%
ME
567
McIlrath & Eck
Washington
$4.31K – – –
CIA
568
Cape Investment Advisory
Georgia
$4.1K -$8.98K -175 -69%
KHC
569
Koesten Hirschmann & Crabtree
Kansas
$3.84K – – –
CAS
570
Coppell Advisory Solutions
Texas
$3.59K +$3.59K +70 New
HFS
571
Horizon Financial Services
North Carolina
$3.39K – – –
NC
572
NewSquare Capital
Pennsylvania
$3.28K – – –
JWM
573
Janiczek Wealth Management
Colorado
$3.06K +$51 +1 +2%
IHWM
574
Iron Horse Wealth Management
Iowa
$2.87K – – –
JFGIW
575
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.77K -$32.8K -640 -92%
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