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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 Market Value Shares Shares
Change 		Shares
Change %
IAA
576
Independent Advisor Alliance
North Carolina
– – -11,125 Closed
CCG
577
Capital CS Group
California
– – -9,242 Closed
WWS
578
Wellington Wealth Strategies
Indiana
– – -6,825 Closed
CCM
579
Crabel Capital Management
California
– – -6,694 Closed
SAG
580
SageView Advisory Group
California
– – -5,890 Closed
ECA
581
Elevated Capital Advisors
Utah
– – -5,845 Closed
MWM
582
Meridian Wealth Management
Kentucky
– – -5,567 Closed
FC
583
Financial Consulate
Maryland
– – -5,551 Closed
PA
584
Procyon Advisors
Connecticut
– – -4,508 Closed
CCM
585
Crew Capital Management
Ohio
– – -4,406 Closed
TRCT
586
Tower Research Capital (TRC)
New York
– – -4,350 Closed
MA
587
MCF Advisors
Kentucky
– – -1,318 Closed
RIM
588
Rockbridge Investment Management
New York
– – -579 Closed
BFEC
589
Benjamin F. Edwards & Company
Missouri
– – -525 Closed
FBC
590
Fairfield, Bush & Co
Connecticut
– – -475 Closed
GA
591
GoalVest Advisory
New York
– – -178 Closed
GI
592
Gradient Investments
Minnesota
– – -136 Closed
CMAI
593
Capital Management Associates Inc
Minnesota
– – -49 Closed
CI
594
Cordant Inc
Oregon
– – -15 Closed
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