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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 %
SCM
51
Sollinda Capital Management
Florida
$16.3M 304,848 +72,674 +31%
NSAM
52
North Star Asset Management
Wisconsin
$15.8M 296,029 +137,054 +86%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$15.1M 283,558 +33,805 +14%
W
54
Wealthquest
Ohio
$15M 280,454 +4,424 +2%
HPC
55
HM Payson & Co
Maine
$14.8M 276,968 +133,183 +93%
WA
56
Waverly Advisors
Alabama
$14.7M 276,440 +230,362 +500%
DJSG
57
D.J. St. Germain
Massachusetts
$14.6M 272,809 +14,181 +5%
IWM
58
IHT Wealth Management
Illinois
$14.1M 263,679 -33,247 -11%
CNC
59
Citizens & Northern Corp
Pennsylvania
$13.6M 255,479 +83,056 +48%
TC
60
TownSquare Capital
Utah
$13.6M 255,044 +32,889 +15%
RIS
61
Retirement Income Solutions
Michigan
$13.4M 251,100 +5,233 +2%
TPSF
62
Texas Permanent School Fund
Texas
$13.4M 250,717 -205,843 -45%
NPI
63
New Perspectives Inc
Mississippi
$12.9M 241,106 +241,106 New
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$12M 224,671 +39,709 +21%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$11.2M 210,404 +179,160 +573%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$11.2M 209,312 -187,182 -47%
HSWS
67
Higgins & Schmidt Wealth Strategies
Colorado
$11.1M 207,934 +5,476 +3%
Mariner
68
Mariner
Kansas
$11M 206,804 +19,911 +11%
ACM
69
Advance Capital Management
Michigan
$10.8M 203,398 -42,876 -17%
TC
70
Trilogy Capital
California
$10.8M 201,767 +2,422 +1%
FIBT
71
First International Bank & Trust
North Dakota
$10.6M 199,476 -262,795 -57%
OPS
72
Orion Portfolio Solutions
Nebraska
$10.6M 198,805 +140,833 +243%
BCI
73
Brinker Capital Investments
Pennsylvania
$10.6M 198,805 +140,833 +243%
WCM
74
Windsor Capital Management
Arizona
$10.5M 197,632 -5,714 -3%
GWM
75
Geneos Wealth Management
Colorado
$10.5M 197,566 -78,625 -28%
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