SPMD icon

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
1
Creative Planning
Kansas
$3.58B
2
Betterment LLC
2
Betterment LLC
New York
$834M
3
SC
3
Savant Capital
Illinois
$75.6M
4
LPL Financial
4
LPL Financial
California
$634M
5
KOC
5
Koss-Olinger Consulting
Florida
$40.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Bank of America
2
Bank of America
North Carolina
$20.5M
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$3.28M
4
TPSF
4
Texas Permanent School Fund
Texas
$0
5
FGAM
5
Financial Gravity Asset Management
Texas
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
51
D.J. St. Germain
Massachusetts
$15.4M +$1.36M +26,528 +10%
SCM
52
Sollinda Capital Management
Florida
$15.1M -$546K -10,639 -3%
IPW
53
Impact Partnership Wealth
Georgia
$14.5M +$5M +97,390 +52%
WA
54
Waverly Advisors
Alabama
$14.4M +$221K +4,305 +2%
CNC
55
Citizens & Northern Corp
Pennsylvania
$14.2M +$1.14M +22,217 +9%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$14.1M +$2.58M +50,199 +22%
W
57
Wealthquest
Ohio
$13.3M -$1.09M -21,287 -8%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$13.2M +$2.37M +46,199 +22%
IWM
59
IHT Wealth Management
Illinois
$13.1M -$447K -8,708 -3%
FGAM
60
Financial Gravity Asset Management
Texas
$12.9M -$12.1M -237,439 -48%
NPI
61
New Perspectives Inc
Mississippi
$12.8M +$408K +7,944 +3%
PRS
62
Pinkerton Retirement Specialists
Idaho
$12.3M -$5.55M -108,248 -31%
Mariner
63
Mariner
Kansas
$11.8M +$1.23M +24,047 +12%
AF
64
Allworth Financial
California
$10.9M +$746K +14,122 +7%
TC
65
Trilogy Capital
California
$10.9M +$569K +11,089 +5%
GWM
66
Geneos Wealth Management
Colorado
$10.9M +$782K +15,235 +8%
HSWS
67
Higgins & Schmidt Wealth Strategies
Colorado
$10.8M +$96.3K +1,878 +0.9%
LSERS
68
Louisiana State Employees Retirement System
Louisiana
$10.7M +$10.7M +209,100 New
ACM
69
Advance Capital Management
Michigan
$10.7M +$270K +5,256 +3%
FIBT
70
First International Bank & Trust
North Dakota
$10.2M -$21.5K -419 -0.2%
MGIA
71
Moneta Group Investment Advisors
Missouri
$10.2M +$615K +11,981 +6%
WWM
72
Western Wealth Management
Colorado
$10.1M +$37.2K +725 +0.4%
SWP
73
Stratos Wealth Partners
Ohio
$10M +$1.15M +22,350 +13%
RIS
74
Retirement Income Solutions
Michigan
$9.93M -$2.95M -57,499 -23%
WA
75
WBH Advisory
Maryland
$9.86M +$200K +3,897 +2%
1 2
3
4 5