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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 %
WWM
76
Western Wealth Management
Colorado
$10.5M 197,051 -17,647 -8%
WANY
77
Wealthspire Advisors (New York)
New York
$10.5M 196,924 -10,200 -5%
BPA
78
Beacon Pointe Advisors
California
$10.3M 193,724 +1,662 +0.9%
AF
79
Allworth Financial
California
$10.3M 192,937 +11,207 +6%
WA
80
WBH Advisory
Maryland
$10M 188,365 +5,115 +3%
AWA
81
Alta Wealth Advisors
Massachusetts
$10M 187,859 +6,498 +4%
MGIA
82
Moneta Group Investment Advisors
Missouri
$9.94M 186,333 -16,734 -8%
IPW
83
Impact Partnership Wealth
Georgia
$9.93M 186,143 +37,443 +25%
FAIM
84
Financial Advocates Investment Management
Washington
$9.74M 114,731 +92,210 +409%
MHWM
85
Montz Harcus Wealth Management
Louisiana
$9.73M 182,448 +2,213 +1%
SPWG
86
Syntegra Private Wealth Group
Missouri
$9.63M 180,609 -1,181,243 -87%
AFWM
87
Abich Financial Wealth Management
Virginia
$9.62M 180,386 +109,218 +153%
KW
88
KWB Wealth
California
$9.41M 176,382 -45,113 -20%
Citadel Advisors
89
Citadel Advisors
Florida
$9.24M 173,180 +129,187 +294%
SWP
90
Stratos Wealth Partners
Ohio
$9.23M 172,984 +41,434 +31%
CFP
91
Cascade Financial Partners
California
$9.22M 181,243 +181,243 New
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$9.08M 170,234 +34,741 +26%
PI
93
Pachira Investments
California
$9.06M 169,903 -12,638 -7%
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$8.81M 165,106 -5,121 -3%
CIAS
95
Capital Investment Advisory Services
North Carolina
$8.7M 163,083 -76,539 -32%
MHS
96
M Holdings Securities
Oregon
$8.68M 162,687 -4,485 -3%
PA
97
PSI Advisors
Florida
$8.68M 162,644 -15,247 -9%
AWM
98
Avior Wealth Management
Nebraska
$8.62M 161,596 +33,769 +26%
EWM
99
Executive Wealth Management
Michigan
$8.47M 159,785 +111,064 +228%
PAS
100
Park Avenue Securities
New York
$8.45M 158,338 +7,479 +5%
2 3
4
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