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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
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 %
OPS
76
Orion Portfolio Solutions
Nebraska
$9.84M -$359K -7,001 -4%
BCI
77
Brinker Capital Investments
Pennsylvania
$9.84M -$359K -7,001 -4%
NA
78
NewEdge Advisors
Louisiana
$9.82M +$2.32M +45,261 +31%
TC
79
TownSquare Capital
Utah
$9.75M -$3.33M -64,912 -25%
MHWM
80
Montz Harcus Wealth Management
Louisiana
$9.72M +$357K +6,952 +4%
WANY
81
Wealthspire Advisors (New York)
New York
$9.68M -$423K -8,240 -4%
WCM
82
Windsor Capital Management
Arizona
$9.67M -$465K -9,070 -5%
AWA
83
Alta Wealth Advisors
Massachusetts
$9.57M -$65.3K -1,272 -0.7%
BPA
84
Beacon Pointe Advisors
California
$9.56M -$375K -7,305 -4%
CFP
85
Cascade Financial Partners
California
$9.34M +$41K +799 +0.4%
PA
86
PSI Advisors
Florida
$9.13M +$789K +15,388 +9%
AFWM
87
Abich Financial Wealth Management
Virginia
$9.09M -$159K -3,102 -2%
SPWG
88
Syntegra Private Wealth Group
Missouri
$9.09M -$171K -3,333 -2%
CA
89
CGN Advisors
Kansas
$9.04M -$10.7M -208,010 -54%
AWM
90
Avior Wealth Management
Nebraska
$8.99M +$704K +13,721 +8%
KW
91
KWB Wealth
California
$8.99M -$415K -7,775 -4%
SF
92
Symphony Financial
Texas
$8.83M +$843K +16,474 +11%
PAS
93
Park Avenue Securities
New York
$8.66M +$535K +10,434 +7%
PI
94
Pachira Investments
California
$8.65M -$68.3K -1,332 -0.8%
LGW
95
Leslie Global Wealth
Illinois
$8.61M +$8.61M +167,741 New
EWM
96
Executive Wealth Management
Michigan
$8.58M +$387K +7,544 +5%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$8.47M – – –
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$8.46M -$278K -5,418 -3%
IWP
99
IAG Wealth Partners
Wisconsin
$8.43M +$476K +9,284 +6%
FFA
100
Farther Finance Advisors
California
$8.27M +$4.34M +85,419 +111%
2 3
4
5 6