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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 %
CAN
101
Cetera Advisor Networks
California
$8.41M 157,576 +12,278 +8%
PWG
102
Private Wealth Group
Florida
$8.38M 157,145 +6,676 +4%
SF
103
Symphony Financial
Texas
$8.32M 155,971 -922 -0.6%
IWP
104
IAG Wealth Partners
Wisconsin
$8.28M 155,140 +10,253 +7%
CWM
105
Collaborative Wealth Management
Florida
$7.82M 146,555 +11,044 +8%
NA
106
NewEdge Advisors
Louisiana
$7.8M 146,150 +7,695 +6%
FA
107
FF Advisors
California
$7.43M 139,325 +17,454 +14%
IWC
108
Integrated Wealth Concepts
Massachusetts
$7.41M 138,898 -7,795 -5%
WI
109
WrapManager Inc
California
$7.35M 137,883 -16,131 -10%
CAL
110
Capital Analysts LLC
Pennsylvania
$7.3M 136,816 +22,660 +20%
PC
111
Pecaut & Co
Iowa
$7.05M 132,217 +2,464 +2%
OIA
112
OneDigital Investment Advisors
Kansas
$7.02M 131,590 -2,974 -2%
BCP
113
Berkeley Capital Partners
Georgia
$6.81M 127,753 +127,753 New
PIA
114
Perennial Investment Advisors
California
$6.63M 124,386 +97,732 +367%
SA
115
Stewardship Advisors
Pennsylvania
$6.55M 122,705 +122,705 New
Northern Trust
116
Northern Trust
Illinois
$6.49M 121,641 -5,716 -4%
CSPAM
117
Cary Street Partners Asset Management
Virginia
$6.39M 119,777 -94,621 -44%
FIA
118
Foundations Investment Advisors
Arizona
$6.22M 116,630 +5,151 +5%
MSA
119
Marathon Strategic Advisors
Pennsylvania
$6.16M 115,435 +3,393 +3%
Jane Street
120
Jane Street
New York
$6.15M 115,310 +93,418 +427%
WSWA
121
Warren Street Wealth Advisors
California
$6.14M 115,154 +3,853 +3%
SFI
122
SPC Financial Inc
Maryland
$6.01M 112,710 +4,497 +4%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$5.83M 109,202 -156,213 -59%
VCM
124
Vivaldi Capital Management
Illinois
$5.79M 110,288 -1,068 -1%
WCFA
125
Walkner Condon Financial Advisors
Wisconsin
$5.77M 108,183 +4,815 +5%
3 4
5
6 7