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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 %
MHS
101
M Holdings Securities
Oregon
$8.23M -$117K -2,274 -1%
PWG
102
Private Wealth Group
Florida
$8.04M -$19.4K -378 -0.2%
CWM
103
Collaborative Wealth Management
Florida
$7.99M +$470K +9,158 +6%
CAL
104
Capital Analysts LLC
Pennsylvania
$7.5M +$476K +9,281 +7%
IWC
105
Integrated Wealth Concepts
Massachusetts
$7.4M +$274K +5,338 +4%
HPC
106
HM Payson & Co
Maine
$7.38M -$6.83M -133,183 -48%
TFA
107
TPG Financial Advisors
Oregon
$7.17M +$7.17M +139,765 New
SA
108
Stewardship Advisors
Pennsylvania
$7.17M +$874K +17,044 +14%
FA
109
FF Advisors
California
$7.13M -$20.3K -395 -0.3%
OIA
110
OneDigital Investment Advisors
Kansas
$6.94M +$192K +3,752 +3%
WI
111
WrapManager Inc
California
$6.91M -$167K -3,246 -2%
PC
112
Pecaut & Co
Iowa
$6.83M +$45.6K +889 +0.7%
CIAS
113
Capital Investment Advisory Services
North Carolina
$6.78M -$1.58M -30,874 -19%
FIA
114
Foundations Investment Advisors
Arizona
$6.6M +$613K +11,952 +10%
CSPAM
115
Cary Street Partners Asset Management
Virginia
$6.44M +$298K +5,816 +5%
BCP
116
Berkeley Capital Partners
Georgia
$6.43M -$124K -2,415 -2%
PIA
117
Perennial Investment Advisors
California
$6.34M -$40.1K -781 -0.6%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$6.24M -$4.49M -87,584 -42%
ECM
119
Exchange Capital Management
Michigan
$6.23M +$1.87M +36,540 +43%
MSA
120
Marathon Strategic Advisors
Pennsylvania
$6.15M +$228K +4,435 +4%
WSWA
121
Warren Street Wealth Advisors
California
$6.1M +$190K +3,713 +3%
SFI
122
SPC Financial Inc
Maryland
$6.08M +$303K +5,902 +5%
Citadel Advisors
123
Citadel Advisors
Florida
$6.07M -$2.81M -54,840 -32%
SA
124
Sanctuary Advisors
Indiana
$6.05M +$6.05M +119,144 New
Northern Trust
125
Northern Trust
Illinois
$6.04M -$196K -3,830 -3%
3 4
5
6 7