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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$5.58M +$722K +13,540 +15%
LFPWM
127
Leicht Financial Planning & Wealth Management
New Jersey
$5.57M -$423K -7,927 -7%
CIC
128
Carnegie Investment Counsel
Ohio
$5.51M +$348K +6,532 +7%
MFG
129
Merit Financial Group
Georgia
$5.37M +$225K +4,382 +4%
VAS
130
Vestmark Advisory Solutions
Massachusetts
$5.34M +$5.34M +100,104 New
MFA
131
Millington Financial Advisors
Illinois
$5.32M +$261K +4,897 +5%
AWA
132
ARQ Wealth Advisors
Arizona
$5.05M +$129K +2,418 +3%
B
133
Bensler
Washington
$4.92M -$27.3K -511 -0.6%
FFA
134
Founders Financial Alliance
North Carolina
$4.91M +$4.66M +87,366 +1,830%
Goldman Sachs
135
Goldman Sachs
New York
$4.83M -$4.16M -78,070 -46%
OC
136
Oarsman Capital
Wisconsin
$4.81M +$1.87M +35,086 +64%
LWMG
137
Levy Wealth Management Group
Pennsylvania
$4.66M – – –
IA
138
IFG Advisory
Georgia
$4.66M -$885K -16,594 -16%
OWA
139
Octavia Wealth Advisors
Ohio
$4.58M +$3.95M +74,008 +621%
RCA
140
Resonant Capital Advisors
Wisconsin
$4.57M -$35.7K -669 -0.8%
ACM
141
Anfield Capital Management
California
$4.54M -$3.97M -74,347 -47%
ECM
142
Exchange Capital Management
Michigan
$4.53M +$4.03M +75,537 +805%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$4.38M -$72.9K -1,366 -2%
Cerity Partners
144
Cerity Partners
New York
$4.35M -$103K -1,926 -2%
MWM
145
Modera Wealth Management
New Jersey
$4.11M -$123K -2,304 -3%
FFA
146
Farther Finance Advisors
California
$4.09M +$1.36M +25,695 +50%
AFP
147
Ausdal Financial Partners
Iowa
$3.9M +$26.8K +503 +0.7%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.86M +$1.96M +36,790 +103%
PFA
149
Pure Financial Advisors
California
$3.84M -$93.7K -1,757 -2%
FHA
150
Flagship Harbor Advisors
Massachusetts
$3.81M -$2.2M -41,279 -37%
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6
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