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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
Creative Planning
Kansas
$3.58B
2
Betterment LLC
Betterment LLC
New York
$834M
3
SC
Savant Capital
Illinois
$75.6M
4
LPL Financial
LPL Financial
California
$634M
5
KOC
Koss-Olinger Consulting
Florida
$40.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
Bank of America
Bank of America
North Carolina
$20.5M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.28M
4
TPSF
Texas Permanent School Fund
Texas
$0
5
FGAM
Financial Gravity Asset Management
Texas
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$5.93M +$324K +6,310 +6%
OWA
127
Octavia Wealth Advisors
Ohio
$5.71M +$1.3M +25,322 +29%
VCM
128
Vivaldi Capital Management
Illinois
$5.64M -$14.4K -280 -0.3%
B
129
Bensler
Washington
$5.63M +$899K +17,533 +19%
WCFA
130
Walkner Condon Financial Advisors
Wisconsin
$5.59M +$46.9K +915 +0.8%
AWA
131
ARQ Wealth Advisors
Arizona
$5.58M +$718K +13,996 +15%
LFPWM
132
Leicht Financial Planning & Wealth Management
New Jersey
$5.51M +$161K +3,142 +3%
CIC
133
Carnegie Investment Counsel
Ohio
$5.48M +$187K +3,642 +4%
OC
134
Oarsman Capital
Wisconsin
$5.23M +$608K +11,853 +13%
MFA
135
Millington Financial Advisors
Illinois
$5.08M -$36.1K -703 -0.7%
MFG
136
Merit Financial Group
Georgia
$5.03M -$337K -6,566 -6%
LWMG
137
Levy Wealth Management Group
Pennsylvania
$4.9M -$13K -253 -0.3%
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$4.68M +$459K +8,943 +11%
Goldman Sachs
139
Goldman Sachs
New York
$4.66M +$18K +350 +0.4%
HWP
140
Hibernia Wealth Partners
Louisiana
$4.6M +$1.81M +35,226 +65%
FFA
141
Founders Financial Alliance
North Carolina
$4.55M -$178K -3,470 -4%
RCA
142
Resonant Capital Advisors
Wisconsin
$4.53M +$130K +2,529 +3%
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$4.52M +$1.07M +20,820 +31%
RJA
144
Raymond James & Associates
Florida
$4.5M -$862K -16,812 -16%
EWM
145
Evermay Wealth Management
Virginia
$4.42M +$1.63M +31,692 +58%
ACM
146
Anfield Capital Management
California
$4.33M -$32.7K -637 -0.7%
IA
147
IFG Advisory
Georgia
$4.27M -$215K -4,185 -5%
Cerity Partners
148
Cerity Partners
New York
$4.06M -$124K -2,425 -3%
PWP
149
Precedent Wealth Partners
Texas
$4.01M +$1.68M +32,842 +73%
MWM
150
Modera Wealth Management
New Jersey
$3.94M -$13K -254 -0.3%
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