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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 Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
151
JPMorgan Chase & Co
New York
$3.59M +$730K +13,678 +26%
VIM
152
Vista Investment Management
Pennsylvania
$3.57M -$17.1K -320 -0.5%
Stifel Financial
153
Stifel Financial
Missouri
$3.45M +$430K +8,056 +14%
MA
154
MJP Associates
Connecticut
$3.4M +$1.99M +37,227 +140%
AO
155
Advisor OS
Illinois
$3.4M +$1.81M +33,968 +114%
MFT
156
Moisand Fitzgerald Tamayo
Florida
$3.37M -$1.19M -22,355 -26%
AFS
157
Annapolis Financial Services
Maryland
$3.35M -$49K -919 -1%
EDRIA
158
Edmonds Duncan Registered Investment Advisors
Kansas
$3.29M +$52.4K +983 +2%
CCT
159
Chemung Canal Trust
New York
$3.25M – – –
WMR
160
Wealth Management Resources
Rhode Island
$3.25M +$406K +7,620 +14%
OWA
161
ORBA Wealth Advisors
Illinois
$3.22M +$191K +3,572 +6%
RFA
162
Register Financial Advisors
Georgia
$3.22M +$78.9K +1,480 +3%
T
163
TrueFG
Texas
$3.1M +$274K +5,139 +10%
VPP
164
Vertex Planning Partners
Illinois
$3.09M -$50.9K -955 -2%
CPIG
165
Chicago Partners Investment Group
Illinois
$3.09M +$365K +7,181 +13%
SFC
166
Strategic Financial Concepts
Texas
$3.08M -$480K -9,003 -14%
GF
167
Goodman Financial
Texas
$2.99M +$255K +4,774 +9%
RFG
168
Range Financial Group
Oregon
$2.97M +$47K +882 +2%
SA
169
Scarborough Advisors
Maryland
$2.94M -$39.9K -748 -1%
CI
170
Cavalier Investments
Georgia
$2.94M – – –
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$2.93M -$105K -1,969 -3%
DC
172
Destiny Capital
Colorado
$2.92M -$127K -2,375 -4%
BC
173
Brio Consultants
California
$2.91M -$90.6K -1,699 -3%
NC
174
NovaPoint Capital
Georgia
$2.91M -$683K -12,813 -19%
EWM
175
Evermay Wealth Management
Virginia
$2.91M -$87.2K -1,635 -3%
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