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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 %
VWM
151
VCI Wealth Management
Missouri
$3.85M +$3.85M +75,001 New
CPIG
152
Chicago Partners Investment Group
Illinois
$3.8M +$511K +9,462 +16%
AFP
153
Ausdal Financial Partners
Iowa
$3.72M -$30.5K -594 -0.8%
MSA
154
Mason Street Advisors
Wisconsin
$3.7M +$3.7M +72,100 New
PFA
155
Pure Financial Advisors
California
$3.61M -$82.1K -1,601 -2%
VIM
156
Vista Investment Management
Pennsylvania
$3.6M +$170K +3,316 +5%
IPA
157
Investment Planning Advisors
Georgia
$3.59M +$3.59M +69,907 New
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.55M -$162K -3,164 -4%
MA
159
MJP Associates
Connecticut
$3.41M +$137K +2,665 +4%
ZF
160
Zhang Financial
Michigan
$3.38M +$808K +15,741 +31%
Stifel Financial
161
Stifel Financial
Missouri
$3.35M +$38.4K +749 +1%
AO
162
Advisor OS
Illinois
$3.32M +$50.1K +977 +2%
RPGK
163
Retirement Planning Group (Kansas)
Kansas
$3.28M -$14.4M -280,859 -81%
WMR
164
Wealth Management Resources
Rhode Island
$3.26M +$130K +2,533 +4%
AFS
165
Annapolis Financial Services
Maryland
$3.22M +$1.95K +38 +0.1%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$3.19M +$509K +9,922 +19%
T
167
TrueFG
Texas
$3.19M +$201K +3,926 +7%
RFA
168
Register Financial Advisors
Georgia
$3.18M +$86.2K +1,681 +3%
EDRIA
169
Edmonds Duncan Registered Investment Advisors
Kansas
$3.18M +$12.7K +248 +0.4%
OWA
170
ORBA Wealth Advisors
Illinois
$3.16M +$62.9K +1,227 +2%
CCT
171
Chemung Canal Trust
New York
$3.13M – – –
GF
172
Goodman Financial
Texas
$3.08M +$203K +3,952 +7%
LIA
173
Lynx Investment Advisory
District of Columbia
$3.07M +$3.07M +59,934 New
UAS
174
United Asset Strategies
New York
$3.07M +$407K +7,934 +15%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$2.97M +$755K +14,717 +34%
5 6
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