SPMD icon

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 %
HWP
176
Hibernia Wealth Partners
Louisiana
$2.9M -$249K -4,672 -8%
LNC
177
Lincoln National Corp
Pennsylvania
$2.9M +$890K +16,678 +44%
APC
178
Aspire Private Capital
North Carolina
$2.89M -$723K -13,563 -20%
KBFS
179
Kohmann Bosshard Financial Services
Ohio
$2.86M -$58.7K -1,101 -2%
GM
180
GeoWealth Management
Illinois
$2.83M -$371K -6,946 -12%
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$2.79M -$3.19M -59,878 -53%
UAS
182
United Asset Strategies
New York
$2.77M +$527K +9,882 +24%
GSC
183
G&S Capital
Colorado
$2.75M +$537K +10,075 +24%
ZF
184
Zhang Financial
Michigan
$2.68M +$765K +14,351 +40%
TCM
185
Towercrest Capital Management
Pennsylvania
$2.56M -$103K -1,922 -4%
PWP
186
Precedent Wealth Partners
Texas
$2.41M +$1.15M +21,590 +91%
WAS
187
Wealth Advisory Solutions
Indiana
$2.41M +$2.41M +45,168 New
NAS
188
Nicolet Advisory Services
Wisconsin
$2.35M -$248K -4,705 -10%
CWM
189
Compass Wealth Management
Connecticut
$2.34M +$599K +11,235 +34%
GIA
190
Gladstone Institutional Advisory
Florida
$2.31M +$176K +3,303 +8%
GWSG
191
GPS Wealth Strategies Group
Colorado
$2.3M -$36.8K -689 -2%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$2.3M +$83.1K +1,558 +4%
CF
193
Centaurus Financial
California
$2.29M -$20.9K -391 -0.9%
FI
194
Financial Insights
Washington
$2.25M +$2.25M +42,156 New
BIP
195
Blueprint Investment Partners
North Carolina
$2.24M +$45.5K +853 +2%
AWMG
196
Alliance Wealth Management Group
New Jersey
$2.18M -$96.9K -1,816 -4%
SCM
197
SOL Capital Management
Maryland
$2.17M -$147K -2,755 -6%
JF
198
JSF Financial
California
$2.17M -$61.8K -1,158 -3%
WPC
199
Wedmont Private Capital
Pennsylvania
$2.14M – – –
NGA
200
Naples Global Advisors
Florida
$2.12M +$52.6K +986 +3%
6 7
8
9 10