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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 %
APC
176
Aspire Private Capital
North Carolina
$2.9M +$119K +2,314 +4%
GSC
177
G&S Capital
Colorado
$2.87M +$127K +2,382 +5%
RFG
178
Range Financial Group
Oregon
$2.87M +$9.59K +187 +0.3%
MFT
179
Moisand Fitzgerald Tamayo
Florida
$2.86M -$384K -7,487 -12%
CI
180
Cavalier Investments
Georgia
$2.82M – – –
SFC
181
Strategic Financial Concepts
Texas
$2.81M +$2.46M +402,589 +698%
NC
182
NovaPoint Capital
Georgia
$2.79M -$14.9K -291 -0.5%
BIP
183
Blueprint Investment Partners
North Carolina
$2.77M +$621K +12,107 +29%
BC
184
Brio Consultants
California
$2.77M -$36.4K -710 -1%
DC
185
Destiny Capital
Colorado
$2.65M -$157K -3,053 -6%
GIA
186
Gladstone Institutional Advisory
Florida
$2.6M +$379K +7,384 +17%
BFA
187
Bill Few Associates
Pennsylvania
$2.59M +$606K +11,814 +31%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$2.58M -$237K -4,629 -8%
KBFS
189
Kohmann Bosshard Financial Services
Ohio
$2.58M -$167K -3,261 -6%
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$2.43M +$467K +9,105 +24%
TCM
191
Towercrest Capital Management
Pennsylvania
$2.42M -$43.1K -841 -2%
FI
192
Financial Insights
Washington
$2.41M +$250K +4,878 +12%
WAS
193
Wealth Advisory Solutions
Indiana
$2.37M +$49.3K +961 +2%
CF
194
Centaurus Financial
California
$2.3M +$96.5K +1,882 +4%
LWMI
195
Landmark Wealth Management (Illinois)
Illinois
$2.28M +$2.28M +44,380 New
HI
196
Harbour Investments
Wisconsin
$2.19M +$219K +4,266 +11%
SCM
197
SOL Capital Management
Maryland
$2.19M +$98.7K +1,925 +5%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$2.17M +$1.79M +34,971 +474%
GWSG
199
GPS Wealth Strategies Group
Colorado
$2.17M -$45K -878 -2%
CWM
200
Compass Wealth Management
Connecticut
$2.17M -$83.2K -1,621 -4%
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