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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.

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 %
LFG
201
Larson Financial Group
Missouri
$2.11M -$66.7K -1,250 -3%
QWM
202
Quadcap Wealth Management
Texas
$2.08M -$187K -3,515 -8%
PSFG
203
Prairie Sky Financial Group
Illinois
$2.07M -$246K -4,617 -11%
BFA
204
Bill Few Associates
Pennsylvania
$2.06M +$240K +4,498 +13%
HI
205
Harbour Investments
Wisconsin
$2.05M -$97.3K -1,825 -5%
CSPIA
206
Cary Street Partners Investment Advisory
Virginia
$2.04M +$803K +15,053 +65%
CGA
207
Crescent Grove Advisors
Illinois
$2.04M -$20.4K -382 -1%
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$2.02M -$2.46M -46,070 -55%
UCFA
209
United Capital Financial Advisors
Texas
$1.98M -$251K -4,707 -11%
JCM
210
Jacobi Capital Management
Pennsylvania
$1.88M +$366K +6,870 +24%
KLI
211
Kelman-Lazarov Inc
Tennessee
$1.86M -$29.2K -548 -2%
NA
212
Nottingham Advisors
New York
$1.8M +$228K +4,271 +14%
AF
213
Advisornet Financial
Minnesota
$1.78M +$1.68M +31,432 +1,702%
PFG
214
PAX Financial Group
Texas
$1.67M -$150K -2,811 -8%
SWA
215
Stratos Wealth Advisors
Ohio
$1.66M +$4.85K +91 +0.3%
PVI
216
Pine Valley Investments
New Jersey
$1.66M -$134K -2,518 -8%
AI
217
Atria Investments
North Carolina
$1.65M -$1.75M -32,718 -51%
SIAP
218
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.62M +$29.9K +561 +2%
MF
219
Meridian Financial
Massachusetts
$1.57M +$27.8K +521 +2%
AWM
220
AE Wealth Management
Kansas
$1.52M -$23.3M -437,200 -94%
KWS
221
Keystone Wealth Services
California
$1.46M +$103K +1,937 +8%
WPW
222
Watershed Private Wealth
Illinois
$1.46M -$1.3M -24,352 -47%
CW
223
CreativeOne Wealth
Kansas
$1.46M -$516K -9,685 -26%
SAM
224
S.A. Mason
Michigan
$1.41M +$52.2K +978 +4%
RCAG
225
Rehmann Capital Advisory Group
Michigan
$1.4M +$300K +5,617 +27%
7 8
9
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