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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 %
WPC
201
Wedmont Private Capital
Pennsylvania
$2.15M – – –
NA
202
Nottingham Advisors
New York
$2.14M +$411K +8,004 +24%
D.E. Shaw & Co
203
D.E. Shaw & Co
New York
$2.14M +$2.14M +41,687 New
NAS
204
Nicolet Advisory Services
Wisconsin
$2.09M -$198K -3,870 -9%
NGA
205
Naples Global Advisors
Florida
$2.08M +$41K +800 +2%
AWMG
206
Alliance Wealth Management Group
New Jersey
$1.99M -$104K -2,026 -5%
PSFG
207
Prairie Sky Financial Group
Illinois
$1.99M +$1.49K +29 +0.1%
LFG
208
Larson Financial Group
Missouri
$1.97M -$58.3K -1,137 -3%
CGA
209
Crescent Grove Advisors
Illinois
$1.92M -$43.7K -852 -2%
KLI
210
Kelman-Lazarov Inc
Tennessee
$1.91M +$125K +2,428 +7%
JF
211
JSF Financial
California
$1.9M -$192K -3,741 -9%
JCM
212
Jacobi Capital Management
Pennsylvania
$1.89M +$82.1K +1,601 +5%
AF
213
Advisornet Financial
Minnesota
$1.87M +$165K +3,220 +10%
MAM
214
MMA Asset Management
Pennsylvania
$1.86M +$569K +11,082 +44%
UCFA
215
United Capital Financial Advisors
Texas
$1.81M -$94.1K -1,834 -5%
SWA
216
Stratos Wealth Advisors
Ohio
$1.73M +$139K +2,700 +9%
KPWS
217
Kestra Private Wealth Services
Texas
$1.72M +$715K +13,935 +71%
RCAG
218
Rehmann Capital Advisory Group
Michigan
$1.65M +$296K +5,772 +22%
AI
219
Atria Investments
North Carolina
$1.62M +$37.4K +729 +2%
PFG
220
PAX Financial Group
Texas
$1.58M -$33K -643 -2%
SIAP
221
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.57M +$17.3K +337 +1%
PWM
222
Power Wealth Management
Georgia
$1.56M +$1.02M +19,888 +189%
MF
223
Meridian Financial
Massachusetts
$1.54M +$29.3K +571 +2%
IA
224
IFP Advisors
Florida
$1.49M +$198K +3,852 +15%
SAM
225
S.A. Mason
Michigan
$1.47M +$113K +2,204 +8%
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