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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$3.53B 66,205,559 +3,917,111 +6%
Betterment LLC
2
Betterment LLC
New York
$775M 14,522,420 +14,522,420 New
LPL Financial
3
LPL Financial
California
$602M 11,286,083 +124,311 +1%
AG
4
AlTi Global
New York
$310M 5,811,204 -46,856 -0.8%
VA
5
Valmark Advisers
Ohio
$303M 5,682,202 +65,310 +1%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$256M 4,805,380 +463,113 +11%
Morgan Stanley
7
Morgan Stanley
New York
$165M 3,090,397 -2,721,591 -47%
HighTower Advisors
8
HighTower Advisors
Illinois
$136M 2,556,448 +3,062 +0.1%
RA
9
RFG Advisory
Alabama
$82.9M 1,555,072 +108,178 +7%
Bank of America
10
Bank of America
North Carolina
$78.1M 1,464,223 +1,174,665 +406%
PAG
11
Private Advisor Group
New Jersey
$61.1M 1,144,667 -16,474 -1%
AOI
12
Auto-Owners Insurance
Michigan
$55.6M 1,040,000 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$55.4M 1,038,920 +89,620 +9%
GVAG
14
Great Valley Advisor Group
Delaware
$48.3M 904,839 +124,810 +16%
CWM
15
Cornerstone Wealth Management
Missouri
$46.2M 866,457 +7,094 +0.8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$44.8M 839,912 -105,415 -11%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$38.3M 717,936 +181,163 +34%
WFPG
18
Waller Financial Planning Group
Ohio
$36.3M 681,428 -12,090 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$35.8M 671,277 -40,003 -6%
APWA
20
Atlas Private Wealth Advisors
New Jersey
$34.1M 638,798 -487,840 -43%
Wells Fargo
21
Wells Fargo
California
$33.6M 630,392 -210,554 -25%
PWA
22
Peterson Wealth Advisors
Utah
$32.7M 613,808 +13,072 +2%
ACM
23
AlphaStar Capital Management
North Carolina
$30.5M 571,511 -4,408 -0.8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$30.2M 566,632 -20,054 -3%
William Blair & Company
25
William Blair & Company
Illinois
$29.7M 557,127 +35,141 +7%
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