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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.

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
1
Creative Planning
Kansas
$3.58B
2
Betterment LLC
2
Betterment LLC
New York
$834M
3
SC
3
Savant Capital
Illinois
$75.6M
4
LPL Financial
4
LPL Financial
California
$634M
5
KOC
5
Koss-Olinger Consulting
Florida
$40.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Bank of America
2
Bank of America
North Carolina
$20.5M
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$3.28M
4
TPSF
4
Texas Permanent School Fund
Texas
$0
5
FGAM
5
Financial Gravity Asset Management
Texas
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$3.58B 69,787,737 +3,582,178 +5%
Betterment LLC
2
Betterment LLC
New York
$834M 16,258,493 +1,736,073 +12%
LPL Financial
3
LPL Financial
California
$634M 12,362,196 +1,076,113 +10%
AG
4
AlTi Global
New York
$298M 5,803,476 -7,728 -0.1%
VA
5
Valmark Advisers
Ohio
$293M 5,704,565 +22,363 +0.4%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$262M 5,114,598 +309,218 +6%
HighTower Advisors
7
HighTower Advisors
Illinois
$135M 2,629,181 +72,733 +3%
Morgan Stanley
8
Morgan Stanley
New York
$103M 2,013,777 -1,076,620 -35%
RA
9
RFG Advisory
Alabama
$77.9M 1,518,281 -36,791 -2%
SC
10
Savant Capital
Illinois
$75.6M 1,473,126 +1,473,126 New
APWA
11
Atlas Private Wealth Advisors
New Jersey
$66.2M 1,291,251 +652,453 +102%
PAG
12
Private Advisor Group
New Jersey
$64.8M 1,263,262 +118,595 +10%
GVAG
13
Great Valley Advisor Group
Delaware
$54.6M 1,063,370 +158,531 +18%
AOI
14
Auto-Owners Insurance
Michigan
$53.3M 1,040,000 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$47.6M 928,077 -110,843 -11%
CWM
16
Cornerstone Wealth Management
Missouri
$46.4M 904,034 +37,577 +4%
JFA
17
JNBA Financial Advisors
Minnesota
$45M 876,649 +389,506 +80%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$44.5M 867,986 +28,074 +3%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$42.3M 824,630 +106,694 +15%
KOC
20
Koss-Olinger Consulting
Florida
$40.3M 784,969 +784,969 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$35.7M 696,629 +25,352 +4%
WFPG
22
Waller Financial Planning Group
Ohio
$35M 682,587 +1,159 +0.2%
Wells Fargo
23
Wells Fargo
California
$32.2M 627,110 -3,282 -0.5%
PWA
24
Peterson Wealth Advisors
Utah
$32M 624,249 +10,441 +2%
GLA
25
Good Life Advisors
Pennsylvania
$30.6M 595,838 +54,509 +10%
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