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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

619 hedge funds and large institutions have $9.78B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 291 increasing their positions, 187 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+33
Holders Change %
+5.63%
% of All Funds
8.95%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
62
Increased
291
Reduced
187
Closed
25
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
+$65K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$189M
2
Betterment LLC
Betterment LLC
New York
+$56.2M
3
TPSF
Texas Permanent School Fund
Texas
+$54.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.3M
5
FCAS
First Command Advisory Services
Texas
+$39.3M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$24.7M
2
OFS
OneAscent Financial Services
Alabama
-$23.5M
3
SC
Savant Capital
Illinois
-$16.5M
4
AG
AlTi Global
New York
-$12M
5
JFA
JNBA Financial Advisors
Minnesota
-$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
226
JSF Financial
California
$1.81M -$207K -3,781 -10%
SIAP
227
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.8M +$125K +2,294 +7%
SAM
228
S.A. Mason
Michigan
$1.79M +$227K +4,159 +15%
AI
229
Atria Investments
North Carolina
$1.78M +$56.2K +1,028 +3%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$1.76M +$1.18M +21,501 +201%
AQR Capital Management
231
AQR Capital Management
Connecticut
$1.71M +$1.06M +19,377 +163%
KWM
232
Kingsview Wealth Management
Oregon
$1.65M +$491K +8,987 +43%
SIAS
233
Summit Investment Advisory Services
Minnesota
$1.64M +$1.64M +29,911 New
ECM
234
Evergreen Capital Management
Washington
$1.63M +$547K +10,000 +50%
MF
235
Meridian Financial
Massachusetts
$1.6M -$33.5K -613 -2%
PFG
236
PAX Financial Group
Texas
$1.59M -$91.8K -1,678 -5%
FEG
237
Financial Enhancement Group
Indiana
$1.57M +$1.06M +24,935 +207%
MERSOM
238
Municipal Employees' Retirement System of Michigan
Michigan
$1.47M +$70.1K +1,283 +5%
KWS
239
Keystone Wealth Services
California
$1.47M +$4.21K +77 +0.3%
NW
240
NewEdge Wealth
Pennsylvania
$1.47M +$1.47M +26,821 New
SCP
241
Stevens Capital Partners
Nebraska
$1.46M +$107K +1,963 +8%
Two Sigma Investments
242
Two Sigma Investments
New York
$1.45M +$1.45M +26,500 New
KFI
243
Key Financial Inc
Pennsylvania
$1.44M +$40.1K +733 +3%
AAS
244
Avantax Advisory Services
Texas
$1.43M +$94.9K +1,735 +7%
WPW
245
Watershed Private Wealth
Illinois
$1.39M -$52K -951 -4%
FAIM
246
Financial Advocates Investment Management
Washington
$1.39M +$134K +2,450 +11%
QWM
247
Quadcap Wealth Management
Texas
$1.38M -$55K -1,005 -4%
TA
248
TKG Advisors
Indiana
$1.37M +$35.1K +641 +3%
FWM
249
Fingerlakes Wealth Management
New York
$1.37M -$9.51K -174 -0.7%
RC
250
Roundview Capital
New Jersey
$1.36M +$280K +5,122 +26%
8 9
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