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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

676 hedge funds and large institutions have $10.7B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+57
Holders Change %
+9.21%
% of All Funds
9%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
0.73%
New
106
Increased
295
Reduced
196
Closed
34
Calls
$115K
Puts
–
Net Calls
+$115K
Net Calls Change
+$60K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$4.21B
2
FWI
Facet Wealth Inc
Maryland
$144M
3
TPSF
Texas Permanent School Fund
Texas
$163M
4
Bank of America
Bank of America
North Carolina
$79.7M
5
LPL Financial
LPL Financial
California
$704M

Top Sellers

1
AA
ACT Advisors
North Carolina
$0
2
SC
Savant Capital
Illinois
$50.1M
3
AG
AlTi Global
New York
$295M
4
LGW
Leslie Global Wealth
Illinois
$2.16M
5
SWP
Stratos Wealth Partners
Ohio
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
226
Naples Global Advisors
Florida
$2.34M +$81.8K +1,496 +4%
AF
227
Advisornet Financial
Minnesota
$2.33M +$234K +4,273 +11%
PWM
228
Power Wealth Management
Georgia
$2.19M +$188K +3,440 +9%
JCM
229
Jacobi Capital Management
Pennsylvania
$2.16M +$197K +3,600 +10%
LGW
230
Leslie Global Wealth
Illinois
$2.16M -$7.5M -137,143 -78%
CST
231
Charles Schwab Trust
Nevada
$2.16M +$2.16M +39,478 New
Renaissance Technologies
232
Renaissance Technologies
New York
$2.12M +$1.88M +34,400 +800%
SWA
233
Stratos Wealth Advisors
Ohio
$2.06M -$62.1K -1,136 -3%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.03M -$1.59M -29,050 -44%
NAS
235
Nicolet Advisory Services
Wisconsin
$2.03M -$115K -2,123 -5%
CGA
236
Crescent Grove Advisors
Illinois
$2.01M +$55 +1 +0%
LFG
237
Larson Financial Group
Missouri
$1.98M -$274K -5,006 -12%
SAW
238
Signal Advisors Wealth
Michigan
$1.98M +$1.98M +36,215 New
MAM
239
MMA Asset Management
Pennsylvania
$1.98M +$1.98M +36,157 New
AQR Capital Management
240
AQR Capital Management
Connecticut
$1.97M +$262K +4,795 +15%
TA
241
TKG Advisors
Indiana
$1.96M +$527K +9,191 +37%
WCP
242
Wealthcare Capital Partners
Pennsylvania
$1.95M +$1.95M +35,722 New
AWMG
243
Alliance Wealth Management Group
New Jersey
$1.95M -$76.3K -1,396 -4%
TF
244
TME Financial
California
$1.87M +$1.87M +34,153 New
JF
245
JSF Financial
California
$1.85M +$31.7K +580 +2%
BIP
246
Blueprint Investment Partners
North Carolina
$1.84M -$995K -18,185 -35%
SAM
247
S.A. Mason
Michigan
$1.83M +$34.6K +632 +2%
AI
248
Atria Investments
North Carolina
$1.81M +$27.9K +511 +2%
CWM
249
CarsonAllaria Wealth Management
Illinois
$1.78M +$976K +17,842 +121%
SIAP
250
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.78M -$26.4K -483 -1%
8 9
10
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