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State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

683 hedge funds and large institutions have $10.8B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 297 increasing their positions, 197 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 34

51% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 197

10% more capital invested

Capital invested by funds: $9.78B → $10.8B (+$994M)

10% more funds holding

Funds holding: 622 → 683 (+61)

10% more funds holding in top 10

Funds holding in top 10: 51 → 56 (+5)

1.98% more ownership

Funds ownership: 87.53% → 89.51% (+2%)

Holders
683
Holders Change
+61
Holders Change %
+9.81%
% of All Funds
9%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
0.74%
New
110
Increased
297
Reduced
197
Closed
34
Calls
$115K
Puts
–
Net Calls
+$115K
Net Calls Change
+$60K

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$211M
2
FWI
Facet Wealth Inc
Maryland
+$144M
3
TPSF
Texas Permanent School Fund
Texas
+$111M
4
Bank of America
Bank of America
North Carolina
+$56.9M
5
LPL Financial
LPL Financial
California
+$38.2M

Top Sellers

Rank Fund Capital Flow
1
AA
ACT Advisors
North Carolina
-$28.1M
2
SC
Savant Capital
Illinois
-$14.3M
3
AG
AlTi Global
New York
-$10.9M
4
LGW
Leslie Global Wealth
Illinois
-$7.72M
5
SWP
Stratos Wealth Partners
Ohio
-$5.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRTG
226
Post Resch Tallon Group
New York
$2.35M +$2.43M +43,143 New
TKP
227
Tallon Kerry Patrick
$2.35M +$2.43M +43,143 New
NGA
228
Naples Global Advisors
Florida
$2.34M +$84.2K +1,496 +4%
AF
229
Advisornet Financial
Minnesota
$2.33M +$240K +4,273 +11%
SWP
230
SIMA Wealth Partners
Virginia
$2.27M +$15.2K +270 +0.7%
PWM
231
Power Wealth Management
Georgia
$2.19M +$194K +3,440 +9%
JCM
232
Jacobi Capital Management
Pennsylvania
$2.16M +$203K +3,600 +10%
LGW
233
Leslie Global Wealth
Illinois
$2.16M -$7.72M -137,143 -78%
CST
234
Charles Schwab Trust
Nevada
$2.16M +$2.22M +39,478 New
Renaissance Technologies
235
Renaissance Technologies
New York
$2.12M +$1.94M +34,400 +800%
SWA
236
Stratos Wealth Advisors
Ohio
$2.06M -$63.9K -1,136 -3%
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.03M -$1.63M -29,050 -44%
NAS
238
Nicolet Advisory Services
Wisconsin
$2.03M -$119K -2,123 -5%
CGA
239
Crescent Grove Advisors
Illinois
$2.01M +$56 +1 +0%
LFG
240
Larson Financial Group
Missouri
$1.98M -$282K -5,006 -12%
SAW
241
Signal Advisors Wealth
Michigan
$1.98M +$2.04M +36,215 New
MAM
242
MMA Asset Management
Pennsylvania
$1.98M +$2.03M +36,157 New
AQR Capital Management
243
AQR Capital Management
Connecticut
$1.97M +$270K +4,795 +15%
TA
244
TKG Advisors
Indiana
$1.96M +$517K +9,191 +37%
WCP
245
Wealthcare Capital Partners
Pennsylvania
$1.95M +$2.01M +35,722 New
AWMG
246
Alliance Wealth Management Group
New Jersey
$1.95M -$78.6K -1,396 -4%
TF
247
TME Financial
California
$1.87M +$1.92M +34,153 New
JF
248
JSF Financial
California
$1.85M +$32.6K +580 +2%
BIP
249
Blueprint Investment Partners
North Carolina
$1.84M -$1.02M -18,185 -35%
SAM
250
S.A. Mason
Michigan
$1.83M +$35.6K +632 +2%
8 9
10
11 12

SPMD Hedge Fund Activity: Q4 2024 in Review

683 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2024, worth a combined $10.8B — up 10% from $9.78B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPMD positions and 34 closed out — a net gain of 76 holders — while 297 added to existing stakes and 197 trimmed.

The largest buyer was Creative Planning, adding an estimated $211M. The largest seller was ACT Advisors, exiting entirely with an estimated $28.1M sold.

  • 683 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2024, up from 622 in Q3 2024.
  • Funds reported $10.8B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2024 and 34 closed out, a net change of +76 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2024 was Creative Planning, an estimated $211M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2024 was ACT Advisors, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2024.