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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 %
AWA
251
Alaska Wealth Advisors
Alaska
$1.33M -$10.2K -187 -0.8%
TWM
252
Trinity Wealth Management
Pennsylvania
$1.31M +$25.9K +473 +2%
MCWS
253
McKinley Carter Wealth Services
West Virginia
$1.3M +$5.3K +97 +0.4%
BW
254
BIP Wealth
Georgia
$1.3M +$301K +5,505 +30%
SAA
255
Southeast Asset Advisors
Georgia
$1.25M – – –
WCM
256
Wealthcare Capital Management
Virginia
$1.25M +$316K +5,786 +34%
AC
257
Addison Capital
Pennsylvania
$1.23M +$284K +5,200 +30%
RCM
258
Raleigh Capital Management
North Carolina
$1.23M +$122K +2,236 +11%
CCFM
259
Clear Creek Financial Management
Washington
$1.22M -$92.8K -1,698 -7%
FI
260
Financial Insights
Washington
$1.2M -$1.37M -25,034 -53%
PTC
261
Private Trust Company
Ohio
$1.19M +$73.2K +1,339 +7%
MC
262
Moors & Cabot
Massachusetts
$1.19M +$29.3K +535 +3%
BWG
263
Beta Wealth Group
California
$1.19M +$66.4K +1,214 +6%
WPC
264
Wedmont Private Capital
Pennsylvania
$1.17M -$1.03M -19,004 -47%
Financial Engines Advisors
265
Financial Engines Advisors
California
$1.17M -$55K -1,006 -5%
FPWM
266
FSB Premier Wealth Management
Iowa
$1.16M +$28.4K +519 +3%
LA
267
Lifeworks Advisors
Michigan
$1.11M +$346K +6,332 +45%
ACA
268
Aptus Capital Advisors
Alabama
$1.11M +$58.7K +1,073 +6%
CA
269
CoreCap Advisors
Michigan
$1.1M +$2.13K +39 +0.2%
EFG
270
Ethos Financial Group
Pennsylvania
$1.1M – – –
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$1.1M -$820 -15 -0.1%
TFP
272
Tilia Fiduciary Partners
North Carolina
$1.09M -$20.9K -383 -2%
CWA
273
Canvas Wealth Advisors
Kansas
$1.08M -$144K -2,635 -12%
WA
274
Waddell & Associates
Tennessee
$1.08M +$4.98K +91 +0.5%
Fidelity Investments
275
Fidelity Investments
Massachusetts
$1.08M +$64.6K +1,181 +6%
9 10
11
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