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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 %
SIAS
251
Summit Investment Advisory Services
Minnesota
$1.78M +$140K +2,558 +9%
Fidelity Investments
252
Fidelity Investments
Massachusetts
$1.75M +$676K +12,355 +63%
WCM
253
Wealthcare Capital Management
Virginia
$1.71M +$461K +8,429 +37%
KWM
254
Kingsview Wealth Management
Oregon
$1.68M +$30.8K +564 +2%
CW
255
CreativeOne Wealth
Kansas
$1.65M +$777K +14,202 +89%
ECM
256
Evergreen Capital Management
Washington
$1.63M – – –
KLI
257
Kelman-Lazarov Inc
Tennessee
$1.62M -$432K -7,897 -21%
SCP
258
Stevens Capital Partners
Nebraska
$1.61M +$141K +2,571 +10%
MF
259
Meridian Financial
Massachusetts
$1.58M -$23.1K -422 -1%
AC
260
Addison Capital
Pennsylvania
$1.57M +$336K +6,141 +27%
ACA
261
Aptus Capital Advisors
Alabama
$1.54M +$434K +7,930 +39%
KWS
262
Keystone Wealth Services
California
$1.54M +$67.2K +1,228 +5%
KFI
263
Key Financial Inc
Pennsylvania
$1.5M +$61.4K +1,122 +4%
PFG
264
PAX Financial Group
Texas
$1.49M -$98.9K -1,809 -6%
RFW
265
Rainier Family Wealth
Washington
$1.48M +$1.48M +27,058 New
MERSOM
266
Municipal Employees' Retirement System of Michigan
Michigan
$1.47M – – –
NW
267
NewEdge Wealth
Pennsylvania
$1.47M – – –
PSFG
268
Prairie Sky Financial Group
Illinois
$1.44M -$674K -12,322 -32%
RC
269
Roundview Capital
New Jersey
$1.41M +$54K +987 +4%
AAS
270
Avantax Advisory Services
Texas
$1.38M -$45.2K -826 -3%
AWA
271
Alaska Wealth Advisors
Alaska
$1.38M +$53.5K +979 +4%
MC
272
Moors & Cabot
Massachusetts
$1.36M +$174K +3,184 +15%
CWMGP
273
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.36M +$1.36M +24,932 New
QWM
274
Quadcap Wealth Management
Texas
$1.35M -$29K -531 -2%
FWM
275
Fingerlakes Wealth Management
New York
$1.33M -$35.5K -649 -3%
9 10
11
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