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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 %
CFMC
276
Curbstone Financial Management Corp
New Hampshire
$1.07M +$148K +2,700 +16%
RFG
277
Range Financial Group
Oregon
$1.06M -$2M -36,542 -65%
CIAS
278
CFS Investment Advisory Services
New Jersey
$1.05M +$66K +1,207 +7%
SLC
279
Second Line Capital
Louisiana
$1.04M +$1.8K +33 +0.2%
AWM
280
AE Wealth Management
Kansas
$1.03M +$8.59K +157 +0.8%
SIC
281
Sterling Investment Counsel
New York
$1.02M +$201K +3,675 +25%
ACP
282
Aveo Capital Partners
Colorado
$1.02M +$35.2K +643 +4%
BRWA
283
B. Riley Wealth Advisors
Florida
$1.01M +$361K +6,660 +55%
RFS
284
Richardson Financial Services
Massachusetts
$1.01M +$21.7K +422 +2%
GA
285
Goldstein Advisors
Wisconsin
$1M +$542K +9,911 +117%
T
286
Tidemark
California
$999K +$75.6K +1,383 +8%
DSC
287
Duncker Streett & Co
Missouri
$996K – – –
HGA
288
Hobbs Group Advisors
South Carolina
$992K -$112K -2,054 -10%
BCFS
289
Butensky & Cohen Financial Security
Florida
$989K -$9.19K -168 -0.9%
WP
290
WealthPLAN Partners
Nebraska
$984K -$27.3K -499 -3%
CCFCSB
291
Cape Cod Five Cents Savings Bank
Massachusetts
$982K -$19K -348 -2%
KAS
292
Kestra Advisory Services
Texas
$960K +$101K +1,839 +12%
KCPG
293
Kavar Capital Partners Group
Kansas
$956K -$9.02K -165 -0.9%
IWMA
294
Ironwood Wealth Management (Arizona)
Arizona
$950K -$88.7K -1,622 -9%
Empower Advisory Group
295
Empower Advisory Group
Colorado
$947K +$438K +8,019 +86%
Bessemer Group
296
Bessemer Group
New Jersey
$911K – – –
AA
297
Advisory Alpha
Michigan
$911K -$48.5K -886 -5%
FMN
298
Financial Management Network
California
$910K -$5.25K -96 -0.6%
AG
299
Ascent Group
Virginia
$905K -$29.2K -534 -3%
CIR
300
Clear Investment Research
Georgia
$903K +$23.5K +430 +3%
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