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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 %
FAIM
276
Financial Advocates Investment Management
Washington
$1.33M -$71.4K -1,305 -5%
TWM
277
Trinity Wealth Management
Pennsylvania
$1.31M +$6.56K +120 +0.5%
WPW
278
Watershed Private Wealth
Illinois
$1.31M -$88.6K -1,620 -6%
PWP
279
Precedent Wealth Partners
Texas
$1.27M -$5.35M -97,813 -81%
BW
280
BIP Wealth
Georgia
$1.27M -$38.3K -701 -3%
SAA
281
Southeast Asset Advisors
Georgia
$1.26M – – –
PTC
282
Private Trust Company
Ohio
$1.25M +$59.3K +1,085 +5%
TFP
283
Tilia Fiduciary Partners
North Carolina
$1.25M +$160K +2,917 +15%
Financial Engines Advisors
284
Financial Engines Advisors
California
$1.23M +$67.9K +1,241 +6%
WPC
285
Wedmont Private Capital
Pennsylvania
$1.23M +$60.9K +1,122 +5%
MA
286
MONECO Advisors
Connecticut
$1.22M +$370K +6,758 +43%
RCM
287
Raleigh Capital Management
North Carolina
$1.22M -$11.9K -218 -1%
Jane Street
288
Jane Street
New York
$1.2M +$1.2M +21,961 New
BWG
289
Beta Wealth Group
California
$1.2M +$10.6K +193 +0.9%
FPWM
290
FSB Premier Wealth Management
Iowa
$1.17M +$7.16K +131 +0.6%
MCWS
291
McKinley Carter Wealth Services
West Virginia
$1.15M -$158K -2,888 -12%
AAS
292
Ameritas Advisory Services
Nebraska
$1.13M +$308K +5,636 +37%
CA
293
CoreCap Advisors
Michigan
$1.11M +$4.43K +81 +0.4%
CIAS
294
CFS Investment Advisory Services
New Jersey
$1.11M +$57.7K +1,056 +5%
LA
295
Lifeworks Advisors
Michigan
$1.08M -$37.9K -693 -3%
CFMC
296
Curbstone Financial Management Corp
New Hampshire
$1.07M – – –
UF
297
Univest Financial
Pennsylvania
$1.07M +$176K +3,219 +20%
WA
298
Waddell & Associates
Tennessee
$1.06M -$14.4K -263 -1%
SIC
299
Sterling Investment Counsel
New York
$1.05M +$28.7K +525 +3%
KAS
300
Kestra Advisory Services
Texas
$1.03M +$70.4K +1,287 +7%
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