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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 %
OGF
301
Orin Green Financial
California
$901K -$1.26K -23 -0.1%
WFAG
302
Worth Financial Advisory Group
North Carolina
$900K +$73.4K +1,342 +9%
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$894K +$5.47K +100 +0.6%
UF
304
Univest Financial
Pennsylvania
$891K +$891K +16,298 New
AFG
305
Arkansas Financial Group
Arkansas
$891K +$22.1K +405 +3%
AWM
306
Axxcess Wealth Management
California
$874K -$81.7K -1,495 -9%
CW
307
CreativeOne Wealth
Kansas
$868K +$99K +1,810 +13%
CAM
308
Cresset Asset Management
Illinois
$868K +$109 +2 +0%
SEA
309
Stegent Equity Advisors
Texas
$867K -$27.8K -508 -3%
MA
310
MONECO Advisors
Connecticut
$854K +$70.6K +1,291 +9%
JPG
311
Jordan Park Group
California
$850K – – –
GWSG
312
GPS Wealth Strategies Group
Colorado
$846K -$1.47M -26,795 -63%
RSA
313
River Street Advisors
Illinois
$846K +$73.9K +1,351 +10%
ACM
314
Armbruster Capital Management
New York
$845K +$134K +2,445 +19%
DWM
315
Denver Wealth Management
Colorado
$845K -$52.5K -961 -6%
AAS
316
Ameritas Advisory Services
Nebraska
$825K +$259K +4,732 +46%
FFW
317
Fusion Family Wealth
New York
$814K – – –
RPCONE
318
Retirement Planning Company of New England
Rhode Island
$807K +$19.4K +354 +2%
APW
319
Austin Private Wealth
Texas
$807K +$57.9K +1,058 +8%
CWM
320
CarsonAllaria Wealth Management
Illinois
$804K +$756K +13,818 +1,563%
RPSA
321
Richard P. Slaughter Associates
Texas
$804K +$65.2K +1,193 +9%
HGERS
322
Householder Group Estate & Retirement Specialist
Arizona
$794K -$22.2K -407 -3%
TFCP
323
Twin Focus Capital Partners
Massachusetts
$787K – – –
GWP
324
Gateway Wealth Partners
Wisconsin
$777K -$17.1K -313 -2%
MWM
325
MGB Wealth Management
Texas
$773K +$8.2K +150 +1%
11 12
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