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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 %
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$1.01M -$87.9K -1,607 -8%
GA
302
Goldstein Advisors
Wisconsin
$1M – – –
HGA
303
Hobbs Group Advisors
South Carolina
$992K +$438 +8 +0%
DSC
304
Duncker Streett & Co
Missouri
$992K -$4.32K -79 -0.4%
RFS
305
Richardson Financial Services
Massachusetts
$988K -$86K -1,575 -8%
CCFCSB
306
Cape Cod Five Cents Savings Bank
Massachusetts
$982K – – –
APW
307
Austin Private Wealth
Texas
$980K +$173K +3,160 +21%
BCFS
308
Butensky & Cohen Financial Security
Florida
$979K -$10.4K -191 -1%
T
309
Tidemark
California
$977K -$22.2K -405 -2%
ACM
310
Armbruster Capital Management
New York
$972K +$127K +2,320 +15%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$969K +$67.2K +1,220 +7%
CMMS
312
Comprehensive Money Management Services
Florida
$968K +$968K +17,704 New
CFG
313
Citizens Financial Group
Rhode Island
$966K +$966K +17,660 New
KCPG
314
Kavar Capital Partners Group
Kansas
$956K – – –
VWM
315
VCI Wealth Management
Missouri
$955K -$895K -16,364 -48%
SLC
316
Second Line Capital
Louisiana
$952K -$87.6K -1,602 -8%
ACP
317
Aveo Capital Partners
Colorado
$951K -$66.6K -1,218 -7%
FMN
318
Financial Management Network
California
$920K +$607 +11 +0.1%
CIR
319
Clear Investment Research
Georgia
$918K +$15.1K +276 +2%
LFS
320
Lutz Financial Services
Nebraska
$917K +$394K +7,196 +75%
TCWM
321
Total Clarity Wealth Management
Illinois
$896K +$896K +16,391 New
OGF
322
Orin Green Financial
California
$895K -$901K -16,469 Closed
WFAG
323
Worth Financial Advisory Group
North Carolina
$887K -$13.1K -240 -1%
RPSA
324
Richard P. Slaughter Associates
Texas
$880K +$76.2K +1,393 +9%
BWMG
325
Barnes Wealth Management Group
California
$879K +$879K +16,070 New
11 12
13
14 15