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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 %
FLPIM
326
F.L. Putnam Investment Management
Massachusetts
$772K +$2.63K +48 +0.3%
SMA
327
Sage Mountain Advisors
Georgia
$772K – – –
MCC
328
Money Concepts Capital
Florida
$769K -$54.1K -989 -7%
CAG
329
Csenge Advisory Group
Florida
$766K +$5.58K +101 +0.7%
AF
330
Aldebaran Financial
$740K -$15.4K -282 -2%
WPC
331
White Pine Capital
Minnesota
$739K – – –
VC
332
Vicus Capital
Pennsylvania
$736K +$5.25K +96 +0.7%
HPA
333
High Probability Advisors
New York
$721K +$75K +1,372 +12%
GL
334
Graypoint LLC
New York
$719K -$29.9K -547 -4%
EFL
335
ERn Financial LLC
Wisconsin
$715K -$3.12K -57 -0.4%
RCA
336
Ranch Capital Advisors
Florida
$710K +$52.4K +959 +8%
SMC
337
Smith, Moore & Co
Missouri
$709K – – –
GS
338
GTS Securities
New York
$685K +$685K +12,523 New
PA
339
PFG Advisors
Arizona
$682K +$38.9K +711 +6%
EIA
340
Eldridge Investment Advisors
New Hampshire
$676K +$160K +2,928 +31%
FMI
341
F/M Investments
District of Columbia
$673K +$711 +13 +0.1%
JCIA
342
Jackson Creek Investment Advisors
Colorado
$669K +$382K +6,994 +133%
CCM
343
Coldstream Capital Management
Washington
$653K -$4.21K -77 -0.6%
HVIA
344
Hudson Valley Investment Advisors
New York
$648K +$32.6K +597 +5%
HIF
345
Hill Island Financial
Michigan
$641K +$1.15K +21 +0.2%
RJT
346
Raymond James Trust
Florida
$640K +$640K +11,706 New
WIA
347
World Investment Advisors
California
$639K +$91.9K +1,681 +17%
GWM
348
GSB Wealth Management
Connecticut
$635K +$3.77K +69 +0.6%
SA
349
SpiderRock Advisors
Delaware
$635K +$635K +11,608 New
DW30
350
Drucker Wealth 3.0
New Jersey
$631K +$5.3K +97 +0.8%
12 13
14
15 16