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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
1
Creative Planning
Kansas
$4.21B
2
FWI
2
Facet Wealth Inc
Maryland
$144M
3
TPSF
3
Texas Permanent School Fund
Texas
$163M
4
Bank of America
4
Bank of America
North Carolina
$79.7M
5
LPL Financial
5
LPL Financial
California
$704M

Top Sellers

1
AA
1
ACT Advisors
North Carolina
$0
2
SC
2
Savant Capital
Illinois
$50.1M
3
AG
3
AlTi Global
New York
$295M
4
LGW
4
Leslie Global Wealth
Illinois
$2.16M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSA
326
River Street Advisors
Illinois
$873K +$27.2K +497 +3%
IF
327
Intrua Financial
Texas
$871K +$871K +15,927 New
SEA
328
Stegent Equity Advisors
Texas
$863K -$4.16K -76 -0.5%
AWS
329
Atria Wealth Solutions
New York
$854K +$260K +4,753 +44%
DWM
330
Denver Wealth Management
Colorado
$847K +$2.35K +43 +0.3%
RPCONE
331
Retirement Planning Company of New England
Rhode Island
$843K +$35.7K +653 +4%
EIA
332
Eldridge Investment Advisors
New Hampshire
$842K +$166K +3,028 +24%
JCIA
333
Jackson Creek Investment Advisors
Colorado
$835K +$165K +3,022 +25%
AFG
334
Arkansas Financial Group
Arkansas
$828K -$62.9K -1,151 -7%
IWMA
335
Ironwood Wealth Management (Arizona)
Arizona
$820K -$130K -2,372 -14%
AG
336
Ascent Group
Virginia
$816K -$89.1K -1,630 -10%
FFW
337
Fusion Family Wealth
New York
$814K – – –
BWM
338
BCS Wealth Management
Tennessee
$806K +$208K +3,810 +35%
JPG
339
Jordan Park Group
California
$804K -$47K -860 -6%
FEG
340
Financial Enhancement Group
Indiana
$801K -$1.23M -22,379 -60%
MCC
341
Money Concepts Capital
Florida
$800K +$30.1K +551 +4%
HPA
342
High Probability Advisors
New York
$794K +$73K +1,335 +10%
GWSG
343
GPS Wealth Strategies Group
Colorado
$793K -$53.8K -984 -6%
EFG
344
Ethos Financial Group
Pennsylvania
$785K -$317K -5,790 -29%
VC
345
Vicus Capital
Pennsylvania
$780K +$44.2K +808 +6%
BRWA
346
B. Riley Wealth Advisors
Florida
$779K -$243K -4,452 -24%
Empower Advisory Group
347
Empower Advisory Group
Colorado
$778K -$169K -3,095 -18%
HVIA
348
Hudson Valley Investment Advisors
New York
$776K +$128K +2,349 +20%
MWM
349
MGB Wealth Management
Texas
$776K +$3.34K +61 +0.4%
SMA
350
Sage Mountain Advisors
Georgia
$772K – – –
12 13
14
15 16