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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 %
FF
351
Farrow Financial
Vermont
$610K +$12.6K +231 +2%
JIC
352
Johnson Investment Counsel
Ohio
$605K +$203K +3,713 +50%
RWP
353
Revolve Wealth Partners
New Jersey
$601K -$694K -12,690 -54%
AFG
354
Atomi Financial Group
New York
$601K -$15.9K -291 -3%
AF
355
Apollon Financial
South Carolina
$599K +$27.2K +497 +5%
AWA
356
Arkadios Wealth Advisors
Georgia
$599K +$1.04K +19 +0.2%
BWM
357
BCS Wealth Management
Tennessee
$598K -$45.6K -833 -7%
CWM
358
Congress Wealth Management
Massachusetts
$594K -$37.5K -686 -6%
AWS
359
Atria Wealth Solutions
New York
$594K -$53.2K -973 -8%
PVI
360
Pine Valley Investments
New Jersey
$593K +$383 +7 +0.1%
BWP
361
Baldwin Wealth Partners
Massachusetts
$589K +$589K +10,777 New
DWM
362
Destination Wealth Management
California
$575K +$575K +10,522 New
GFPC
363
Global Financial Private Client
Florida
$565K +$10.3K +188 +2%
IC
364
IEQ Capital
California
$558K – – –
ASN
365
Advisory Services Network
Georgia
$540K – – –
CIA
366
Compass Ion Advisors
Pennsylvania
$529K +$1.59K +29 +0.3%
LFS
367
Lutz Financial Services
Nebraska
$523K – – –
NCMW
368
Northern Capital Management (Washington)
Washington
$513K +$78.6K +1,437 +18%
ARC
369
Advisor Resource Council
Texas
$513K +$513K +9,377 New
EFG
370
Elios Financial Group
Ohio
$508K +$508K +9,283 New
WCA
371
Westover Capital Advisors
Delaware
$504K +$504K +9,211 New
NWMG
372
National Wealth Management Group
Ohio
$494K -$502K -9,188 -50%
IAG
373
Investmark Advisory Group
Connecticut
$494K – – –
MWM
374
Marion Wealth Management
Pennsylvania
$492K +$54.7K +1,000 +12%
EFS
375
Econ Financial Services
Pennsylvania
$487K -$516K -9,429 -51%
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15
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