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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 %
AWM
351
Axxcess Wealth Management
California
$762K -$111K -2,036 -13%
AA
352
Advisory Alpha
Michigan
$755K -$156K -2,859 -17%
CAM
353
Cresset Asset Management
Illinois
$754K -$114K -2,083 -13%
WPC
354
White Pine Capital
Minnesota
$739K – – –
CAG
355
Csenge Advisory Group
Florida
$739K -$19.5K -356 -3%
AF
356
Aldebaran Financial
$736K -$2.73K -50 -0.4%
QCM
357
Quantinno Capital Management
New York
$731K +$731K +13,365 New
WIM
358
WealthPlan Investment Management
Nebraska
$729K +$729K +13,337 New
FMI
359
F/M Investments
District of Columbia
$725K +$52.4K +959 +8%
DW30
360
Drucker Wealth 3.0
New Jersey
$720K +$88.8K +1,623 +14%
GL
361
Graypoint LLC
New York
$719K – – –
GWP
362
Gateway Wealth Partners
Wisconsin
$716K -$61.1K -1,118 -8%
SMC
363
Smith, Moore & Co
Missouri
$709K – – –
RCA
364
Ranch Capital Advisors
Florida
$706K -$3.34K -61 -0.5%
PA
365
PFG Advisors
Arizona
$702K +$19.9K +363 +3%
GWM
366
GSB Wealth Management
Connecticut
$690K +$55.2K +1,010 +9%
EFL
367
ERn Financial LLC
Wisconsin
$686K -$30.1K -550 -4%
NA
368
Novus Advisors
South Carolina
$670K +$670K +12,251 New
TFCP
369
Twin Focus Capital Partners
Massachusetts
$667K -$120K -2,200 -15%
TWP
370
Tyche Wealth Partners
Texas
$665K +$335K +6,128 +102%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$663K -$3.4M -62,230 -84%
CCM
372
Coldstream Capital Management
Washington
$653K – – –
CWA
373
Canvas Wealth Advisors
Kansas
$652K -$432K -7,894 -40%
FG
374
Fiduciary Group
Georgia
$649K +$649K +11,871 New
WIA
375
World Investment Advisors
California
$648K +$8.48K +155 +1%
13 14
15
16 17