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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 %
OWA
376
Outlook Wealth Advisors
Texas
$486K +$3.34K +61 +0.7%
SAS
377
SMI Advisory Services
Indiana
$485K -$50.7K -928 -9%
FWP
378
Falcon Wealth Planning
California
$482K -$34.7K -634 -7%
DAS
379
Diversify Advisory Services
Utah
$479K +$81.6K +1,483 +21%
BFM
380
Boston Financial Management
Massachusetts
$477K +$12.6K +230 +3%
BWFA
381
Baltimore-Washington Financial Advisors
Maryland
$474K -$60.7K -1,110 -11%
AP
382
Americana Partners
Texas
$472K – – –
FPW
383
Flagship Private Wealth
Massachusetts
$471K +$13K +238 +3%
JWCA
384
J.W. Cole Advisors
Florida
$470K -$14.4K -264 -3%
SFP
385
Strategic Financial Planning
Texas
$463K +$55 +1 +0%
SFC
386
Strategic Financial Concepts
Texas
$460K -$24.7M -451,827 -98%
SP
387
Stablepoint Partners
Massachusetts
$458K -$91.4K -1,672 -17%
OSNBOA
388
Old Second National Bank of Aurora
Illinois
$458K -$10.9K -200 -2%
SA
389
Scarborough Advisors
Maryland
$457K -$13.6K -249 -3%
UWM
390
USAdvisors Wealth Management
Minnesota
$452K -$109K -1,990 -19%
Qube Research & Technologies (QRT)
391
Qube Research & Technologies (QRT)
United Kingdom
$451K +$105K +1,924 +30%
SPC
392
Sigma Planning Corp
Michigan
$446K +$23.2K +424 +5%
SL
393
SFM LLC
New Hampshire
$441K -$10.2K -187 -2%
CMAI
394
Capital Management Associates Inc
Minnesota
$438K +$438K +8,014 New
TDC
395
Thompson Davis & Co
Virginia
$437K – – –
TVAMP
396
Tennessee Valley Asset Management Partners
Tennessee
$437K +$16.5K +302 +4%
FFL
397
Financial Freedom LLC
Ohio
$430K +$984 +18 +0.2%
KWA
398
Kingswood Wealth Advisors
California
$429K -$266K -4,863 -38%
PNC Financial Services Group
399
PNC Financial Services Group
Pennsylvania
$426K -$1.89M -34,563 -82%
VBFP
400
Valtinson Bruner Financial Planning
Minnesota
$425K -$1.75K -32 -0.4%
14 15
16
17 18