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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 %
ASN
376
Advisory Services Network
Georgia
$646K +$71.1K +1,301 +12%
HIF
377
Hill Island Financial
Michigan
$642K +$1.26K +23 +0.2%
FLPIM
378
F.L. Putnam Investment Management
Massachusetts
$641K -$131K -2,395 -17%
Bessemer Group
379
Bessemer Group
New Jersey
$635K -$276K -5,050 -30%
BlackRock
380
BlackRock
New York
$635K +$635K +11,608 New
JIC
381
Johnson Investment Counsel
Ohio
$609K +$4.21K +77 +0.7%
NCMW
382
Northern Capital Management (Washington)
Washington
$606K +$92.8K +1,697 +18%
AWA
383
Arkadios Wealth Advisors
Georgia
$601K +$1.97K +36 +0.3%
RWP
384
Revolve Wealth Partners
New Jersey
$591K -$9.9K -181 -2%
AF
385
Apollon Financial
South Carolina
$586K -$13.7K -250 -2%
CWM
386
Congress Wealth Management
Massachusetts
$579K -$15.4K -281 -3%
AA
387
Alesco Advisors
New York
$576K +$226K +4,127 +65%
DWM
388
Destination Wealth Management
California
$575K – – –
GFPC
389
Global Financial Private Client
Florida
$575K +$10.3K +189 +2%
AWA
390
Arete Wealth Advisors
Illinois
$574K +$293K +5,354 +104%
PVI
391
Pine Valley Investments
New Jersey
$572K -$21.2K -388 -4%
SFP
392
Shepherd Financial Partners
Massachusetts
$567K +$310K +5,663 +120%
Truist Financial
393
Truist Financial
North Carolina
$565K +$223K +4,069 +65%
IC
394
IEQ Capital
California
$558K – – –
CFD
395
Creative Financial Designs
Indiana
$549K +$203K +3,716 +59%
HSA
396
HBK Sorce Advisory
Pennsylvania
$537K +$245K +4,487 +84%
AFG
397
Atomi Financial Group
New York
$537K -$64K -1,171 -11%
FPW
398
Flagship Private Wealth
Massachusetts
$532K +$61.7K +1,129 +13%
FDW
399
Fourth Dimension Wealth
Ohio
$525K +$525K +8,687 New
HCWM
400
Hidden Cove Wealth Management
Washington
$514K +$514K +9,403 New
14 15
16
17 18