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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 %
TA
401
TFG Advisers
Michigan
$422K -$1.2K -22 -0.3%
EW
402
Evoke Wealth
California
$421K +$421K +7,707 New
LFAS
403
Level Four Advisory Services
Texas
$417K – – –
IPWA
404
International Private Wealth Advisors
California
$416K +$416K +7,606 New
NFP
405
Narus Financial Partners
Utah
$410K +$19.6K +358 +5%
USCWA
406
U.S. Capital Wealth Advisors
Texas
$406K – – –
MCM
407
MAI Capital Management
Ohio
$401K -$50.1K -917 -11%
CGFA
408
Colton Groome Financial Advisors
North Carolina
$395K +$1.64K +30 +0.4%
IWN
409
Independent Wealth Network
Iowa
$394K -$19.4K -354 -5%
GWAG
410
Garrett Wealth Advisory Group
Texas
$381K +$16.3K +298 +4%
AMM
411
American Money Management
California
$380K – – –
HAM
412
Harmony Asset Management
Arizona
$380K +$10.9K +200 +3%
Comerica Bank
413
Comerica Bank
Texas
$375K +$128K +2,344 +52%
SW
414
Simplicity Wealth
New Jersey
$374K – – –
LFA
415
Laraway Financial Advisors
Minnesota
$371K +$2.9K +53 +0.8%
SPA
416
Sentinel Pension Advisors
Massachusetts
$366K +$1.31K +24 +0.4%
KFS
417
Kelly Financial Services
Massachusetts
$364K +$1.64K +30 +0.5%
WIC
418
Woodmont Investment Counsel
Tennessee
$360K -$61.2K -1,119 -15%
AA
419
Alesco Advisors
New York
$350K +$3.23K +59 +0.9%
CFD
420
Creative Financial Designs
Indiana
$346K +$118K +2,164 +52%
FOA
421
Five Oceans Advisors
California
$344K -$71.7K -1,312 -17%
OCM
422
Orion Capital Management
California
$343K -$41K -750 -11%
Truist Financial
423
Truist Financial
North Carolina
$342K -$464K -8,483 -58%
MPM
424
MBB Public Markets
Illinois
$335K +$335K +6,123 New
SSB
425
Sandy Spring Bank
Maryland
$333K +$16.1K +295 +5%
15 16
17
18 19