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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 %
MWM
401
Marion Wealth Management
Pennsylvania
$507K +$14.7K +268 +3%
WCA
402
Westover Capital Advisors
Delaware
$504K – – –
OSNBOA
403
Old Second National Bank of Aurora
Illinois
$503K +$44.4K +812 +10%
APA
404
Astoria Portfolio Advisors
New York
$489K +$489K +8,828 New
EFS
405
Econ Financial Services
Pennsylvania
$487K – – –
MCM
406
MAI Capital Management
Ohio
$479K +$77.8K +1,423 +19%
TA
407
TFG Advisers
Michigan
$475K +$53K +970 +13%
FWP
408
Falcon Wealth Planning
California
$474K -$7.44K -136 -2%
TVAMP
409
Tennessee Valley Asset Management Partners
Tennessee
$472K +$34.9K +639 +8%
SFP
410
Strategic Financial Planning
Texas
$472K +$9.24K +169 +2%
AP
411
Americana Partners
Texas
$472K – – –
AWM
412
Apollon Wealth Management
South Carolina
$470K +$150K +2,749 +47%
BWFA
413
Baltimore-Washington Financial Advisors
Maryland
$469K -$5.09K -93 -1%
TDC
414
Thompson Davis & Co
Virginia
$465K +$27.3K +500 +6%
BFM
415
Boston Financial Management
Massachusetts
$465K -$12.6K -230 -3%
SAS
416
SMI Advisory Services
Indiana
$462K -$23K -421 -5%
EFG
417
Elios Financial Group
Ohio
$457K -$50.3K -919 -10%
OWA
418
Outlook Wealth Advisors
Texas
$451K -$35.1K -641 -7%
MPW
419
Magnolia Private Wealth
Pennsylvania
$448K +$448K +8,196 New
SL
420
SFM LLC
New Hampshire
$441K – – –
SPC
421
Sigma Planning Corp
Michigan
$441K -$5.31K -97 -1%
CMAI
422
Capital Management Associates Inc
Minnesota
$440K +$1.64K +30 +0.4%
IPWA
423
International Private Wealth Advisors
California
$439K +$22.6K +413 +5%
JWCA
424
J.W. Cole Advisors
Florida
$437K -$33.1K -606 -7%
LFAS
425
Level Four Advisory Services
Texas
$436K +$16.4K +300 +4%
15 16
17
18 19