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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
$4.01B
2
Betterment LLC
Betterment LLC
New York
$945M
3
TPSF
Texas Permanent School Fund
Texas
$54.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$79.4M
5
FCAS
First Command Advisory Services
Texas
$39.3M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$460K
2
OFS
OneAscent Financial Services
Alabama
$0
3
SC
Savant Capital
Illinois
$64M
4
AG
AlTi Global
New York
$305M
5
JFA
JNBA Financial Advisors
Minnesota
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
426
Beckerman Institutional
New Jersey
$333K +$333K +6,081 New
WAOTB
427
Wealth Advisors of Tampa Bay
Florida
$332K +$332K +6,080 New
ES
428
ETF Store
Kansas
$332K -$20.7K -378 -6%
AC
429
Apella Capital
Connecticut
$331K -$2.61K -48 -0.8%
VPP
430
Vertex Planning Partners
Illinois
$330K -$54.5K -996 -14%
TWP
431
Tyche Wealth Partners
Texas
$330K +$602 +11 +0.2%
HIA
432
Harbor Investment Advisory
Maryland
$329K +$14.8K +270 +5%
AWM
433
Ariadne Wealth Management
California
$325K +$325K +5,655 New
AWM
434
Apollon Wealth Management
South Carolina
$320K +$8.48K +155 +3%
BAM
435
Belpointe Asset Management
Nevada
$318K -$437 -8 -0.1%
BCG
436
Breakwater Capital Group
New Jersey
$316K +$316K +5,780 New
CA
437
Claro Advisors
Massachusetts
$312K +$6.07K +111 +2%
BWP
438
Balboa Wealth Partners
Arizona
$312K +$1.48K +27 +0.5%
TSS
439
Two Sigma Securities
New York
$310K +$310K +5,664 New
OPA
440
Old Port Advisors
Maine
$306K -$11.2K -204 -4%
CA
441
Continuum Advisory
Idaho
$306K -$2.16K -38 -0.7%
CA
442
Clearstead Advisors
Ohio
$304K +$303K +5,536 +26,362%
WOSD
443
WFA of San Diego
California
$303K – – –
EA
444
Eclectic Associates
California
$302K -$3.72K -68 -1%
Franklin Resources
445
Franklin Resources
California
$299K +$19.6K +352 +7%
CCWM
446
Cassaday & Co Wealth Management
Virginia
$297K +$1.26K +23 +0.4%
IWM
447
Iams Wealth Management
Nebraska
$294K +$78.6K +1,437 +37%
LFS
448
Legacy Financial Strategies
Kansas
$294K +$294K +5,368 New
FTUS
449
Flow Traders U.S.
New York
$292K +$292K +5,342 New
HSA
450
HBK Sorce Advisory
Pennsylvania
$292K – – –
16 17
18
19 20