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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 %
EW
426
Evoke Wealth
California
$436K +$14.6K +267 +3%
Bank of New York Mellon
427
Bank of New York Mellon
New York
$435K +$435K +7,951 New
SP
428
Stablepoint Partners
Massachusetts
$434K -$24.3K -444 -5%
UWM
429
USAdvisors Wealth Management
Minnesota
$432K -$20.7K -379 -5%
FFL
430
Financial Freedom LLC
Ohio
$431K +$1.09K +20 +0.3%
USCWA
431
U.S. Capital Wealth Advisors
Texas
$430K +$24.6K +450 +6%
KWA
432
Kingswood Wealth Advisors
California
$423K -$6.13K -112 -1%
CC
433
Courier Capital
New York
$422K +$422K +7,724 New
NC
434
Napatree Capital
Rhode Island
$419K +$419K +7,653 New
CIA
435
Compass Ion Advisors
Pennsylvania
$418K -$110K -2,020 -21%
NFP
436
Narus Financial Partners
Utah
$416K +$6.07K +111 +1%
VBFP
437
Valtinson Bruner Financial Planning
Minnesota
$412K -$12.5K -228 -3%
HIA
438
Harbor Investment Advisory
Maryland
$412K +$83.1K +1,519 +25%
PNC Financial Services Group
439
PNC Financial Services Group
Pennsylvania
$412K -$13.8K -253 -3%
FTWA
440
Fifth Third Wealth Advisors
Ohio
$406K +$406K +7,425 New
SA
441
Scarborough Advisors
Maryland
$403K -$54.2K -991 -12%
Baird Financial Group
442
Baird Financial Group
Wisconsin
$402K +$144K +2,626 +56%
OFG
443
Opulen Financial Group
Virginia
$399K +$399K +7,304 New
IWN
444
Independent Wealth Network
Iowa
$386K -$8.15K -149 -2%
Qube Research & Technologies (QRT)
445
Qube Research & Technologies (QRT)
United Kingdom
$385K -$66.4K -1,214 -15%
HAM
446
Harmony Asset Management
Arizona
$383K +$3.28K +60 +0.9%
SAG
447
SageView Advisory Group
California
$383K +$383K +7,002 New
AMM
448
American Money Management
California
$379K -$766 -14 -0.2%
Comerica Bank
449
Comerica Bank
Texas
$376K +$820 +15 +0.2%
SW
450
Simplicity Wealth
New Jersey
$374K – – –
16 17
18
19 20