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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 %
HH
451
Hilltop Holdings
Texas
$288K +$288K +5,270 New
MOS
452
MGO One Seven
Ohio
$283K +$52.2K +955 +23%
SC
453
SouthState Corp
Florida
$282K – – –
LWMNY
454
Landmark Wealth Management (New York)
New York
$281K -$21K -385 -7%
RBFC
455
Roman Butler Fullerton & Co
Missouri
$280K +$943 +17 +0.3%
AWA
456
Arete Wealth Advisors
Illinois
$280K +$17.4K +320 +7%
DI
457
Diligent Investors
California
$279K -$3.23K -59 -1%
CAL
458
Capital Advisors Ltd
Ohio
$279K – – –
SWA
459
Sax Wealth Advisors
New Jersey
$275K -$219 -4 -0.1%
ORG
460
Optimist Retirement Group
Washington
$274K +$164 +3 +0.1%
TP
461
Tranquility Partners
Tennessee
$272K – – –
RWM
462
Ritholtz Wealth Management
New York
$270K -$143K -2,624 -35%
EGM
463
Engineers Gate Manager
New York
$269K -$1.16M -21,302 -81%
ACM
464
Altrius Capital Management
North Carolina
$269K -$8.86K -162 -3%
MWM
465
Mattern Wealth Management
Kansas
$268K – – –
SFG
466
Sovereign Financial Group
Connecticut
$267K – – –
MCM
467
Mainstream Capital Management
California
$266K +$266K +4,861 New
PWA
468
PCG Wealth Advisors
Kansas
$265K – – –
MAM
469
Mystic Asset Management
Rhode Island
$261K +$10.9K +200 +4%
HWM
470
HB Wealth Management
Georgia
$260K – – –
DC
471
Davenport & Co
Virginia
$259K +$259K +4,739 New
Baird Financial Group
472
Baird Financial Group
Wisconsin
$259K – – –
SFP
473
Shepherd Financial Partners
Massachusetts
$257K – – –
PCIA
474
Prime Capital Investment Advisors
Kansas
$257K -$53.6K -981 -17%
BW
475
Bison Wealth
Georgia
$253K -$105K -1,918 -29%
17 18
19
20 21