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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 %
PFBT
451
Parkside Financial Bank & Trust
Missouri
$374K +$374K +6,833 New
LFA
452
Laraway Financial Advisors
Minnesota
$370K -$1.48K -27 -0.4%
SPA
453
Sentinel Pension Advisors
Massachusetts
$367K +$1.37K +25 +0.4%
W
454
WorthPointe
California
$365K +$365K +6,671 New
CA
455
Claro Advisors
Massachusetts
$363K +$50.9K +931 +16%
GWAG
456
Garrett Wealth Advisory Group
Texas
$361K -$20K -366 -5%
CGFA
457
Colton Groome Financial Advisors
North Carolina
$360K -$34.8K -636 -9%
WIC
458
Woodmont Investment Counsel
Tennessee
$360K – – –
Chevy Chase Trust
459
Chevy Chase Trust
Maryland
$359K +$359K +6,566 New
BJL
460
Brighton Jones LLC
Washington
$358K +$125K +2,282 +54%
IAG
461
Investmark Advisory Group
Connecticut
$357K -$137K -2,500 -28%
PCIA
462
Prime Capital Investment Advisors
Kansas
$354K +$96.5K +1,765 +38%
OCM
463
Orion Capital Management
California
$343K – – –
SWA
464
Sax Wealth Advisors
New Jersey
$343K +$68.3K +1,248 +25%
AC
465
Apella Capital
Connecticut
$333K -$328 -6 -0.1%
BI
466
Beckerman Institutional
New Jersey
$333K – – –
WAOTB
467
Wealth Advisors of Tampa Bay
Florida
$333K – – –
GSEP
468
Golden State Equity Partners
California
$331K +$328K +6,003 +14,641%
FOA
469
Five Oceans Advisors
California
$328K -$16.4K -300 -5%
CCWM
470
Cassaday & Co Wealth Management
Virginia
$326K +$28.9K +528 +10%
NWMG
471
National Wealth Management Group
Ohio
$325K -$169K -3,098 -34%
BCG
472
Breakwater Capital Group
New Jersey
$324K +$8.37K +153 +3%
BAM
473
Belpointe Asset Management
Nevada
$322K +$6.02K +111 +2%
DWM
474
Diversify Wealth Management
Utah
$321K +$321K +5,919 New
SSB
475
Sandy Spring Bank
Maryland
$321K -$12.5K -229 -4%
17 18
19
20 21