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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
8.96%
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
1
Creative Planning
Kansas
$4.01B
2
Betterment LLC
2
Betterment LLC
New York
$945M
3
TPSF
3
Texas Permanent School Fund
Texas
$54.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$79.4M
5
FCAS
5
First Command Advisory Services
Texas
$39.3M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$460K
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
SC
3
Savant Capital
Illinois
$64M
4
AG
4
AlTi Global
New York
$305M
5
JFA
5
JNBA Financial Advisors
Minnesota
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
26
Peterson Wealth Advisors
Utah
$35.7M +$1.59M +29,087 +5%
Wells Fargo
27
Wells Fargo
California
$34.9M +$606K +11,081 +2%
GLA
28
Good Life Advisors
Pennsylvania
$34.6M +$2.04M +37,346 +6%
ACM
29
AlphaStar Capital Management
North Carolina
$33.3M +$2.58M +47,121 +8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$33M +$1.56M +28,438 +5%
William Blair & Company
31
William Blair & Company
Illinois
$31.3M +$797K +14,584 +3%
HWA
32
HHM Wealth Advisors
Tennessee
$30.8M +$1.1M +20,086 +4%
GRP
33
Global Retirement Partners
California
$29.8M -$351K -6,413 -1%
HBT
34
Hills Bank & Trust
Iowa
$29.8M +$437K +7,986 +1%
AA
35
ACT Advisors
North Carolina
$28.1M +$27M +493,469 +2,449%
1WM
36
1900 Wealth Management
Texas
$27.8M +$3.11M +56,954 +13%
AssetMark Inc
37
AssetMark Inc
California
$25.4M -$542K -9,918 -2%
Bank of America
38
Bank of America
North Carolina
$24.3M +$2.49M +45,462 +11%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$23.4M +$151K +2,764 +0.7%
Ameriprise
40
Ameriprise
Minnesota
$22.5M -$139K -2,537 -0.6%
UBS Group
41
UBS Group
Switzerland
$20.6M +$1.06M +19,302 +5%
FSG
42
Financial Strategies Group
Michigan
$20.4M +$122K +2,194 +0.6%
Corient Private Wealth
43
Corient Private Wealth
Florida
$20M +$194K +3,553 +1%
NSAM
44
North Star Asset Management
Wisconsin
$20M +$1.18M +21,504 +6%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$20M +$2.72M +49,733 +16%
EH
46
Equitable Holdings
New York
$19.9M +$1.86M +34,084 +10%
RWM
47
Reston Wealth Management
Virginia
$19.4M -$45.2K -826 -0.2%
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$19.2M +$1.33M +24,232 +7%
TF
49
TLWM Financial
Texas
$19.1M +$72.3K +1,323 +0.4%
FNT
50
First National Trust
Pennsylvania
$18.8M +$56.6K +1,036 +0.3%
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