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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.

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 %
FCAS
26
First Command Advisory Services
Texas
$44.4M +$5.03M +92,037 +13%
JFA
27
JNBA Financial Advisors
Minnesota
$41.7M +$2.93M +53,610 +8%
GLA
28
Good Life Advisors
Pennsylvania
$38.9M +$4.31M +78,797 +12%
Wells Fargo
29
Wells Fargo
California
$38.1M +$3.18M +58,114 +9%
ACM
30
AlphaStar Capital Management
North Carolina
$37.5M +$4.27M +78,042 +13%
William Blair & Company
31
William Blair & Company
Illinois
$37.5M +$6.23M +113,848 +20%
WFPG
32
Waller Financial Planning Group
Ohio
$37.3M -$81.8K -1,496 -0.2%
PWA
33
Peterson Wealth Advisors
Utah
$37.1M +$1.07M +19,413 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$35.9M +$2.87M +52,516 +9%
HWA
35
HHM Wealth Advisors
Tennessee
$31.8M +$983K +17,972 +3%
HBT
36
Hills Bank & Trust
Iowa
$31.2M +$1.42M +25,884 +5%
MPM
37
MBB Public Markets
Illinois
$29.1M +$28.8M +526,258 +8,595%
1WM
38
1900 Wealth Management
Texas
$28.3M +$522K +9,553 +2%
GRP
39
Global Retirement Partners
California
$26M -$3.78M -69,168 -13%
IAA
40
Independent Advisor Alliance
North Carolina
$25.5M +$25.5M +466,795 New
Ameriprise
41
Ameriprise
Minnesota
$24.1M +$1.56M +28,563 +7%
AssetMark Inc
42
AssetMark Inc
California
$24M -$1.37M -25,112 -5%
OFS
43
OneAscent Financial Services
Alabama
$23.7M +$23.7M +433,993 New
EH
44
Equitable Holdings
New York
$22.7M +$2.81M +51,402 +14%
UBS Group
45
UBS Group
Switzerland
$21.6M +$943K +17,241 +5%
CBT
46
Crews Bank & Trust
Florida
$20.6M +$20.6M +377,412 New
Corient Private Wealth
47
Corient Private Wealth
Florida
$20.6M +$1.11M +20,800 +6%
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$20.4M +$1.23M +22,464 +6%
FNT
49
First National Trust
Pennsylvania
$20.1M +$1.31M +24,021 +7%
FSG
50
Financial Strategies Group
Michigan
$19.8M -$173K -3,181 -0.9%
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