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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 %
MWM
476
Meridian Wealth Management
Kentucky
$253K +$328 +6 +0.1%
NWM
477
Napa Wealth Management
California
$251K +$2.79K +51 +1%
SPAS
478
Spectrum Planning & Advisory Services
California
$249K +$249K +4,556 New
BCM
479
Brookstone Capital Management
Illinois
$249K +$15.1K +276 +6%
PS
480
Principal Securities
Iowa
$241K +$41.2K +754 +21%
LFG
481
Lockerman Financial Group
California
$237K +$766 +14 +0.3%
Renaissance Technologies
482
Renaissance Technologies
New York
$235K +$21.9K +400 +10%
NP
483
NorthRock Partners
Minnesota
$234K +$134K +2,458 +134%
BJL
484
Brighton Jones LLC
Washington
$233K -$3.17K -58 -1%
BP
485
Ballentine Partners
Massachusetts
$232K – – –
SF
486
Safeguard Financial
Wisconsin
$232K +$232K +4,243 New
CF
487
Convergence Financial
Missouri
$231K -$766 -14 -0.3%
SIA
488
Strategic Investment Advisors
Michigan
$231K +$7.87K +144 +4%
SEIA
489
Signature Estate & Investment Advisors
California
$230K – – –
AIM
490
Acropolis Investment Management
Missouri
$230K +$219 +4 +0.1%
NG
491
Norden Group
Utah
$226K -$273 -5 -0.1%
GFWA
492
Grey Fox Wealth Advisors
Delaware
$226K -$62.3K -1,140 -22%
MPCL
493
My Personal CFO LLC
Washington
$224K – – –
GWAM
494
Guardian Wealth Advisors (Minnesota)
Minnesota
$224K – – –
MLA
495
My Legacy Advisors
Oregon
$223K +$223K +4,073 New
TNA
496
True North Advisors
Texas
$218K – – –
PA
497
Procyon Advisors
Connecticut
$218K +$218K +3,981 New
AA
498
Axiom Advisory
California
$216K +$216K +4,078 New
AT
499
Arlington Trust
Alabama
$216K +$216K +3,949 New
DA
500
Detalus Advisors
Missouri
$215K -$17.8K -325 -8%
18 19
20
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