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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 %
Fisher Asset Management
476
Fisher Asset Management
Washington
$320K +$320K +5,849 New
IWM
477
Iams Wealth Management
Nebraska
$319K +$25.2K +461 +9%
AWM
478
Ariadne Wealth Management
California
$318K – – –
SFG
479
Sovereign Financial Group
Connecticut
$317K +$49.9K +912 +19%
SAM
480
Securian Asset Management
Minnesota
$312K +$178K +3,250 +133%
VPP
481
Vertex Planning Partners
Illinois
$311K -$19.1K -350 -6%
Jones Financial Companies
482
Jones Financial Companies
Missouri
$309K +$208K +3,801 +205%
CA
483
Clearstead Advisors
Ohio
$304K +$602 +11 +0.2%
AA
484
Armis Advisers
Georgia
$302K +$302K +5,514 New
Franklin Resources
485
Franklin Resources
California
$294K – – –
CA
486
Continuum Advisory
Idaho
$294K -$766 -14 -0.3%
LFS
487
Legacy Financial Strategies
Kansas
$293K – – –
MOS
488
MGO One Seven
Ohio
$292K +$8.53K +156 +3%
BWP
489
Balboa Wealth Partners
Arizona
$291K -$20.9K -382 -7%
TI
490
Truepoint Inc
Ohio
$287K +$287K +5,246 New
BFS
491
BridgePort Financial Solutions
Iowa
$286K +$286K +5,314 New
HH
492
Hilltop Holdings
Texas
$283K -$5.36K -98 -2%
DI
493
Diligent Investors
California
$280K +$55 +1 +0%
CAL
494
Capital Advisors Ltd
Ohio
$279K – – –
M
495
MATAURO
New York
$279K +$279K +5,094 New
RWM
496
Ritholtz Wealth Management
New York
$273K +$2.68K +49 +1%
LWMNY
497
Landmark Wealth Management (New York)
New York
$272K -$9.47K -173 -3%
MAM
498
Mystic Asset Management
Rhode Island
$272K +$10.9K +200 +4%
TP
499
Tranquility Partners
Tennessee
$271K -$1.09K -20 -0.4%
IF
500
Ironwood Financial
Arizona
$269K +$269K +4,915 New
18 19
20
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