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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 %
EA
501
Eclectic Associates
California
$269K -$33.1K -605 -11%
ML
502
Mayport LLC
Massachusetts
$269K +$269K +4,913 New
MWM
503
Mattern Wealth Management
Kansas
$268K – – –
LA
504
Latitude Advisors
Florida
$267K +$60.1K +1,099 +29%
WP
505
WealthPLAN Partners
Nebraska
$267K -$717K -13,117 -73%
DC
506
Davenport & Co
Virginia
$265K +$6.07K +111 +2%
MCM
507
Mainstream Capital Management
California
$265K -$984 -18 -0.4%
PWA
508
PCG Wealth Advisors
Kansas
$265K – – –
MCA
509
MSH Capital Advisors
Arizona
$263K +$58.5K +1,070 +29%
ORG
510
Optimist Retirement Group
Washington
$262K -$11.1K -203 -4%
EWA
511
EverSource Wealth Advisors
Alabama
$262K +$252K +4,614 +2,622%
HWM
512
HB Wealth Management
Georgia
$260K – – –
RBFC
513
Roman Butler Fullerton & Co
Missouri
$259K -$27.9K -491 -10%
NWM
514
Napa Wealth Management
California
$256K +$4.87K +89 +2%
ACM
515
Altrius Capital Management
North Carolina
$255K -$14.4K -263 -5%
EWA
516
EP Wealth Advisors
California
$252K +$40K +731 +19%
MWM
517
Meridian Wealth Management
Kentucky
$250K -$2.52K -46 -1%
CPRC
518
Consolidated Portfolio Review Corp
New York
$247K +$247K +4,521 New
NCM
519
Northwest Capital Management
Oregon
$244K +$98.6K +1,802 +68%
SPAS
520
Spectrum Planning & Advisory Services
California
$242K -$7.44K -136 -3%
LFG
521
Lockerman Financial Group
California
$236K -$602 -11 -0.3%
SEIA
522
Signature Estate & Investment Advisors
California
$235K +$4.81K +88 +2%
NP
523
NorthRock Partners
Minnesota
$234K – – –
BP
524
Ballentine Partners
Massachusetts
$232K – – –
CF
525
Convergence Financial
Missouri
$231K +$328 +6 +0.1%
19 20
21
22 23