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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 %
WT
526
Whittier Trust
California
$131K -$16.4K -300 -11%
OA
527
Operose Advisors
Wisconsin
$127K +$127K +2,317 New
PA
528
Pineridge Advisors
Missouri
$123K +$437 +8 +0.4%
MRCM
529
M&R Capital Management
New Jersey
$115K +$47.3K +866 +70%
SWM
530
Spire Wealth Management
Virginia
$113K -$63.4K -1,160 -36%
CP
531
Castleview Partners
Texas
$103K -$41.8K -765 -29%
Jones Financial Companies
532
Jones Financial Companies
Missouri
$101K +$43.2K +791 +74%
OSAM
533
O'Shaughnessy Asset Management
Connecticut
$101K -$78.5K -1,412 -44%
HNB
534
Hilltop National Bank
Wyoming
$97.1K – – –
SPIA
535
Steward Partners Investment Advisory
New York
$85K -$3.01K -55 -3%
CHA
536
Carmichael Hill & Associates
Maryland
$84.5K – – –
WTC
537
WhitTier Trust Company
Nevada
$84.2K -$15.6K -285 -16%
SAM
538
Smartleaf Asset Management
Massachusetts
$78.9K +$49.4K +904 +167%
ITIM
539
Indiana Trust & Investment Management
Indiana
$68.8K -$38.6K -706 -36%
AIA
540
Armor Investment Advisors
North Carolina
$67.8K – – –
WP
541
WealthShield Partners
North Carolina
$67K +$273 +5 +0.4%
CJ
542
Caitlin John
Michigan
$59.1K +$16.8K +292 +40%
PP
543
PrairieView Partners
Minnesota
$57K +$1.45K +27 +3%
JWA
544
JFS Wealth Advisors
Pennsylvania
$52.4K +$55 +1 +0.1%
CAM
545
Creekmur Asset Management
Illinois
$52.4K +$15K +274 +40%
PPWM
546
PFG Private Wealth Management
Florida
$50.4K +$437 +8 +0.9%
RAM
547
Riggs Asset Management
Pennsylvania
$47.4K – – –
FAM
548
Family Asset Management
South Carolina
$46.9K -$3.72K -68 -7%
AA
549
Ancora Advisors
Ohio
$44.1K – – –
HCP
550
Hexagon Capital Partners
Arkansas
$42.4K – – –
20 21
22
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