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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 %
AIM
526
Acropolis Investment Management
Missouri
$230K +$164 +3 +0.1%
OPA
527
Old Port Advisors
Maine
$228K -$78.2K -1,429 -26%
RRA
528
Round Rock Advisors
Connecticut
$228K +$228K +4,161 New
GFWA
529
Grey Fox Wealth Advisors
Delaware
$226K +$273 +5 +0.1%
BFG
530
Bleakley Financial Group
New Jersey
$225K +$225K +4,111 New
MPCL
531
My Personal CFO LLC
Washington
$224K – – –
GWAM
532
Guardian Wealth Advisors (Minnesota)
Minnesota
$224K – – –
QPWM
533
Quadrant Private Wealth Management
Pennsylvania
$223K +$223K +4,070 New
NG
534
Norden Group
Utah
$219K -$6.73K -123 -3%
TNA
535
True North Advisors
Texas
$219K +$383 +7 +0.2%
SIA
536
Strategic Investment Advisors
Michigan
$217K -$13.5K -246 -6%
BCM
537
Brookstone Capital Management
Illinois
$217K -$32.2K -588 -13%
DP
538
Denver PWM
Colorado
$216K +$5.47K +100 +3%
PS
539
Principal Securities
Iowa
$215K -$25.3K -462 -10%
MSAM
540
Moloney Securities Asset Management
Missouri
$215K +$164 +3 +0.1%
MLA
541
My Legacy Advisors
Oregon
$215K -$13.6K -242 -6%
MYIA
542
Mount Yale Investment Advisors
Colorado
$213K +$213K +3,892 New
DFG
543
Dynamic Financial Group
Iowa
$209K +$209K +3,823 New
VVP
544
Venture Visionary Partners
Ohio
$208K -$6.84K -125 -3%
JFG
545
JDM Financial Group
Texas
$205K +$55 +1 +0%
QCM
546
QRG Capital Management
Illinois
$205K -$1.91K -35 -0.9%
GT
547
Glenview Trust
Kentucky
$204K – – –
FI
548
Financial Insights
Washington
$203K -$1,000K -18,280 -83%
HIP
549
HUB Investment Partners
Texas
$203K +$203K +3,716 New
SA
550
Sovran Advisors
California
$203K +$203K +3,665 New
20 21
22
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