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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 %
Citigroup
551
Citigroup
New York
$41.6K +$41K +750 +7,500%
WWP
552
WR Wealth Planners
Missouri
$39.1K +$5.9K +108 +18%
WI
553
Wintrust Investments
Illinois
$36K -$267K -4,890 -88%
WIM
554
Westside Investment Management
California
$35.2K – – –
WAS
555
Winch Advisory Services
Wisconsin
$34.4K +$109 +2 +0.3%
DF
556
DecisionPoint Financial
Arizona
$33.5K – – –
TF
557
Tompkins Financial
New York
$32.3K – – –
National Bank of Canada
558
National Bank of Canada
Quebec, Canada
$32K +$14.8K +270 +86%
GJIA
559
Glass Jacobson Investment Advisors
Maryland
$31.9K +$55 +1 +0.2%
SN
560
Sittner & Nelson
Oregon
$30.9K – – –
HT
561
Headlands Technologies
Illinois
$30.8K +$30.8K +563 New
CTC
562
Central Trust Company
Missouri
$30.3K – – –
RIL
563
Rothschild Investment LLC
Illinois
$28.8K -$2.73K -50 -9%
HIIFS
564
Harel Insurance Investments & Financial Services
Israel
$27K -$27K -500 -50%
RIA
565
Realta Investment Advisors
Delaware
$26.8K -$36.3K -653 -58%
BCWM
566
Bartlett & Co Wealth Management
Ohio
$25.3K – – –
CFGS
567
Concourse Financial Group Securities
Alabama
$24.6K – – –
SS
568
Sunbelt Securities
Texas
$23.2K -$3.83K -70 -14%
MSG
569
Main Street Group
Virginia
$18.9K – – –
EA
570
Evolution Advisers
Virginia
$18K +$17.2K +318 +2,120%
VAMG
571
Voisard Asset Management Group
Michigan
$15.9K – – –
OC
572
Oakworth Capital
Alabama
$13.7K -$225K -4,123 -94%
ACA
573
Atlas Capital Advisors
Wyoming
$13.3K +$4.7K +86 +54%
BCMLT
574
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K – – –
HNB
575
Huntington National Bank
Ohio
$11.9K -$11.1K – –
21 22
23
24 25