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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 %
PA
551
Procyon Advisors
Connecticut
$202K -$15.6K -285 -7%
DA
552
Detalus Advisors
Missouri
$202K -$13.2K -241 -6%
VF
553
Vestment Financial
Minnesota
$202K +$202K +3,679 New
GLA
554
Great Lakes Advisors
Illinois
$200K +$200K +3,662 New
US Bancorp
555
US Bancorp
Minnesota
$192K -$820 -15 -0.4%
S
556
SignatureFD
Georgia
$189K -$4.54K -83 -2%
AT
557
Arlington Trust
Alabama
$188K -$28.1K -513 -13%
VWWMG
558
Vermillion & White Wealth Management Group
Pennsylvania
$182K – – –
PFM
559
Phillips Financial Management
Indiana
$175K – – –
NFSG
560
Newbridge Financial Services Group
Florida
$172K +$492 +9 +0.3%
KFP
561
Keener Financial Planning
Texas
$165K – – –
RWPA
562
Richard W. Paul & Associates
Michigan
$151K -$19.5K -356 -11%
PAG
563
Paladin Advisory Group
Iowa
$137K – – –
FRA
564
Front Row Advisors
California
$136K – – –
GK
565
Graney & King
New York
$136K +$136K +2,480 New
MRP
566
Measured Risk Portfolios
California
$135K +$135K +2,477 New
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$129K +$29.9K +546 +30%
MFA
568
McClarren Financial Advisors
Pennsylvania
$125K +$63.2K +1,164 +102%
OA
569
Operose Advisors
Wisconsin
$125K -$1.86K -34 -1%
BHWM
570
Beaird Harris Wealth Management
Texas
$125K +$125K +2,278 New
PA
571
Pineridge Advisors
Missouri
$123K +$492 +9 +0.4%
HGERS
572
Householder Group Estate & Retirement Specialist
Arizona
$114K -$676K -12,430 -86%
SWM
573
Spire Wealth Management
Virginia
$113K – – –
TCM
574
Tradewinds Capital Management
Washington
$113K +$113K +2,062 New
CP
575
Castleview Partners
Texas
$107K +$4.2K +77 +4%
21 22
23
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