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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 %
BTI
576
Blue Trust Inc
Georgia
$10.7K +$10.7K +208 New
GTAM
577
Global Trust Asset Management
Florida
$10.3K – – –
RWM
578
Ruedi Wealth Management
Illinois
$9.85K +$328 +6 +3%
EWA
579
EverSource Wealth Advisors
Alabama
$9.62K -$984 -18 -9%
GT
580
Glenmede Trust
Pennsylvania
$9.02K – – –
LIS
581
Legacy Investment Solutions
Idaho
$8.67K +$8.67K +151 New
LWMI
582
Legacy Wealth Management (Idaho)
Idaho
$8.67K +$8.67K +151 New
SHF
583
Safe Harbor Fiduciary
Florida
$8.59K +$8.59K +157 New
Deutsche Bank
584
Deutsche Bank
Germany
$7.22K – – –
LC
585
Lindbrook Capital
California
$7K – – –
Bank of Montreal
586
Bank of Montreal
Ontario, Canada
$6.66K -$20.9K -383 -76%
AAP
587
Arax Advisory Partners
Colorado
$6.45K – – –
FFA
588
Frazier Financial Advisors
Ohio
$6.21K +$54 +1 +0.9%
RFG
589
REAP Financial Group
Texas
$5.63K -$109 -2 -2%
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.52K +$2.57K +47 +87%
AGWCA
591
Annis Gardner Whiting Capital Advisors
Florida
$4.92K – – –
CIA
592
Cape Investment Advisory
Georgia
$4.92K +$547 +10 +13%
APW
593
Atlantic Private Wealth
North Carolina
$4.87K – – –
KHC
594
Koesten Hirschmann & Crabtree
Kansas
$4.7K +$766 +14 +19%
ME
595
McIlrath & Eck
Washington
$4.59K – – –
FWP
596
FAS Wealth Partners
Kansas
$4.48K -$2.19K -40 -33%
PWA
597
Provenance Wealth Advisors
Florida
$3.94K +$3.94K +72 New
CWA
598
Carolina Wealth Advisors
South Carolina
$3.83K -$32.8K -600 -90%
CAS
599
Coppell Advisory Solutions
Texas
$3.82K – – –
W
600
WealthCollab
Washington
$3.34K +$3.34K +61 New
22 23
24
25 26