SPMD icon

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 %
T
576
Transce3nd
Texas
$105K +$105K +1,928 New
WT
577
Whittier Trust
California
$101K -$30.1K -550 -23%
HNB
578
Hilltop National Bank
Wyoming
$97.1K – – –
SPIA
579
Steward Partners Investment Advisory
New York
$88.5K +$3.5K +64 +4%
WTC
580
WhitTier Trust Company
Nevada
$84.2K – – –
WT
581
Washington Trust
Rhode Island
$81.5K +$81.5K +1,490 New
SIM
582
Synergy Investment Management
Florida
$78.8K +$78.8K +1,441 New
Q1WB
583
Quest 10 Wealth Builders
Virginia
$76.7K +$76.7K +1,402 New
VAG
584
VisionPoint Advisory Group
Texas
$69.4K +$69.4K +1,272 New
WWA
585
Wingate Wealth Advisors
Massachusetts
$69K +$69K +1,261 New
AIA
586
Armor Investment Advisors
North Carolina
$67.8K – – –
WP
587
WealthShield Partners
North Carolina
$67.2K +$273 +5 +0.4%
SAM
588
Smartleaf Asset Management
Massachusetts
$66.7K -$12.1K -222 -15%
SS
589
SBI Securities
Japan
$63.9K +$63.9K +1,168 New
CJ
590
Caitlin John
Michigan
$55.4K -$875 -16 -2%
CPL
591
Capital & Planning LLC
Georgia
$54.6K +$54.6K +997 New
PP
592
PrairieView Partners
Minnesota
$54K -$3.13K -58 -5%
CAM
593
Creekmur Asset Management
Illinois
$53.4K +$1.04K +19 +2%
JWA
594
JFS Wealth Advisors
Pennsylvania
$52.5K +$55 +1 +0.1%
CAS
595
Coppell Advisory Solutions
Texas
$50.9K +$47.1K +862 +1,231%
PPWM
596
PFG Private Wealth Management
Florida
$50.2K -$273 -5 -0.5%
MEG
597
Millstone Evans Group
Colorado
$49.2K +$49.2K +900 New
RAM
598
Riggs Asset Management
Pennsylvania
$47.3K – – –
AA
599
Ancora Advisors
Ohio
$44.1K – – –
HCP
600
Hexagon Capital Partners
Arkansas
$42.4K – – –
22 23
24
25 26