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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 %
IHWM
601
Iron Horse Wealth Management
Iowa
$3.06K – – –
CTB
602
Country Trust Bank
Illinois
$2.35K +$2.35K +43 New
GSEP
603
Golden State Equity Partners
California
$2.24K -$401K -7,331 -99%
C
604
Covestor
United Kingdom
$2K +$400 +6 +25%
MFA
605
McClarren Financial Advisors
Pennsylvania
$2K +$1.64K +932 +455%
CA
606
Crewe Advisors
Utah
$1.97K +$1.97K +36 New
CJH
607
Christopher J. Hasenberg
Wisconsin
$1.95K – – –
S
608
Sachetta
Massachusetts
$1.9K – – –
BBHC
609
Brown Brothers Harriman & Co
New York
$1.48K +$1.48K +27 New
CSC
610
Caldwell Sutter Capital
California
$1.31K – – –
RPCA
611
Running Point Capital Advisors
California
$1.26K – – –
TFGT
612
TS Financial Group (TSFG)
Illinois
$1K +$1K +19 New
FCA
613
FinTrust Capital Advisors
South Carolina
$875 – – –
BIM
614
Breakwater Investment Management
Washington
$875 +$875 +16 New
MIM
615
Macroview Investment Management
Maryland
$686 – – –
AWM
616
Abound Wealth Management
Tennessee
$549 +$549 +10 New
ADL
617
Asset Dedication LLC
California
$329 +$329 +6 New
TAM
618
Tucker Asset Management
Colorado
$328 – – –
TIM
619
Tortoise Investment Management
New York
$219 +$219 +4 New
CMP
620
Coston McIsaac & Partners
Maine
$24 +$24 +450 New
MWA
621
MFA Wealth Advisors
Pennsylvania
$23 -$21 – –
OFS
622
OneAscent Financial Services
Alabama
– -$23.5M -458,833 Closed
MAM
623
MMA Asset Management
Pennsylvania
– -$1.86M -36,282 Closed
Millennium Management
624
Millennium Management
New York
– -$897K -17,483 Closed
IF
625
Intrua Financial
Texas
– -$734K -14,309 Closed
22 23 24
25
26